Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TBARX (Touchstone Strategic Trust – balanced Fund) | 1.75% | 11.73% | 12.00% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 10/28/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TBARX (Touchstone Strategic Trust – balanced Fund) | 10/28/2021 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.40 | 11.73 | 12.00 | NA | NA | NA | NA | … | … | 1.75 | 14.03 | 13.46 | 18.59 | -15.85 | 0.97 |
| Sharpe Ratio | NA | 1.06 | 0.91 | NA | NA | NA | NA | … | … | 0.14 | 0.98 | 1.21 | 1.72 | -1.04 | 0.61 |
| Standard Deviation(%) | NA | 8.56 | 9.65 | NA | NA | NA | NA | … | … | 10.05 | 11.47 | 8.15 | 8.77 | 16.60 | 9.25 |
| Draw Down(%) | NA | 8.25 | 11.53 | NA | NA | NA | NA | … | … | 8.25 | 11.53 | 3.95 | 8.05 | 21.18 | 4.25 |
| Yield(%) | 0.00 | 5.66 | 3.76 | 2.85 | 1.42 | 0.95 | 0.71 | … | … | 0.41 | 5.87 | 2.46 | 1.89 | 1.18 | 2.52 |
Data as of 06/12/2026, Common starting date is 10/28/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBARX (Touchstone Strategic Trust – balanced Fund) |
4.23%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TBARX (Touchstone Strategic Trust – balanced Fund) |
16.94%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart