Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TQPAX (Touchstone Strategic Income Opportunities Fund Class A) | 4.81% | 7.33% | 6.94% | 2.70% | 3.41% | 3.95% | 4.35% | 4.92% |
Data as of 07/22/2025, AR inception is 08/14/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TQPAX (Touchstone Strategic Income Opportunities Fund Class A) | 08/14/1995 | 07/22/2025 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 7.33 | 6.94 | 2.70 | 3.41 | 3.95 | 4.35 | 4.92 | 4.81 | 7.29 | 8.35 | -9.86 | -0.84 | 7.89 | 11.48 | -4.08 | 6.52 | 7.83 | -2.72 | 3.33 | 0.32 | 12.13 | 3.63 | 11.19 | 27.64 | -15.50 | 3.98 | 7.93 | 4.64 | 12.44 | 19.31 | 4.03 | -2.63 | -1.05 | 6.99 | -7.35 | 10.13 | 10.76 | 3.96 |
| Sharpe Ratio | NA | 0.66 | 0.73 | 0.13 | 0.40 | NA | NA | 0.66 | 0.98 | 0.75 | 0.84 | -1.72 | -0.33 | 1.13 | 3.35 | -1.51 | 2.18 | 2.06 | -0.79 | 1.02 | 0.07 | 4.01 | 0.81 | 2.56 | 5.31 | -2.08 | 0.20 | 1.17 | 0.62 | 2.31 | 4.28 | 0.60 | -1.07 | -1.28 | 0.70 | -1.61 | 1.30 | 1.66 | 1.93 |
| Standard Deviation(%) | NA | 4.77 | 5.54 | 5.04 | 4.65 | NA | NA | 4.71 | 4.88 | 4.89 | 5.62 | 6.60 | 2.66 | 6.74 | 2.99 | 3.62 | 2.70 | 3.70 | 3.46 | 3.25 | 4.15 | 3.04 | 4.45 | 4.34 | 5.19 | 7.87 | 4.17 | 3.88 | 3.82 | 4.96 | 4.34 | 4.81 | 4.84 | 4.13 | 5.20 | 6.74 | 4.94 | 4.25 | 3.57 |
| Draw Down(%) | NA | 2.98 | 8.38 | 17.16 | 17.16 | NA | NA | 22.16 | 2.48 | 2.42 | 5.30 | 15.83 | 2.34 | 12.46 | 0.88 | 5.62 | 1.76 | 2.94 | 6.14 | 4.68 | 7.07 | 1.43 | 6.55 | 3.86 | 4.58 | 22.16 | 3.72 | 2.97 | 2.82 | 6.07 | 4.98 | 6.09 | 7.85 | 7.32 | 4.18 | 17.44 | 5.43 | 3.28 | 0.70 |
| Yield(%) | 0.00 | 4.33 | 4.63 | 3.49 | 3.63 | 4.06 | 4.38 | 4.73 | 1.93 | 4.56 | 5.08 | 3.49 | 1.70 | 3.56 | 4.07 | 4.34 | 3.15 | 3.70 | 4.06 | 3.92 | 4.14 | 4.45 | 5.58 | 5.98 | 7.78 | 7.50 | 5.76 | 5.11 | 5.04 | 7.11 | 5.89 | 4.49 | 8.23 | 8.82 | 10.15 | 8.05 | 7.99 | 6.61 | 2.94 |
Data as of 07/22/2025, AR inception is 08/14/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TQPAX (Touchstone Strategic Income Opportunities Fund Class A) |
-2.79%
Sep 2019 - Sep 2022 |
-1.33%
Sep 1997 - Sep 2002 |
1.42%
Oct 2012 - Oct 2022 |
3.16%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TQPAX (Touchstone Strategic Income Opportunities Fund Class A) |
15.36%
Feb 2009 - Feb 2012 |
11.36%
Nov 2008 - Nov 2013 |
8.57%
Jul 2002 - Jul 2012 |
6.82%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart