Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TSOCX (TOUCHSTONE SMALL CAP VALUE OPPORTUNITIES FUND C) NA 4.49% 6.89% 2.93% NA NA NA
Data as of 12/28/2018, Common starting date is 04/17/2012
More Performance Analytics Comparison
Name Start Date End Date
TSOCX (TOUCHSTONE SMALL CAP VALUE OPPORTUNITIES FUND C) 04/17/2012 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
Annualized Return (%) 0.00 4.49 6.89 2.93 NA NA NA 5.10 1.97 14.97 -11.43 5.27 45.12 4.25
Sharpe Ratio NA 0.27 0.42 0.17 NA NA NA 0.33 0.11 0.78 -0.71 0.34 3.22 0.37
Standard Deviation(%) NA 11.63 14.60 15.12 NA NA NA 11.64 12.35 18.75 16.23 15.60 14.02 16.13
Draw Down(%) NA 8.80 18.84 31.22 NA NA NA 8.80 10.86 17.23 18.74 11.94 6.00 11.25
Yield(%) 0.00 13.85 5.44 6.47 6.91 4.61 3.46 13.80 0.00 0.15 7.11 13.63 22.01 13.48
Data as of 12/28/2018, Common starting date is 04/17/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TSOCX (TOUCHSTONE SMALL CAP VALUE OPPORTUNITIES FUND C) -2.13%
Aug 2014 – Aug 2017
3.35%
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
TSOCX (TOUCHSTONE SMALL CAP VALUE OPPORTUNITIES FUND C) 19.98%
May 2012 – May 2015
10.34%
Nov 2012 – Nov 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return