Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDEAX (TOUCHSTONE DYNAMIC EQUITY FUND A) | NA | -3.59% | -1.51% | 3.01% | 2.69% | 4.57% | NA | … | … |
Data as of 01/02/2024, Common starting date is 06/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDEAX (TOUCHSTONE DYNAMIC EQUITY FUND A) | 06/30/2005 | 01/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | -3.59 | -1.51 | 3.01 | 2.69 | 4.57 | NA | … | … | -3.78 | -3.78 | -9.66 | 5.27 | 9.58 | 12.10 | -10.34 | 7.18 | 4.95 | 6.84 | 3.64 | 19.00 | 6.55 | 7.84 | 6.25 | 4.47 | -33.91 | -3.63 | 8.32 | 1.00 |
| Sharpe Ratio | NA | -0.75 | -0.25 | 0.09 | 0.12 | NA | NA | … | … | -0.75 | -0.76 | -0.58 | 0.42 | 0.32 | 1.18 | -0.81 | 1.21 | 0.54 | 0.59 | 0.42 | 2.30 | 0.71 | 0.43 | 0.45 | 0.31 | -1.19 | -0.45 | 0.59 | -0.06 |
| Standard Deviation(%) | NA | 10.72 | 14.50 | 17.66 | 14.41 | NA | NA | … | … | 10.72 | 10.91 | 19.23 | 12.50 | 29.06 | 9.04 | 14.34 | 5.44 | 8.76 | 11.56 | 8.59 | 8.25 | 9.29 | 18.33 | 13.62 | 14.17 | 29.18 | 14.69 | 8.57 | 8.16 |
| Draw Down(%) | NA | 10.96 | 21.17 | 29.48 | 29.48 | NA | NA | … | … | 10.96 | 10.96 | 18.74 | 8.12 | 29.48 | 4.90 | 17.70 | 2.68 | 5.99 | 9.15 | 6.93 | 3.58 | 6.43 | 13.99 | 10.65 | 12.40 | 40.35 | 15.35 | 7.14 | 4.44 |
| Yield(%) | 0.00 | 2.53 | 9.28 | 9.95 | 5.73 | 5.74 | 3.10 | … | … | 0.00 | 2.53 | 21.04 | 3.60 | 3.53 | 19.65 | 0.00 | 1.44 | 0.40 | 0.00 | 0.30 | 0.00 | 0.77 | 0.00 | 0.00 | 0.00 | 0.00 | 1.29 | 0.15 | 2.04 |
Data as of 01/02/2024, Common starting date is 06/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDEAX (TOUCHSTONE DYNAMIC EQUITY FUND A) |
-17.34%
Jun 2007 – Jun 2010 |
-7.21%
Aug 2005 – Aug 2010 |
0.24%
Jun 2007 – Jun 2017 |
0.80%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDEAX (TOUCHSTONE DYNAMIC EQUITY FUND A) |
13.56%
Sep 2011 – Sep 2014 |
10.63%
Apr 2009 – Apr 2014 |
7.42%
Aug 2011 – Aug 2021 |
4.95%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart