Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCVIX (TOUCHSTONE MID CAP VALUE FUND INSTITUTIONAL) | 14.71% | 26.01% | 14.51% | 4.91% | 8.13% | 9.07% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCVIX (TOUCHSTONE MID CAP VALUE FUND INSTITUTIONAL) | 10/02/2009 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 26.01 | 14.51 | 4.91 | 8.13 | 9.07 | NA | … | … | 14.71 | 10.00 | 8.60 | 7.78 | -12.97 | 19.66 | 5.71 | 29.77 | -16.79 | 14.11 | 20.81 | -1.87 | 9.57 | 33.56 | 15.33 | -4.18 | 26.48 | 8.96 |
| Sharpe Ratio | NA | 1.69 | 0.77 | 0.13 | 0.33 | NA | NA | … | … | 2.25 | 0.42 | 0.40 | 0.28 | -0.63 | 1.14 | 0.14 | 2.31 | -1.22 | 1.56 | 1.38 | -0.13 | 0.86 | 2.85 | 1.09 | -0.16 | 1.30 | 2.28 |
| Standard Deviation(%) | NA | 13.54 | 14.64 | 17.22 | 19.31 | NA | NA | … | … | 15.23 | 17.16 | 12.43 | 14.75 | 23.12 | 17.18 | 39.83 | 12.27 | 14.91 | 8.65 | 14.90 | 14.57 | 11.15 | 11.77 | 14.11 | 27.16 | 20.34 | 18.30 |
| Draw Down(%) | NA | 8.52 | 18.98 | 23.93 | 41.89 | NA | NA | … | … | 8.52 | 16.54 | 8.65 | 14.14 | 17.88 | 11.02 | 41.89 | 7.01 | 23.97 | 4.56 | 10.97 | 11.92 | 8.41 | 5.25 | 11.47 | 26.73 | 15.41 | 7.72 |
| Yield(%) | 0.00 | 4.48 | 4.33 | 2.49 | 3.64 | 5.22 | 5.65 | … | … | 0.00 | 4.50 | 5.65 | 1.92 | 1.03 | 0.75 | 0.80 | 1.17 | 4.58 | 6.88 | 5.00 | 6.65 | 4.54 | 10.95 | 2.45 | 6.19 | 2.07 | 0.67 |
Data as of 06/03/2026, Common starting date is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCVIX (TOUCHSTONE MID CAP VALUE FUND INSTITUTIONAL) |
-5.75%
Mar 2017 – Mar 2020 |
0.34%
Mar 2015 – Mar 2020 |
5.65%
Oct 2013 – Oct 2023 |
8.24%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCVIX (TOUCHSTONE MID CAP VALUE FUND INSTITUTIONAL) |
22.40%
Sep 2011 – Sep 2014 |
16.81%
Sep 2011 – Sep 2016 |
13.33%
Sep 2011 – Sep 2021 |
10.31%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart