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Touchstone Value Institutional (TVLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.73+0.05 (+0.43%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.39%
5-year average return10.75%
Number of years up13
Number of years down4
Best 1-yr total return (27 June 2024)31.34%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return31.34%
Worst 3-yr total return7.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTVLIXCategory
YTD9.34%4.44%
1-month3.66%-4.04%
3-month4.64%4.09%
1-year26.57%14.37%
3-year7.27%6.04%
5-year12.52%9.20%
10-year9.46%8.57%
Last bull market23.46%22.97%
Last bear market-10.22%-11.27%

Annual total return (%) history

Year
TVLIXCategory
2024
N/AN/A
2023
11.23%11.63%
2022
-2.55%-5.90%
2021
25.13%26.22%
2020
3.53%2.91%
2019
25.97%25.04%
2018
-5.36%-8.53%
2017
14.38%15.94%
2016
13.52%14.81%
2015
-1.90%-4.05%
2014
11.49%10.21%
2013
31.34%31.21%
2012
15.56%14.57%
2011
4.56%-0.75%
2010
10.19%13.66%
2009
26.82%24.13%
2008
-36.20%-37.09%
2007
1.36%1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.71%N/AN/AN/A
2023-2.62%5.70%-1.24%9.42%
20220.09%-10.22%-5.11%14.28%
202113.52%4.29%-1.92%7.76%
2020-30.19%18.54%5.02%19.14%
201910.28%4.37%3.08%6.18%
2018-3.02%3.08%7.88%-12.24%
20173.40%3.01%1.45%5.85%
2016-1.04%4.10%3.28%6.70%
20150.21%1.35%-7.87%4.84%
20143.54%3.48%0.52%3.52%
20139.67%5.24%4.23%9.17%
201211.20%-1.62%5.31%0.31%
20116.54%0.75%-14.24%13.59%
20106.74%-13.41%9.19%9.19%
2009-14.13%17.98%16.49%7.46%
2008-11.55%-3.75%-6.96%-19.45%
20071.38%6.52%-0.32%-5.84%

Rank in category (by total return)

YTD22
1-month24
3-month34
1-year20
3-year33
5-year30

Load adjusted returns

1-year26.57%
3-year7.27%
5-year12.52%
10-year9.46%