Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXCSX (TOUCHSTONE SMALL CAP GROWTH FUND CLASS C) | NA | 11.35% | 6.19% | 4.89% | 12.84% | 6.54% | NA | 9.61% |
Data as of 12/28/2018, AR inception is 10/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXCSX (TOUCHSTONE SMALL CAP GROWTH FUND CLASS C) | 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 | 11.35 | 6.19 | 4.89 | 12.84 | 6.54 | NA | 9.61 | 12.29 | 8.97 | -1.47 | 2.00 | 3.01 | 33.04 | 14.25 | -6.04 | 29.15 | 32.88 | -31.12 | -10.75 | 11.68 | -1.03 | 22.84 | 67.88 | -1.51 | 10.99 |
| Sharpe Ratio | NA | 0.74 | 0.36 | 0.28 | 0.58 | NA | NA | 0.42 | 0.81 | 0.71 | -0.09 | 0.11 | 0.18 | 2.29 | 0.90 | -0.21 | 1.28 | 0.88 | -0.78 | -0.87 | 0.78 | -0.27 | 1.54 | 4.45 | -0.16 | 5.91 |
| Standard Deviation(%) | NA | 13.57 | 15.05 | 16.05 | 21.22 | NA | NA | 20.77 | 13.57 | 11.74 | 18.92 | 18.34 | 16.61 | 14.44 | 15.84 | 28.92 | 22.64 | 37.10 | 41.08 | 15.98 | 10.81 | 11.92 | 14.19 | 15.10 | 16.61 | 11.78 |
| Draw Down(%) | NA | 9.74 | 18.81 | 27.38 | 36.36 | NA | NA | 62.47 | 9.74 | 5.61 | 17.34 | 16.99 | 12.47 | 5.19 | 11.17 | 26.12 | 18.96 | 36.36 | 47.49 | 21.03 | 12.07 | 15.70 | 11.43 | 11.06 | 28.76 | 2.32 |
| Yield(%) | 0.00 | 35.84 | 12.96 | 8.75 | 13.55 | 7.91 | 10.80 | 12.70 | 35.76 | 0.00 | 0.58 | 1.30 | 3.00 | 15.58 | 6.86 | 0.00 | 0.00 | 0.00 | 0.35 | 39.22 | 25.75 | 29.87 | 7.68 | 8.66 | 0.00 | 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 |
|---|---|---|---|---|
| MXCSX (TOUCHSTONE SMALL CAP GROWTH FUND CLASS C) |
-20.86%
Feb 2006 - Feb 2009 |
-9.70%
Feb 2004 - Feb 2009 |
3.79%
May 2007 - May 2017 |
6.77%
Nov 2003 - Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXCSX (TOUCHSTONE SMALL CAP GROWTH FUND CLASS C) |
31.74%
Mar 2003 - Mar 2006 |
26.45%
Feb 2009 - Feb 2014 |
12.63%
Nov 2008 - Nov 2018 |
10.08%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart