Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXCAX (TOUCHSTONE SMALL CAP GROWTH FUND CLASS A) | NA | 11.88% | 6.99% | 5.65% | 13.68% | 7.27% | NA | 10.50% |
Data as of 12/28/2018, AR inception is 10/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXCAX (TOUCHSTONE SMALL CAP GROWTH FUND CLASS A) | 10/19/2001 | 12/28/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.88 | 6.99 | 5.65 | 13.68 | 7.27 | NA | 10.50 | 12.85 | 9.87 | -0.66 | 2.63 | 3.71 | 34.22 | 14.85 | -5.15 | 30.18 | 33.88 | -30.69 | -9.90 | 12.44 | -0.60 | 23.25 | 69.18 | 1.12 | 10.99 |
| Sharpe Ratio | NA | 0.77 | 0.42 | 0.32 | 0.61 | NA | NA | 0.46 | 0.85 | 0.81 | -0.05 | 0.14 | 0.22 | 2.35 | 0.95 | -0.18 | 1.31 | 0.91 | -0.77 | -0.82 | 0.85 | -0.23 | 1.57 | 4.56 | 0.00 | 5.96 |
| Standard Deviation(%) | NA | 13.66 | 15.06 | 16.08 | 21.32 | NA | NA | 20.82 | 13.66 | 11.47 | 19.02 | 18.43 | 16.67 | 14.56 | 15.69 | 29.09 | 22.98 | 37.25 | 41.04 | 15.89 | 10.86 | 12.01 | 14.20 | 15.01 | 16.56 | 11.70 |
| Draw Down(%) | NA | 9.77 | 18.93 | 27.16 | 36.47 | NA | NA | 62.12 | 9.77 | 5.37 | 17.26 | 16.83 | 12.55 | 5.14 | 10.96 | 25.88 | 18.97 | 36.47 | 47.33 | 20.58 | 11.96 | 15.67 | 11.51 | 10.95 | 28.18 | 2.49 |
| Yield(%) | 0.00 | 29.33 | 10.81 | 7.45 | 12.34 | 7.82 | 10.96 | 12.90 | 29.28 | 0.00 | 0.48 | 1.09 | 2.55 | 13.61 | 6.34 | 0.00 | 0.00 | 0.00 | 0.49 | 37.45 | 25.37 | 29.31 | 7.80 | 8.61 | 1.73 | 0.00 |
Data as of 12/28/2018, AR inception is 10/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXCAX (TOUCHSTONE SMALL CAP GROWTH FUND CLASS A) |
-20.24%
Feb 2006 - Feb 2009 |
-9.18%
Feb 2004 - Feb 2009 |
4.59%
May 2007 - May 2017 |
7.50%
Nov 2003 - Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXCAX (TOUCHSTONE SMALL CAP GROWTH FUND CLASS A) |
32.94%
Sep 2002 - Sep 2005 |
27.38%
Feb 2009 - Feb 2014 |
13.46%
Nov 2008 - Nov 2018 |
10.95%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart