Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSOIX (TOUCHSTONE SMALL CAP VALUE OPPORTUNITIES FUND INSTITUTIONAL) | NA | 5.34% | 7.97% | 4.01% | NA | NA | NA | … | … |
Data as of 12/28/2018, Common starting date is 12/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSOIX (TOUCHSTONE SMALL CAP VALUE OPPORTUNITIES FUND INSTITUTIONAL) | 12/09/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.34 | 7.97 | 4.01 | NA | NA | NA | … | … | 5.94 | 3.06 | 16.28 | -10.46 | 6.49 | 46.75 | 14.92 | -7.24 | 16.70 | 4.86 |
| Sharpe Ratio | NA | 0.35 | 0.50 | 0.24 | NA | NA | NA | … | … | 0.40 | 0.20 | 0.85 | -0.65 | 0.42 | 3.34 | 0.94 | -0.23 | 0.72 | 8.53 |
| Standard Deviation(%) | NA | 11.61 | 14.58 | 15.09 | NA | NA | NA | … | … | 11.61 | 12.30 | 18.77 | 16.18 | 15.56 | 13.98 | 16.02 | 32.18 | 23.20 | 14.28 |
| Draw Down(%) | NA | 8.71 | 18.75 | 30.74 | NA | NA | NA | … | … | 8.71 | 10.23 | 17.13 | 18.35 | 11.58 | 5.84 | 11.52 | 27.46 | 20.64 | 1.51 |
| Yield(%) | 0.00 | 12.32 | 4.98 | 6.19 | 8.48 | 5.66 | 4.24 | … | … | 12.27 | 0.00 | 0.27 | 6.57 | 13.24 | 21.49 | 14.72 | 0.00 | 0.00 | 0.29 |
Data as of 12/28/2018, Common starting date is 12/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSOIX (TOUCHSTONE SMALL CAP VALUE OPPORTUNITIES FUND INSTITUTIONAL) |
-1.05%
Aug 2014 – Aug 2017 |
4.46%
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 |
|---|---|---|---|---|
| TSOIX (TOUCHSTONE SMALL CAP VALUE OPPORTUNITIES FUND INSTITUTIONAL) |
22.83%
Sep 2011 – Sep 2014 |
15.93%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart