Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TQPYX (Touchstone Strategic Income Opportunities Fund) | 4.62% | 6.93% | 7.30% | 2.90% | 3.63% | NA | NA | 3.54% |
Data as of 07/25/2025, AR inception is 01/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TQPYX (Touchstone Strategic Income Opportunities Fund) | 01/29/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 6.93 | 7.30 | 2.90 | 3.63 | NA | NA | 3.54 | 4.62 | 8.21 | 8.20 | -9.61 | -0.51 | 8.10 | 11.75 | -4.20 | 6.74 | 7.93 | -3.60 |
| Sharpe Ratio | NA | 0.78 | 0.70 | 0.17 | 0.46 | NA | NA | 0.43 | 1.08 | 0.92 | 0.82 | -1.63 | -0.19 | 1.16 | 3.53 | -1.57 | 2.11 | 2.04 | -1.12 |
| Standard Deviation(%) | NA | 4.83 | 5.65 | 5.16 | 4.72 | NA | NA | 4.66 | 4.97 | 4.99 | 5.61 | 6.78 | 2.82 | 6.72 | 2.91 | 3.57 | 2.89 | 3.78 | 3.51 |
| Draw Down(%) | NA | 3.30 | 8.39 | 17.11 | 17.11 | NA | NA | 17.11 | 2.49 | 2.71 | 4.82 | 15.96 | 2.44 | 12.50 | 0.88 | 5.74 | 1.76 | 2.94 | 6.02 |
| Yield(%) | 0.00 | 4.63 | 4.90 | 3.69 | 3.82 | 2.60 | 1.95 | 3.90 | 2.04 | 4.90 | 5.35 | 3.75 | 1.73 | 3.75 | 4.29 | 4.52 | 3.37 | 3.80 | 3.97 |
Data as of 07/25/2025, AR inception is 01/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TQPYX (Touchstone Strategic Income Opportunities Fund) |
-2.64%
Sep 2019 - Sep 2022 |
-0.24%
Sep 2017 - Sep 2022 |
3.23%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TQPYX (Touchstone Strategic Income Opportunities Fund) |
7.88%
Jun 2022 - Jun 2025 |
5.97%
Jan 2016 - Jan 2021 |
3.43%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart