Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TSFYX (TOUCHSTONE SMALL CAP FUND CLASS Y) | -6.44% | -5.23% | 5.46% | 6.77% | 3.93% | 7.75% | NA | 8.69% |
Data as of 08/01/2025, AR inception is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSFYX (TOUCHSTONE SMALL CAP FUND CLASS Y) | 10/02/2009 | 08/01/2025 |
| 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 (%) | -3.32 | -5.23 | 5.46 | 6.77 | 3.93 | 7.75 | NA | 8.69 | -6.44 | 9.86 | 17.04 | -11.26 | 5.99 | 8.57 | 26.81 | -9.73 | 6.15 | 11.43 | -7.27 | -1.46 | 33.50 | 20.31 | 6.41 | 21.92 | 10.26 |
| Sharpe Ratio | NA | -0.40 | 0.11 | 0.24 | 0.11 | NA | NA | 0.36 | -0.63 | 0.19 | 0.79 | -0.57 | 0.26 | 0.20 | 1.77 | -0.70 | 0.51 | 0.67 | -0.45 | -0.11 | 2.37 | 1.28 | 0.22 | 1.03 | 2.72 |
| Standard Deviation(%) | NA | 20.91 | 18.81 | 20.21 | 21.30 | NA | NA | 20.49 | 22.02 | 17.34 | 16.37 | 22.41 | 22.58 | 40.62 | 14.33 | 15.73 | 10.96 | 16.69 | 16.34 | 13.12 | 14.10 | 15.98 | 29.42 | 21.16 | 17.88 |
| Draw Down(%) | NA | 25.56 | 25.56 | 30.29 | 39.00 | NA | NA | 39.00 | 20.80 | 9.28 | 13.01 | 20.80 | 17.37 | 39.00 | 8.20 | 22.82 | 8.93 | 11.14 | 18.47 | 9.39 | 7.50 | 12.02 | 22.87 | 18.54 | 6.92 |
| Yield(%) | 0.00 | 0.25 | 0.23 | 0.44 | 5.12 | 7.80 | 6.67 | 8.89 | 0.00 | 0.27 | 0.24 | 0.13 | 0.28 | 0.93 | 10.70 | 22.22 | 19.20 | 0.31 | 11.06 | 7.65 | 3.92 | 2.43 | 1.35 | 0.25 | 0.00 |
Data as of 08/01/2025, 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 |
|---|---|---|---|---|
| TSFYX (TOUCHSTONE SMALL CAP FUND CLASS Y) |
-4.30%
Mar 2017 - Mar 2020 |
-3.89%
Mar 2015 - Mar 2020 |
3.21%
Apr 2015 - Apr 2025 |
7.10%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSFYX (TOUCHSTONE SMALL CAP FUND CLASS Y) |
24.44%
Jun 2010 - Jun 2013 |
18.75%
Jun 2010 - Jun 2015 |
10.78%
Sep 2011 - Sep 2021 |
9.48%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart