Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSFAX (TOUCHSTONE SMALL CAP FUND CLASS A) | -3.56% | -2.79% | 6.70% | 7.18% | 4.00% | 7.88% | NA | 8.66% |
Data as of 07/29/2025, AR inception is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSFAX (TOUCHSTONE SMALL CAP FUND CLASS A) | 10/02/2009 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | -2.79 | 6.70 | 7.18 | 4.00 | 7.88 | NA | 8.66 | -3.56 | 9.52 | 16.67 | -11.52 | 5.54 | 8.22 | 26.46 | -9.97 | 5.93 | 11.18 | -7.52 | -1.75 | 33.09 | 19.96 | 6.10 | 21.59 | 10.06 |
| Sharpe Ratio | NA | -0.20 | 0.25 | 0.27 | 0.12 | NA | NA | 0.36 | -0.40 | 0.17 | 0.77 | -0.58 | 0.24 | 0.20 | 1.75 | -0.72 | 0.49 | 0.66 | -0.46 | -0.14 | 2.34 | 1.25 | 0.21 | 1.02 | 2.68 |
| Standard Deviation(%) | NA | 21.06 | 18.84 | 20.25 | 21.28 | NA | NA | 20.48 | 22.39 | 17.28 | 16.36 | 22.35 | 22.70 | 40.50 | 14.32 | 15.82 | 10.94 | 16.69 | 16.34 | 13.09 | 14.11 | 16.03 | 29.41 | 21.15 | 17.80 |
| Draw Down(%) | NA | 24.89 | 24.89 | 30.57 | 38.98 | NA | NA | 38.98 | 20.85 | 9.40 | 13.09 | 20.83 | 17.58 | 38.98 | 8.20 | 22.95 | 9.06 | 11.21 | 18.56 | 9.46 | 7.50 | 12.08 | 22.90 | 18.66 | 7.01 |
| Yield(%) | 0.00 | 1.19 | 0.56 | 0.44 | 5.05 | 7.77 | 6.50 | 8.67 | 0.00 | 1.31 | 0.10 | 0.08 | 0.21 | 0.00 | 10.65 | 22.47 | 18.99 | 0.00 | 10.93 | 7.66 | 3.61 | 2.15 | 1.25 | 0.07 | 0.00 |
Data as of 07/29/2025, AR inception is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSFAX (TOUCHSTONE SMALL CAP FUND CLASS A) |
-4.55%
Mar 2017 - Mar 2020 |
-4.13%
Mar 2015 - Mar 2020 |
2.93%
Oct 2013 - Oct 2023 |
6.87%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSFAX (TOUCHSTONE SMALL CAP FUND CLASS A) |
24.12%
Jun 2010 - Jun 2013 |
18.43%
Jun 2010 - Jun 2015 |
10.48%
Sep 2011 - Sep 2021 |
9.16%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart