Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCPNX (TOUCHSTONE TOTAL RETURN BOND FUND INSTITUTIONAL) | 2.76% | 3.26% | 2.20% | -0.83% | 1.65% | 2.49% | NA | 2.76% |
Data as of 07/18/2025, AR inception is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCPNX (TOUCHSTONE TOTAL RETURN BOND FUND INSTITUTIONAL) | 10/02/2009 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 3.26 | 2.20 | -0.83 | 1.65 | 2.49 | NA | 2.76 | 2.76 | 1.88 | 5.55 | -13.09 | -0.92 | 6.83 | 8.01 | 0.24 | 4.04 | 2.74 | -0.03 | 6.89 | -2.00 | 5.78 | 8.19 | 7.79 | -0.98 |
| Sharpe Ratio | NA | 0.01 | -0.18 | -0.49 | 0.04 | NA | NA | 0.40 | 0.38 | -0.31 | 0.27 | -1.99 | -0.25 | 1.35 | 1.77 | -0.41 | 1.37 | 0.83 | -0.02 | 2.59 | -0.64 | 2.55 | 2.21 | 2.31 | -1.13 |
| Standard Deviation(%) | NA | 5.46 | 6.47 | 5.83 | 4.81 | NA | NA | 4.28 | 5.60 | 5.62 | 7.07 | 7.33 | 3.79 | 4.84 | 3.70 | 2.80 | 2.49 | 3.03 | 3.48 | 2.66 | 3.18 | 2.27 | 3.69 | 3.33 | 3.51 |
| Draw Down(%) | NA | 4.94 | 9.05 | 18.04 | 18.04 | NA | NA | 18.04 | 2.94 | 4.21 | 7.19 | 16.42 | 2.97 | 7.38 | 2.08 | 2.43 | 1.26 | 4.28 | 2.67 | 1.26 | 5.16 | 1.16 | 2.09 | 3.28 | 1.40 |
| Yield(%) | 0.00 | 3.54 | 3.30 | 2.52 | 2.74 | 3.23 | 2.57 | 3.42 | 1.63 | 3.74 | 3.37 | 2.33 | 1.95 | 2.33 | 2.86 | 2.88 | 2.90 | 2.86 | 2.99 | 3.30 | 3.08 | 3.08 | 7.83 | 3.95 | 0.32 |
Data as of 07/18/2025, AR inception is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCPNX (TOUCHSTONE TOTAL RETURN BOND FUND INSTITUTIONAL) |
-5.27%
Oct 2020 - Oct 2023 |
-0.59%
Oct 2017 - Oct 2022 |
0.83%
Oct 2012 - Oct 2022 |
2.57%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCPNX (TOUCHSTONE TOTAL RETURN BOND FUND INSTITUTIONAL) |
7.25%
Dec 2009 - Dec 2012 |
5.34%
Jan 2010 - Jan 2015 |
4.35%
Feb 2010 - Feb 2020 |
2.71%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart