Nasdaq - Delayed Quote USD

Touchstone Sands Capital Select Growth Z (PTSGX)

13.94 +0.14 (+1.01%)
At close: 5:43 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.98%
5y Average Return 8.40%
Number of Years Up 16
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2024) 70.58%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 70.58%
Worst 3Y Total Return -7.96%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PTSGX
Category
YTD
14.95%
12.38%
1-Month
2.01%
5.09%
3-Month
14.95%
10.28%
1-Year
48.08%
41.70%
3-Year
-2.70%
22.56%
5-Year
10.54%
21.98%
10-Year
10.74%
15.99%
Last Bull Market
36.53%
25.99%
Last Bear Market
-34.13%
-17.29%

Annual Total Return (%) History

Year
PTSGX
Category
2024
--
--
2023
51.60%
--
2022
-50.56%
--
2021
4.03%
--
2020
69.22%
35.86%
2019
32.34%
31.90%
2018
5.33%
-2.09%
2017
34.22%
27.67%

2016
-9.05%
3.23%
2015
-0.02%
3.60%
2014
7.90%
10.00%
2013
40.60%
33.92%
2012
22.87%
15.34%
2011
1.80%
-2.46%
2010
25.12%
15.53%
2009
70.58%
35.68%
2008
-49.08%
-40.67%
2007
18.53%
13.35%
2006
-6.50%
7.05%
2005
9.63%
6.71%
2004
19.00%
7.81%
2003
36.99%
28.66%
2002
-28.13%
-27.64%
2001
-15.20%
-22.30%
2000
--
-13.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.95% -- -- --
2023 17.67% 13.91% -7.96% 22.88%
2022 -21.82% -34.13% -5.35% 1.44%
2021 -2.71% 10.71% 3.98% -7.12%
2020 -9.64% 37.63% 15.31% 18.01%
2019 21.60% 4.12% -5.40% 10.48%
2018 9.54% 10.23% 6.29% -17.93%
2017 13.82% 6.93% 6.35% 3.70%
2016 -10.30% -0.61% 10.39% -7.58%
2015 0.22% -0.11% -8.34% 8.96%

2014 0.40% 0.74% 2.72% 3.86%
2013 6.95% 1.34% 18.50% 9.47%
2012 23.75% -7.06% 7.94% -1.03%
2011 4.30% 3.16% -12.81% 8.52%
2010 3.12% -9.45% 16.47% 15.06%
2009 4.69% 22.00% 20.87% 10.50%
2008 -15.20% 4.61% -16.89% -30.93%
2007 2.45% 4.27% 9.40% 1.43%
2006 -1.93% -7.98% 0.93% 2.64%
2005 -9.10% 7.55% 5.26% 6.54%
2004 6.12% 4.88% -4.09% 11.47%
2003 3.66% 14.52% 6.70% 8.15%
2002 -2.78% -15.90% -18.15% 7.39%
2001 -20.31% 8.39% -23.67% 28.63%
2000 -16.57% -- -- --

Rank in Category (By Total Return)

YTD 17
1-Month 52
3-Month 17
1-Year 4
3-Year 97
5-Year 93

Load Adjusted Returns

1-Year 48.08%
3-Year -2.70%
5-Year 10.54%
10-Year 10.74%

Performance & Risk

YTD Return 7.98%
5y Average Return 8.40%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.40
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Touchstone
Net Assets 2.85B
YTD Return 14.95%
Yield 0.00%
Morningstar Rating
Inception Date Aug 27, 2004

Fund Summary

The fund invests, under normal market conditions, at least 80% of its assets in common stocks of U.S. companies that the sub-adviser, Sands Capital Management, LLC, believes have above-average potential for revenue or earnings growth. It emphasizes investments in large capitalization growth companies. The weighted-average market capitalization of these companies is generally in excess of $25 billion, and the fund generally does not invest in companies that have a market capitalization of less than $2 billion. The fund will typically own between 25 and 35 companies. It is non-diversified.

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