Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TPYAX (TOUCHSTONE PREMIUM YIELD EQUITY FUND CLASS A) | 18.43% | 26.85% | 16.09% | 8.04% | 7.00% | 8.61% | NA | 5.04% |
Data as of 07/25/2025, AR inception is 12/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TPYAX (TOUCHSTONE PREMIUM YIELD EQUITY FUND CLASS A) | 12/06/2007 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 26.85 | 16.09 | 8.04 | 7.00 | 8.61 | NA | 5.04 | 18.43 | -1.49 | 20.42 | -20.82 | 4.78 | 12.51 | 23.43 | -9.68 | 12.43 | 17.42 | -10.47 | 11.37 | 21.66 | 6.93 | 15.24 | 10.13 | 19.75 | -42.62 | -3.71 |
| Sharpe Ratio | NA | 0.92 | 0.75 | 0.36 | 0.29 | NA | NA | 0.22 | 1.46 | -0.45 | 1.07 | -0.96 | 0.32 | 0.43 | 1.76 | -0.74 | 1.66 | 1.24 | -0.68 | 1.08 | 2.07 | 0.65 | 0.75 | 0.62 | 0.91 | -1.23 | -2.73 |
| Standard Deviation(%) | NA | 20.31 | 18.40 | 18.19 | 17.69 | NA | NA | 18.41 | 22.79 | 18.10 | 15.27 | 23.11 | 14.86 | 28.26 | 12.53 | 14.98 | 7.13 | 13.91 | 15.52 | 10.54 | 10.43 | 10.63 | 20.21 | 16.16 | 21.71 | 35.44 | 17.12 |
| Draw Down(%) | NA | 17.86 | 17.88 | 38.43 | 38.43 | NA | NA | 58.17 | 17.86 | 14.19 | 17.88 | 34.44 | 12.04 | 33.97 | 8.79 | 19.93 | 4.85 | 9.50 | 16.65 | 9.38 | 6.86 | 8.57 | 15.84 | 12.21 | 26.33 | 48.97 | 5.43 |
| Yield(%) | 0.00 | 9.97 | 5.31 | 3.36 | 5.90 | 7.50 | 3.72 | 4.37 | 0.00 | 10.29 | 1.82 | 1.78 | 1.47 | 0.38 | 23.85 | 9.84 | 4.85 | 2.83 | 8.35 | 9.46 | 2.88 | 3.15 | 3.38 | 2.75 | 3.00 | 2.40 | 0.00 |
Data as of 07/25/2025, AR inception is 12/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPYAX (TOUCHSTONE PREMIUM YIELD EQUITY FUND CLASS A) |
-7.31%
Jan 2008 - Jan 2011 |
-1.48%
Sep 2017 - Sep 2022 |
3.31%
Oct 2013 - Oct 2023 |
3.86%
Jan 2008 - Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TPYAX (TOUCHSTONE PREMIUM YIELD EQUITY FUND CLASS A) |
23.45%
Feb 2009 - Feb 2012 |
19.01%
Feb 2009 - Feb 2014 |
11.88%
Feb 2009 - Feb 2019 |
9.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart