Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TVLAX (TOUCHSTONE VALUE FUND A) | 5.75% | 6.98% | 7.77% | 9.95% | 7.37% | 9.55% | 1.80% | 2.21% |
Data as of 07/25/2025, AR inception is 12/09/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVLAX (TOUCHSTONE VALUE FUND A) | 12/09/2003 | 07/25/2025 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 6.98 | 7.77 | 9.95 | 7.37 | 9.55 | 1.80 | 2.21 | 5.75 | 9.93 | 9.90 | -8.45 | 15.61 | 1.38 | 25.51 | -5.68 | 13.90 | 13.10 | -2.43 | 11.08 | 30.94 | 15.15 | 4.18 | 9.81 | 26.31 | -36.56 | -11.98 | -46.08 | -5.15 | 5.15 | 6.85 |
| Sharpe Ratio | NA | 0.20 | 0.26 | 0.44 | 0.30 | NA | NA | 0.04 | 0.36 | 0.25 | 0.40 | -0.44 | 0.91 | 0.03 | 1.94 | -0.45 | 1.84 | 0.90 | -0.15 | 0.97 | 2.86 | 1.23 | 0.18 | 0.53 | 0.97 | -0.97 | -0.73 | -0.92 | -0.68 | 0.38 | 21.62 |
| Standard Deviation(%) | NA | 18.97 | 16.87 | 17.83 | 19.59 | NA | NA | 22.50 | 20.98 | 13.40 | 14.08 | 22.32 | 17.13 | 40.13 | 12.45 | 15.53 | 7.25 | 14.25 | 15.85 | 11.36 | 10.82 | 12.42 | 22.72 | 18.31 | 27.10 | 38.50 | 20.53 | 53.57 | 10.77 | 11.21 | 9.42 |
| Draw Down(%) | NA | 23.40 | 23.40 | 23.40 | 40.82 | NA | NA | 79.29 | 16.46 | 12.78 | 12.43 | 17.33 | 12.08 | 40.82 | 7.07 | 18.52 | 3.70 | 11.18 | 12.75 | 8.73 | 4.46 | 9.46 | 19.02 | 17.03 | 29.31 | 47.48 | 20.99 | 49.86 | 6.46 | 10.76 | 0.31 |
| Yield(%) | 0.00 | 0.91 | 1.26 | 1.49 | 4.54 | 6.34 | 1.78 | 1.90 | 0.32 | 1.31 | 1.43 | 1.17 | 0.99 | 1.30 | 7.52 | 12.22 | 9.38 | 2.39 | 8.08 | 3.87 | 1.96 | 5.61 | 1.60 | 1.43 | 1.93 | 1.61 | 1.90 | 1.04 | 0.45 | 0.17 | 0.37 |
Data as of 07/25/2025, AR inception is 12/09/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVLAX (TOUCHSTONE VALUE FUND A) |
-38.57%
Feb 2006 - Feb 2009 |
-24.85%
Feb 2004 - Feb 2009 |
-4.53%
Jan 2004 - Jan 2014 |
-1.93%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVLAX (TOUCHSTONE VALUE FUND A) |
24.77%
Feb 2009 - Feb 2012 |
22.57%
Feb 2009 - Feb 2014 |
14.68%
Feb 2009 - Feb 2019 |
12.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart