Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXAIX (TOUCHSTONE SMALL CAP GROWTH FUND CLASS Y) | NA | 11.98% | 7.14% | 5.88% | 13.93% | 7.51% | NA | … | … |
Data as of 12/28/2018, Common starting date is 05/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXAIX (TOUCHSTONE SMALL CAP GROWTH FUND CLASS Y) | 05/26/2000 | 12/28/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.98 | 7.14 | 5.88 | 13.93 | 7.51 | NA | … | … | 12.84 | 10.02 | -0.26 | 2.71 | 4.07 | 34.58 | 15.22 | -4.99 | 30.59 | 34.22 | -30.57 | -9.69 | 12.80 | -0.31 | 23.24 | 69.43 | 0.69 | 23.24 | -4.51 |
| Sharpe Ratio | NA | 0.78 | 0.42 | 0.34 | 0.63 | NA | NA | … | … | 0.84 | 0.81 | -0.02 | 0.15 | 0.24 | 2.39 | 0.97 | -0.17 | 1.33 | 0.93 | -0.77 | -0.79 | 0.88 | -0.21 | 1.57 | 4.56 | -0.02 | 1.36 | -1.08 |
| Standard Deviation(%) | NA | 13.74 | 15.18 | 16.10 | 21.25 | NA | NA | … | … | 13.74 | 11.68 | 19.12 | 18.22 | 16.68 | 14.48 | 15.74 | 28.96 | 22.95 | 36.88 | 40.90 | 16.06 | 10.83 | 11.96 | 14.19 | 15.06 | 16.56 | 15.61 | 10.69 |
| Draw Down(%) | NA | 9.75 | 18.84 | 26.98 | 36.13 | NA | NA | … | … | 9.75 | 5.31 | 17.20 | 16.79 | 12.50 | 5.01 | 10.93 | 25.82 | 18.95 | 36.13 | 47.42 | 20.65 | 11.97 | 15.63 | 11.50 | 10.82 | 28.07 | 18.88 | 13.53 |
| Yield(%) | 0.00 | 26.23 | 9.70 | 6.76 | 11.50 | 7.70 | 10.70 | … | … | 26.15 | 0.00 | 0.43 | 0.98 | 2.31 | 12.51 | 5.97 | 0.00 | 0.00 | 0.00 | 0.88 | 35.94 | 24.80 | 28.74 | 7.43 | 8.50 | 1.25 | 0.16 | 10.86 |
Data as of 12/28/2018, Common starting date is 05/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXAIX (TOUCHSTONE SMALL CAP GROWTH FUND CLASS Y) |
-20.04%
Feb 2006 – Feb 2009 |
-8.96%
Feb 2004 – Feb 2009 |
4.82%
May 2007 – May 2017 |
7.75%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXAIX (TOUCHSTONE SMALL CAP GROWTH FUND CLASS Y) |
32.86%
Sep 2002 – Sep 2005 |
27.72%
Feb 2009 – Feb 2014 |
13.68%
Nov 2008 – Nov 2018 |
11.82%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart