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Touchstone Non-US ESG Equity A (TEQAX)

23.79 -0.14 (-0.59%)
At close: 8:01 PM EDT

Fund Summary

The fund invests, under normal circumstances, at least 80% of its assets in equity securities of non-U.S. companies that meet certain financial and environmental, social, and governance criteria. Equity securities include common stocks, preferred stocks, convertible securities, depositary receipts such as American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs") and European Depositary Receipts ("EDRs"), and interests in other investment companies, including exchange-traded funds that invest in equity securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 29.93%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 8

Performance & Risk

YTD Return 2.66%
5y Average Return 7.44%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
TEQAXCategory AverageTEQAXCategory AverageTEQAXCategory Average
Alpha 2.95 -0.01 2.93 -0.01 3.81 0.01
BETA 1.08 0.01 1.04 0.01 0.98 0.01
Mean Annual Return 0.52 0.01 0.87 0.01 0.75 0.01
R-squared 92.55 0.95 93.48 0.94 85.4 0.93
Standard Deviation 18.44 0.18 18.88 0.15 15.84 0.15
Sharpe Ratio 0.18 0 0.44 0.01 0.48 0
Treynor Ratio 1.56 0.07 6.66 0.09 6.73 0.05

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