Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDELX (TOUCHSTONE DYNAMIC EQUITY FUND INSTITUTIONAL) | NA | -0.85% | -0.34% | 3.95% | 3.33% | 5.09% | NA | … | … |
Data as of 01/02/2024, Common starting date is 12/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDELX (TOUCHSTONE DYNAMIC EQUITY FUND INSTITUTIONAL) | 12/28/2005 | 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 (%) | -0.29 | -0.85 | -0.34 | 3.95 | 3.33 | 5.09 | NA | … | … | -1.03 | -1.03 | -9.26 | 4.12 | 10.32 | 12.56 | -10.03 | 7.54 | 5.27 | 7.19 | 3.98 | 19.30 | 6.95 | 8.05 | 6.51 | 4.66 | -33.69 | -3.33 | 8.69 | 0.40 |
| Sharpe Ratio | NA | -0.51 | -0.18 | 0.14 | 0.17 | NA | NA | … | … | -0.51 | -0.50 | -0.56 | 0.32 | 0.35 | 1.23 | -0.80 | 1.29 | 0.58 | 0.62 | 0.46 | 2.36 | 0.74 | 0.44 | 0.47 | 0.32 | -1.18 | -0.44 | 0.63 | 62.55 |
| Standard Deviation(%) | NA | 10.52 | 14.46 | 17.64 | 14.39 | NA | NA | … | … | 10.52 | 10.71 | 19.23 | 12.75 | 29.06 | 9.07 | 14.27 | 5.40 | 8.71 | 11.58 | 8.64 | 8.17 | 9.35 | 18.36 | 13.67 | 14.10 | 29.26 | 14.66 | 8.58 | 1.01 |
| Draw Down(%) | NA | 9.58 | 20.93 | 29.45 | 29.45 | NA | NA | … | … | 9.58 | 9.58 | 18.58 | 8.05 | 29.45 | 4.82 | 17.45 | 2.68 | 6.01 | 9.12 | 6.99 | 3.52 | 6.43 | 14.07 | 10.55 | 12.42 | 40.17 | 15.14 | 7.14 | 0.00 |
| Yield(%) | 0.00 | 2.33 | 9.44 | 9.95 | 5.93 | 6.03 | 3.25 | … | … | 0.00 | 2.33 | 20.49 | 5.05 | 2.75 | 19.25 | 0.88 | 1.92 | 0.62 | 0.03 | 0.70 | 0.06 | 0.94 | 0.00 | 0.00 | 0.00 | 0.00 | 1.17 | 0.26 | 1.63 |
Data as of 01/02/2024, Common starting date is 12/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDELX (TOUCHSTONE DYNAMIC EQUITY FUND INSTITUTIONAL) |
-17.09%
Jun 2007 – Jun 2010 |
-6.39%
Sep 2006 – Sep 2011 |
0.53%
Jun 2007 – Jun 2017 |
1.13%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDELX (TOUCHSTONE DYNAMIC EQUITY FUND INSTITUTIONAL) |
13.88%
Sep 2011 – Sep 2014 |
10.93%
Apr 2009 – Apr 2014 |
7.81%
Aug 2011 – Aug 2021 |
5.48%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart