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Touchstone International Value A (SWRLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.64+0.04 (+0.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.82%
5-year average return4.48%
Number of years up21
Number of years down9
Best 1-yr total return (2 May 2024)33.78%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return33.78%
Worst 3-yr total return-0.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWRLXCategory
YTD-1.97%9.07%
1-month-3.44%-1.09%
3-month0.06%5.12%
1-year0.97%33.76%
3-year-0.40%8.50%
5-year4.20%10.08%
10-year3.70%5.80%
Last bull market17.67%14.90%
Last bear market-11.33%-23.70%

Annual total return (%) history

Year
SWRLXCategory
2024
N/AN/A
2023
17.62%N/A
2022
-11.01%N/A
2021
3.97%N/A
2020
7.46%9.30%
2019
20.70%21.59%
2018
-16.99%-14.59%
2017
28.63%25.12%
2016
-1.63%0.79%
2015
5.74%-1.59%
2014
-5.59%-4.98%
2013
24.90%19.44%
2012
15.31%18.29%
2011
-14.49%-13.97%
2010
12.22%10.24%
2009
33.78%31.24%
2008
-43.02%-43.99%
2007
13.18%12.71%
2006
24.17%24.77%
2005
10.43%14.72%
2004
20.26%17.39%
2003
32.04%33.58%
2002
-11.84%-16.69%
2001
-16.16%-21.67%
2000
-9.29%-16.34%
1999
27.33%40.28%
1998
10.31%12.72%
1997
14.21%5.49%
1996
12.02%12.44%
1995
13.89%10.24%
1994
1.11%-1.07%
1993
N/A35.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.52%N/AN/AN/A
20239.49%2.96%-5.55%10.46%
2022-3.29%-11.33%-11.05%16.67%
20214.13%5.53%-4.40%-1.04%
2020-26.96%18.76%5.81%17.09%
20199.78%1.76%-3.77%12.29%
2018-4.17%-2.47%-0.55%-10.69%
20178.41%7.53%3.09%7.03%
20160.56%-2.77%7.21%-6.16%
20156.55%2.60%-7.09%4.10%
20140.44%2.54%-8.10%-0.25%
20133.34%0.82%12.41%6.65%
201211.45%-7.41%5.92%5.50%
20112.17%1.03%-21.09%4.98%
20103.62%-12.60%16.70%6.18%
2009-12.92%24.26%18.42%4.40%
2008-7.74%-2.64%-20.70%-20.00%
20073.32%5.72%4.29%-0.65%
200610.41%0.00%2.59%9.62%
2005-0.34%-1.66%9.18%3.21%
20043.05%2.43%0.19%13.71%
2003-8.69%17.09%5.80%16.72%
20024.43%0.51%-20.80%6.05%
2001-9.66%1.82%-13.66%5.57%
2000-1.92%0.29%-6.73%-1.12%
19990.71%6.16%1.83%16.95%
199814.10%-0.31%-14.91%13.97%
19971.49%13.95%3.37%-4.46%
19962.63%4.29%0.20%4.45%
19952.71%3.34%2.33%4.86%
1994-0.40%1.51%1.64%-1.62%
19934.95%9.24%7.58%N/A

Rank in category (by total return)

YTD99
1-month89
3-month97
1-year97
3-year79
5-year81

Load adjusted returns

1-year-4.08%
3-year-2.09%
5-year3.14%
10-year3.17%