Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEQBX (TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS B) | NA | 3.30% | 1.59% | 8.98% | 3.58% | 11.33% | NA | 6.73% |
Data as of 12/28/2017, AR inception is 05/09/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEQBX (TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS B) | 05/09/2001 | 12/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.30 | 1.59 | 8.98 | 3.58 | 11.33 | NA | 6.73 | 3.42 | 3.78 | -35.87 | -9.76 | 17.56 | 5.42 | 4.99 | 18.40 | 24.94 | -42.04 | 26.32 | -4.79 | 15.61 | 16.12 | 116.54 | -36.76 | -10.54 |
| Sharpe Ratio | NA | -6.42 | -1.26 | -1.06 | -0.94 | NA | NA | -0.69 | -6.43 | -2.01 | -1.16 | -1.11 | -0.06 | -1.03 | -0.61 | -0.01 | 0.25 | -1.64 | 0.22 | -1.58 | -0.42 | -0.24 | 1.64 | -1.98 | -1.74 |
| Standard Deviation(%) | NA | 2.48 | 28.39 | 25.75 | 25.38 | NA | NA | 27.08 | 2.48 | 15.03 | 46.78 | 25.44 | 15.66 | 12.85 | 22.28 | 20.68 | 24.93 | 37.51 | 19.84 | 17.29 | 12.79 | 14.40 | 59.27 | 28.49 | 23.46 |
| Draw Down(%) | NA | 1.13 | 49.10 | 54.33 | 54.33 | NA | NA | 54.71 | 1.13 | 12.67 | 46.53 | 21.86 | 10.52 | 10.46 | 16.75 | 13.30 | 21.20 | 49.29 | 11.38 | 18.26 | 9.26 | 13.34 | 11.47 | 42.01 | 33.38 |
| Yield(%) | 0.00 | 0.00 | 12.28 | 15.03 | 6.95 | 16.30 | 6.93 | 8.67 | 0.00 | 0.00 | 37.31 | 19.59 | 11.05 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/28/2017, AR inception is 05/09/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEQBX (TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS B) |
-16.25%
Feb 2006 - Feb 2009 |
-4.58%
Feb 2004 - Feb 2009 |
3.34%
Oct 2007 - Oct 2017 |
6.79%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEQBX (TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND TOUCHSTONE SUSTAINABILITY AND IMPACT EQUITY FUND CLASS B) |
46.33%
Jan 2003 - Jan 2006 |
28.57%
Sep 2002 - Sep 2007 |
13.74%
Mar 2003 - Mar 2013 |
11.51%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart