Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TACLX (TOUCHSTONE LARGE CAP FUND CLASS A) | 8.55% | 16.34% | 13.30% | 7.37% | 10.24% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TACLX (TOUCHSTONE LARGE CAP FUND CLASS A) | 07/11/2014 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.08 | 16.34 | 13.30 | 7.37 | 10.24 | NA | NA | … | … | 8.55 | 7.84 | 14.64 | 14.02 | -15.39 | 25.60 | 9.95 | 23.09 | -6.61 | 21.24 | 8.74 | -3.81 | 7.57 |
| Sharpe Ratio | NA | 1.38 | 0.83 | 0.34 | 0.51 | NA | NA | … | … | 1.78 | 0.31 | 1.05 | 0.87 | -0.79 | 2.08 | 0.30 | 1.77 | -0.47 | 2.68 | 0.64 | -0.26 | 1.36 |
| Standard Deviation(%) | NA | 11.06 | 12.75 | 14.80 | 16.77 | NA | NA | … | … | 12.24 | 15.85 | 10.48 | 12.05 | 21.30 | 12.30 | 32.72 | 12.18 | 17.08 | 7.72 | 13.30 | 15.06 | 12.19 |
| Draw Down(%) | NA | 7.81 | 14.68 | 23.45 | 34.21 | NA | NA | … | … | 7.81 | 14.37 | 6.06 | 11.10 | 23.45 | 5.35 | 34.21 | 6.99 | 19.80 | 4.52 | 10.60 | 13.74 | 8.40 |
| Yield(%) | 0.00 | 2.83 | 3.06 | 2.93 | 3.73 | 2.66 | 2.00 | … | … | 0.00 | 2.87 | 3.83 | 1.82 | 3.09 | 3.36 | 0.86 | 7.86 | 0.61 | 0.43 | 0.78 | 0.57 | 0.07 |
Data as of 06/03/2026, Common starting date is 07/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACLX (TOUCHSTONE LARGE CAP FUND CLASS A) |
1.21%
Mar 2017 – Mar 2020 |
2.60%
Mar 2015 – Mar 2020 |
8.21%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACLX (TOUCHSTONE LARGE CAP FUND CLASS A) |
19.34%
Dec 2018 – Dec 2021 |
14.87%
Mar 2020 – Mar 2025 |
10.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart