SICWX
Touchstone LargeCap Focused-Y
$67.12
-0.11 (-0.16%)
Currency in USD / Last Updated: 7/9/2024
Category | Large Cap |
---|---|
Market Cap | 3410.434M |
52 Week High | 67.33 |
52 Week Low | 51.853 |
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Key Data
Symbol | SICWX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 67.12 |
Price Yesterday | 67.23 |
Market Cap | 3,410.43 |
YTD Return | 13.46% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0074 |
Overview
52 Week High | 67.33 |
---|---|
52 Week Low | 51.85 |
Market Cap | 3,410.43M |
Shares Outstanding | 50.81M |
Income Dividend Yield | 0.74% |
Long Term Dividend Yield | 0.07% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.81% |
Returns Annualized
One Day | -33.84% |
---|---|
Five Days | 103.71% |
One Months | 55.24% |
Three Months | 22.14% |
Six Months | 29.72% |
Nine Months | 33.42% |
One Year | 21.42% |
Three Years | 7.45% |
Five Years | 14.94% |
Ten Years | 13.00% |
YTD | 27.76% |
Since Inception | 10.36% |
Returns Total
One Day | -0.16% |
---|---|
Five Days | 1.42% |
One Month | 3.55% |
Three Months | 5.04% |
Six Months | 13.65% |
Nine Months | 23.83% |
One Year | 21.39% |
Three Years | 23.93% |
Five Years | 100.26% |
Ten Years | 238.46% |
YTD | 13.46% |
Since Inception | 441.03% |
Yearly Returns
2024 | 13.46% |
---|---|
2023 | 25.35% |
2022 | -17.31% |
2021 | 25.61% |
2020 | 24.20% |
2019 | 30.50% |
2018 | -2.46% |
2017 | 23.43% |
2016 | 11.58% |
2015 | 0.82% |
Risk against SP-DA
Alpha | -5.06% |
---|---|
Beta | 0.9 |
Correlation | 96.04% |
Downside Deviation | 2.77% |
Coefficient of determination | 92.24% |
Standard Deviation | 3.03% |
Sharpe Ratio | -0.7 |
Sortino | -2.63 |
Treynor | 17.74 |
Ulcer Index | 2.87 |
Ulcer Performance Index | -2.54 |