Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MXIIX (TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y) | 2.40% | 3.98% | 4.00% | 2.47% | 3.42% | 4.25% | 4.03% | 4.35% |
Data as of 07/25/2025, AR inception is 02/26/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXIIX (TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y) | 02/26/1998 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 3.98 | 4.00 | 2.47 | 3.42 | 4.25 | 4.03 | 4.35 | 2.40 | 4.82 | 7.97 | -9.28 | 3.18 | 7.25 | 8.73 | -1.48 | 6.75 | 3.90 | 2.54 | 7.36 | 0.86 | 8.54 | 5.97 | 12.34 | 34.75 | -21.16 | -3.48 | 7.83 | 1.94 | 6.05 | 10.33 | 4.73 | 6.02 | 10.43 | -5.69 | 4.48 |
| Sharpe Ratio | NA | 0.21 | 0.18 | 0.12 | 0.44 | NA | NA | 0.47 | 0.29 | -0.53 | 1.41 | -2.39 | 1.59 | 0.62 | 4.00 | -1.50 | 3.33 | 1.30 | 1.10 | 3.82 | 0.23 | 3.20 | 0.98 | 2.26 | 2.72 | -1.19 | -1.63 | 1.56 | -0.07 | 1.03 | 3.08 | 1.21 | 0.75 | 1.52 | -1.99 | 0.28 |
| Standard Deviation(%) | NA | 3.89 | 3.55 | 3.40 | 4.48 | NA | NA | 6.00 | 4.34 | 3.35 | 2.66 | 4.47 | 1.98 | 11.21 | 1.83 | 1.86 | 1.85 | 2.85 | 2.29 | 1.92 | 3.53 | 2.67 | 6.04 | 5.42 | 12.74 | 18.46 | 3.98 | 2.93 | 3.39 | 4.97 | 3.13 | 3.00 | 4.97 | 4.17 | 4.48 | 7.16 |
| Draw Down(%) | NA | 2.47 | 6.19 | 11.58 | 15.21 | NA | NA | 38.15 | 2.47 | 1.73 | 2.38 | 11.08 | 1.61 | 15.21 | 0.75 | 2.54 | 1.12 | 3.57 | 1.65 | 0.97 | 6.24 | 1.87 | 5.42 | 4.87 | 21.01 | 33.77 | 5.58 | 2.10 | 3.46 | 9.33 | 5.35 | 2.70 | 3.45 | 4.57 | 9.82 | 4.74 |
| Yield(%) | 0.00 | 3.63 | 3.62 | 3.52 | 3.54 | 4.15 | 4.04 | 4.24 | 1.60 | 4.07 | 3.92 | 3.03 | 3.50 | 3.94 | 4.02 | 3.82 | 2.82 | 2.94 | 3.26 | 4.95 | 4.92 | 4.24 | 5.18 | 5.07 | 8.10 | 5.37 | 7.01 | 5.29 | 4.62 | 3.71 | 5.00 | 2.40 | 0.00 | 2.26 | 7.69 | 11.88 |
Data as of 07/25/2025, AR inception is 02/26/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXIIX (TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y) |
-9.97%
Feb 2006 - Feb 2009 |
-4.78%
Feb 2004 - Feb 2009 |
0.22%
Feb 1999 - Feb 2009 |
3.69%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXIIX (TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y) |
22.56%
Feb 2009 - Feb 2012 |
14.91%
Feb 2009 - Feb 2014 |
9.31%
Feb 2009 - Feb 2019 |
7.04%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart