Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
TICSX (TOUCHSTONE SMALL COMPANY FUND INSTITUTIONAL) | 3.01% | 6.88% | 11.75% | 14.55% | NA | NA | NA | 10.30% |
Data as of 07/25/2025, AR inception is 10/31/2017
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
TICSX (TOUCHSTONE SMALL COMPANY FUND INSTITUTIONAL) | 10/31/2017 | 07/25/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.84 | 6.88 | 11.75 | 14.55 | NA | NA | NA | 10.30 | 3.01 | 8.06 | 16.01 | -16.14 | 5.41 | 17.79 | 21.68 | -8.30 | 4.78 |
Sharpe Ratio | NA | 0.17 | 0.43 | 0.63 | NA | NA | NA | 0.33 | 0.10 | 0.09 | 0.71 | -0.68 | 0.21 | 0.44 | 1.29 | -0.57 | 3.48 |
Standard Deviation(%) | NA | 21.52 | 19.49 | 20.20 | NA | NA | NA | 22.80 | 24.16 | 17.05 | 16.60 | 26.00 | 25.17 | 40.17 | 15.67 | 16.79 | 9.31 |
Draw Down(%) | NA | 22.54 | 22.54 | 26.86 | NA | NA | NA | 42.46 | 21.92 | 11.35 | 12.92 | 25.45 | 22.04 | 41.65 | 10.99 | 24.97 | 1.87 |
Yield(%) | 0.00 | 5.42 | 3.10 | 7.24 | 5.20 | 3.46 | 2.60 | 7.42 | 0.00 | 5.98 | 0.16 | 1.86 | 18.41 | 0.11 | 6.16 | 10.93 | 8.04 |
Data as of 07/25/2025, AR inception is 10/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TICSX (TOUCHSTONE SMALL COMPANY FUND INSTITUTIONAL) |
1.13%
Apr 2021 - Apr 2024 |
4.82%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
TICSX (TOUCHSTONE SMALL COMPANY FUND INSTITUTIONAL) |
22.84%
Mar 2020 - Mar 2023 |
17.18%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart