Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TARBX (TOUCHSTONE ARBITRAGE FUND INSTITUTIONAL CLASS) | 3.06% | 6.38% | 7.46% | 6.51% | 4.65% | NA | NA | 4.30% |
Data as of 08/01/2025, AR inception is 10/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TARBX (TOUCHSTONE ARBITRAGE FUND INSTITUTIONAL CLASS) | 10/04/2013 | 08/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 6.38 | 7.46 | 6.51 | 4.65 | NA | NA | 4.30 | 3.06 | 8.30 | 13.22 | -8.37 | 9.60 | 4.70 | 12.73 | -2.37 | 0.41 | 5.21 | 2.87 | -0.54 | 0.50 |
| Sharpe Ratio | NA | 0.88 | 0.94 | 1.02 | 0.66 | NA | NA | 0.60 | 0.55 | 1.58 | 2.04 | -1.60 | 3.29 | 0.42 | 3.51 | -0.97 | -0.13 | 2.09 | 1.18 | -0.19 | 1.36 |
| Standard Deviation(%) | NA | 3.68 | 4.32 | 4.36 | 4.89 | NA | NA | 4.60 | 4.20 | 2.95 | 4.74 | 6.14 | 2.91 | 10.55 | 3.21 | 3.90 | 1.93 | 2.39 | 2.41 | 2.93 | 1.53 |
| Draw Down(%) | NA | 4.31 | 6.13 | 11.52 | 21.48 | NA | NA | 21.48 | 4.31 | 1.83 | 3.61 | 11.50 | 1.68 | 21.48 | 1.41 | 4.01 | 1.84 | 0.99 | 1.39 | 3.87 | 0.40 |
| Yield(%) | 0.00 | 5.58 | 7.04 | 6.91 | 5.07 | 3.42 | 2.56 | 4.66 | 2.48 | 7.89 | 8.24 | 5.46 | 6.59 | 6.36 | 4.22 | 2.16 | 4.28 | 2.92 | 1.86 | 0.16 | 0.00 |
Data as of 08/01/2025, AR inception is 10/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TARBX (TOUCHSTONE ARBITRAGE FUND INSTITUTIONAL CLASS) |
-2.14%
Mar 2017 - Mar 2020 |
-0.11%
Mar 2015 - Mar 2020 |
3.20%
Nov 2013 - Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TARBX (TOUCHSTONE ARBITRAGE FUND INSTITUTIONAL CLASS) |
9.38%
Jun 2022 - Jun 2025 |
9.12%
Mar 2020 - Mar 2025 |
4.68%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart