Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TEQAX (TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CL) 12.55% 25.58% 20.43% 10.43% 11.62% 10.74% 8.73%
Data as of 06/03/2026, Common starting date is 04/11/1997
More Performance Analytics Comparison
Name Start Date End Date
TEQAX (TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CL) 04/11/1997 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 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) 2.75 25.58 20.43 10.43 11.62 10.74 8.73 12.55 29.86 8.94 23.45 -17.07 11.85 14.44 21.24 -9.72 25.74 4.60 -0.31 10.83 29.93 6.12 4.94 19.22 25.88 -41.64 26.42 -3.91 16.37 17.12 105.34 -36.27 -23.20 -19.36 18.13 21.65 29.14
Sharpe Ratio NA 1.35 1.07 0.44 0.56 NA NA 1.32 1.63 0.38 1.48 -0.78 0.87 0.46 1.56 -0.70 3.33 0.29 -0.02 0.63 2.40 0.47 0.22 0.93 1.03 -1.14 1.21 -0.43 1.11 1.13 1.97 -1.31 -0.96 -0.82 0.83 0.93 2.22
Standard Deviation(%) NA 15.94 15.62 17.23 17.57 NA NA 20.09 16.64 13.86 13.47 23.78 13.52 30.66 12.68 15.94 7.57 15.04 16.12 17.04 12.47 12.89 22.25 20.67 24.91 37.37 19.25 16.92 12.67 14.31 53.03 28.53 27.08 28.80 17.75 19.49 17.36
Draw Down(%) NA 11.23 14.29 30.72 32.90 NA NA 11.23 14.29 7.57 12.58 30.25 6.54 32.90 8.25 20.15 2.61 12.61 17.18 13.49 8.25 10.26 16.74 13.16 21.11 49.16 11.05 17.77 9.06 13.14 11.32 41.64 42.42 31.21 9.74 19.52 9.08
Yield(%) 0.00 4.70 3.93 5.04 6.44 8.44 7.29 0.00 5.47 3.76 1.77 5.54 12.25 0.37 2.66 8.52 14.36 0.58 34.80 18.71 10.75 0.45 0.00 0.09 0.31 0.05 0.00 0.00 0.00 0.00 0.00 0.00 0.00 18.79 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 04/11/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TEQAX (TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CL) -28.34%
Mar 2000 – Mar 2003
-12.78%
Feb 1998 – Feb 2003
-2.28%
Feb 1999 – Feb 2009
3.61%
Aug 2000 – Aug 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TEQAX (TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CL) 44.37%
Jan 2003 – Jan 2006
27.86%
Sep 2002 – Sep 2007
13.73%
Feb 2009 – Feb 2019
13.59%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return