SICWX
Touchstone LargeCap Focused-Y
$62.61
-0.02 (-0.03%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap |
---|---|
Market Cap | 3249.052M |
52 Week High | 64.01 |
52 Week Low | 51.011 |
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Key Data
Symbol | SICWX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 62.61 |
Price Yesterday | 62.63 |
Market Cap | 3,249.05 |
YTD Return | 5.83% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0074 |
Overview
52 Week High | 64.01 |
---|---|
52 Week Low | 51.01 |
Market Cap | 3,249.05M |
Shares Outstanding | 51.89M |
Income Dividend Yield | 0.79% |
Long Term Dividend Yield | 0.08% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.87% |
Returns Annualized
One Day | -7.74% |
---|---|
Five Days | 70.68% |
One Months | -20.42% |
Three Months | 16.01% |
Six Months | 38.60% |
Nine Months | 13.26% |
One Year | 21.32% |
Three Years | 6.62% |
Five Years | 13.88% |
Ten Years | 12.73% |
YTD | 19.84% |
Since Inception | 10.03% |
Returns Total
One Day | -0.03% |
---|---|
Five Days | 1.07% |
One Month | -1.97% |
Three Months | 3.78% |
Six Months | 17.56% |
Nine Months | 9.83% |
One Year | 21.30% |
Three Years | 21.14% |
Five Years | 91.34% |
Ten Years | 230.62% |
YTD | 5.83% |
Since Inception | 404.63% |
Yearly Returns
2024 | 5.83% |
---|---|
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 | -1.48% |
---|---|
Beta | 0.91 |
Correlation | 98.91% |
Downside Deviation | 2.82% |
Coefficient of determination | 97.82% |
Standard Deviation | 3.15% |
Sharpe Ratio | -0.29 |
Sortino | -1.14 |
Treynor | 17.53 |
Ulcer Index | 2.83 |
Ulcer Performance Index | -1.14 |