Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSFIX (TOUCHSTONE SMALL CAP FUND INSTITUTIONAL) | 4.18% | 9.64% | 12.10% | 4.63% | 6.74% | 7.79% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSFIX (TOUCHSTONE SMALL CAP FUND INSTITUTIONAL) | 10/01/2009 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 9.64 | 12.10 | 4.63 | 6.74 | 7.79 | NA | … | … | 4.18 | 5.88 | 11.13 | 20.89 | -11.21 | 6.03 | 8.67 | 26.81 | -9.62 | 6.27 | 11.54 | -7.18 | -1.41 | 33.60 | 20.45 | 6.54 | 22.10 | 8.42 |
| Sharpe Ratio | NA | 0.52 | 0.50 | 0.10 | 0.24 | NA | NA | … | … | 0.52 | 0.14 | 0.43 | 1.06 | -0.57 | 0.27 | 0.21 | 1.77 | -0.70 | 0.51 | 0.68 | -0.44 | -0.11 | 2.37 | 1.28 | 0.22 | 1.04 | 2.12 |
| Standard Deviation(%) | NA | 15.75 | 18.57 | 19.98 | 21.22 | NA | NA | … | … | 15.70 | 21.70 | 17.45 | 16.47 | 22.37 | 22.61 | 40.62 | 14.32 | 15.81 | 10.99 | 16.68 | 16.35 | 13.09 | 14.17 | 16.04 | 29.42 | 21.15 | 17.98 |
| Draw Down(%) | NA | 9.54 | 24.76 | 30.27 | 39.00 | NA | NA | … | … | 9.54 | 20.81 | 8.31 | 12.99 | 20.74 | 17.37 | 39.00 | 8.22 | 22.85 | 8.84 | 11.14 | 18.40 | 9.40 | 7.46 | 12.03 | 22.84 | 18.57 | 6.92 |
| Yield(%) | 0.00 | 0.30 | 4.17 | 2.30 | 5.82 | 7.13 | 7.42 | … | … | 0.00 | 5.83 | 1.57 | 3.93 | 0.15 | 0.30 | 1.09 | 10.85 | 22.31 | 19.49 | 0.41 | 11.13 | 7.67 | 4.03 | 2.53 | 1.47 | 0.37 | 0.22 |
Data as of 06/03/2026, Common starting date is 10/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSFIX (TOUCHSTONE SMALL CAP FUND INSTITUTIONAL) |
-4.20%
Mar 2017 – Mar 2020 |
-3.79%
Mar 2015 – Mar 2020 |
3.31%
Oct 2013 – Oct 2023 |
7.28%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSFIX (TOUCHSTONE SMALL CAP FUND INSTITUTIONAL) |
24.60%
Jun 2010 – Jun 2013 |
18.87%
Jun 2010 – Jun 2015 |
10.87%
Sep 2011 – Sep 2021 |
9.81%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart