Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSOAX (TOUCHSTONE SMALL CAP VALUE OPPORTUNITIES FUND A) | NA | 5.05% | 7.63% | 3.67% | 10.56% | NA | NA | … | … |
Data as of 12/28/2018, Common starting date is 12/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSOAX (TOUCHSTONE SMALL CAP VALUE OPPORTUNITIES FUND A) | 12/10/2008 | 12/28/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.05 | 7.63 | 3.67 | 10.56 | NA | NA | … | … | 5.64 | 2.72 | 15.89 | -10.77 | 6.11 | 46.09 | 14.45 | -7.74 | 16.21 | 20.38 | -9.11 |
| Sharpe Ratio | NA | 0.32 | 0.47 | 0.22 | 0.50 | NA | NA | … | … | 0.37 | 0.17 | 0.83 | -0.67 | 0.39 | 3.29 | 0.91 | -0.24 | 0.69 | 0.66 | -0.93 |
| Standard Deviation(%) | NA | 11.62 | 14.57 | 15.09 | 20.35 | NA | NA | … | … | 11.63 | 12.31 | 18.72 | 16.20 | 15.58 | 13.98 | 16.04 | 32.24 | 23.21 | 30.90 | 88.64 |
| Draw Down(%) | NA | 8.73 | 18.74 | 30.88 | 30.88 | NA | NA | … | … | 8.73 | 10.46 | 17.16 | 18.46 | 11.64 | 5.94 | 11.56 | 27.53 | 20.75 | 28.88 | 16.65 |
| Yield(%) | 0.00 | 13.32 | 5.31 | 6.47 | 10.48 | 5.98 | 4.48 | … | … | 13.27 | 0.00 | 0.14 | 7.00 | 13.74 | 22.16 | 15.07 | 0.00 | 0.00 | 0.00 | 0.13 |
Data as of 12/28/2018, Common starting date is 12/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSOAX (TOUCHSTONE SMALL CAP VALUE OPPORTUNITIES FUND A) |
-1.38%
Aug 2014 – Aug 2017 |
4.10%
Nov 2013 – Nov 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSOAX (TOUCHSTONE SMALL CAP VALUE OPPORTUNITIES FUND A) |
22.24%
Sep 2011 – Sep 2014 |
21.85%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart