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Touchstone International Value Fund A: (MF: SWRLX)
(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET
$16.68 USD
+0.04 (0.24%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.92 | 1 |
| 3 months | 13.92 | 1 |
| 6 months | 4.74 | 3 |
| 1 Year | 10.50 | 14 |
| 3 Year | 6.68 | 19 |
| 5 Year | 12.43 | 25 |
| 10 Year | 5.13 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 177.34 |
| Bear Market (10/07 - 2/09) | -56.27 |
| Bull Market (2/09 - 3/21) | 243.81 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.24 |
| 5 Year | 11.33 |
| 10 Year | 4.62 |
| Since Inception | 7.24 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 13.92 | NA | NA | NA |
| 2024 | 1.52 | -2.37 | 8.06 | -8.05 |
| 2023 | 9.49 | 2.95 | -5.54 | 10.46 |
| 2022 | -3.28 | -11.33 | -11.05 | 16.67 |
| 2021 | 4.13 | 5.53 | -4.39 | -1.04 |
| 2020 | -26.96 | 18.75 | 5.81 | 17.08 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.92 | -1.52 | 17.61 | -11.00 | 3.97 | 7.46 | 20.67 | -17.02 | 28.62 | -1.63 | 5.75 |
| % Total Return Rel to Index | 6.89 | -5.86 | -1.24 | 5.47 | -13.39 | 2.02 | 2.24 | -0.88 | 6.82 | 0.24 | 9.03 |
| % Total Return Rel to Peer | 9.12 | -6.06 | 2.79 | 8.70 | -2.46 | -7.26 | -1.66 | -0.99 | -0.29 | -4.38 | 10.31 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 1.00 | 4.00 | 4.00 | 4.00 | 4.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.56 | 0.21 | 0.21 | 0.07 | 0.07 | 0.19 | 0.26 | 0.21 | 0.10 | 0.12 |
| % Yield | 0.00 | 3.56 | 3.20 | 1.48 | 0.42 | 0.43 | 1.10 | 1.57 | 1.00 | 0.62 | 0.69 |
| Capital Gains ($) | 0.00 | 0.92 | 0.00 | 0.00 | 2.24 | 0.00 | 0.63 | 1.86 | 0.70 | 0.00 | 0.49 |
| Expense Ratio | 0.00 | 1.26 | 1.36 | 1.36 | 1.36 | 1.29 | 1.30 | 1.23 | 1.37 | 1.36 | 1.41 |
* 1 = Top 20%, 5 = Bottom 20%