Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TROCX (Touchstone Sustainability and Impact Equ) | 18.66% | 15.69% | 19.55% | 12.33% | 9.03% | NA | NA | 8.95% |
Data as of 07/14/2025, AR inception is 05/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TROCX (Touchstone Sustainability and Impact Equ) | 05/05/2015 | 07/14/2025 |
| 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 (%) | -0.20 | 15.69 | 19.55 | 12.33 | 9.03 | NA | NA | 8.95 | 18.66 | 9.23 | 23.80 | -16.94 | 12.13 | 14.76 | 21.65 | -9.44 | 26.16 | 4.97 | -5.83 |
| Sharpe Ratio | NA | 0.72 | 0.94 | 0.61 | 0.44 | NA | NA | 0.42 | 1.84 | 0.41 | 1.51 | -0.78 | 0.90 | 0.47 | 1.59 | -0.68 | 3.38 | 0.32 | -0.52 |
| Standard Deviation(%) | NA | 17.66 | 16.50 | 16.96 | 17.65 | NA | NA | 17.59 | 19.67 | 13.76 | 13.48 | 23.77 | 13.51 | 30.74 | 12.66 | 15.92 | 7.58 | 15.02 | 16.83 |
| Draw Down(%) | NA | 14.30 | 17.31 | 30.62 | 32.83 | NA | NA | 32.83 | 14.30 | 7.58 | 12.50 | 30.13 | 6.54 | 32.83 | 8.22 | 19.94 | 2.62 | 12.54 | 15.24 |
| Yield(%) | 0.00 | 3.41 | 4.58 | 5.50 | 5.55 | 4.65 | 3.48 | 6.97 | 0.00 | 3.88 | 2.00 | 5.50 | 11.96 | 0.56 | 2.84 | 8.50 | 14.11 | 0.86 | 32.37 |
Data as of 07/14/2025, AR inception is 05/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TROCX (Touchstone Sustainability and Impact Equ) |
0.20%
Mar 2017 - Mar 2020 |
1.46%
Sep 2017 - Sep 2022 |
9.29%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TROCX (Touchstone Sustainability and Impact Equ) |
19.52%
Jun 2022 - Jun 2025 |
15.06%
Mar 2020 - Mar 2025 |
9.29%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart