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Touchstone Small Company Fund Class A SAGWX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | SAGWX | Replication |
|---|---|---|
| Annualized growth | 8.1% | 6.2% |
| Annualized volatility | 18.2% | 18.3% |
| Sharpe ratio | 0.52 | 0.42 |
| Maximum drawdown | 25.5% | 25.8% |
| Replication fit (R²) | 0.93 · Tracking error 4.8% | |
Replication portfolio
The published portfolio below is the investable basket used to model SAGWX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| IJR | US Small Cap | 63.4% |
| USMV | Factor · Min Vol | 12.2% |
| IJH | US Mid Cap | 10.1% |
| VBK | Small-Cap · Growth | 9.0% |
| VOT | Mid-Cap · Growth | 5.4% |