Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDECX (TOUCHSTONE DYNAMIC EQUITY FUND C) | NA | -4.21% | -2.26% | 2.81% | 2.21% | 3.98% | NA | … | … |
Data as of 01/02/2024, Common starting date is 06/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDECX (TOUCHSTONE DYNAMIC EQUITY FUND C) | 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 (%) | -0.24 | -4.21 | -2.26 | 2.81 | 2.21 | 3.98 | NA | … | … | -4.43 | -4.43 | -10.43 | 4.83 | 9.07 | 11.35 | -11.01 | 6.37 | 4.16 | 6.06 | 2.83 | 18.07 | 5.83 | 7.12 | 5.34 | 3.65 | -34.39 | -4.46 | 7.58 | 0.58 |
| Sharpe Ratio | NA | -0.85 | -0.31 | 0.08 | 0.09 | NA | NA | … | … | -0.86 | -0.86 | -0.62 | 0.39 | 0.30 | 1.09 | -0.87 | 1.08 | 0.45 | 0.52 | 0.33 | 2.21 | 0.62 | 0.39 | 0.39 | 0.25 | -1.20 | -0.51 | 0.50 | -0.16 |
| Standard Deviation(%) | NA | 10.20 | 14.39 | 17.65 | 14.40 | NA | NA | … | … | 10.20 | 10.38 | 19.27 | 12.47 | 29.02 | 9.09 | 14.22 | 5.35 | 8.78 | 11.60 | 8.66 | 8.16 | 9.35 | 18.35 | 13.62 | 14.03 | 29.24 | 14.69 | 8.55 | 8.16 |
| Draw Down(%) | NA | 11.48 | 21.72 | 29.44 | 30.29 | NA | NA | … | … | 11.48 | 11.48 | 19.25 | 8.09 | 29.44 | 4.87 | 18.24 | 2.90 | 6.09 | 9.23 | 7.10 | 3.71 | 6.57 | 14.07 | 10.75 | 12.43 | 40.73 | 15.62 | 7.25 | 4.46 |
| Yield(%) | 0.00 | 1.58 | 9.72 | 10.70 | 5.81 | 5.60 | 2.95 | … | … | 0.00 | 1.58 | 23.47 | 3.20 | 5.36 | 21.20 | 0.00 | 0.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 1.59 | 0.01 | 1.82 |
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 |
|---|---|---|---|---|
| TDECX (TOUCHSTONE DYNAMIC EQUITY FUND C) |
-17.97%
Jun 2007 – Jun 2010 |
-7.92%
Aug 2005 – Aug 2010 |
-0.51%
Jun 2007 – Jun 2017 |
0.23%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDECX (TOUCHSTONE DYNAMIC EQUITY FUND C) |
12.73%
Sep 2011 – Sep 2014 |
9.80%
Apr 2009 – Apr 2014 |
6.92%
Aug 2011 – Aug 2021 |
4.36%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart