Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TVLCX (TOUCHSTONE VALUE FUND C) | 5.57% | 6.37% | 7.02% | 9.16% | 6.59% | NA | NA | 8.42% |
Data as of 07/25/2025, AR inception is 04/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVLCX (TOUCHSTONE VALUE FUND C) | 04/18/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 6.37 | 7.02 | 9.16 | 6.59 | NA | NA | 8.42 | 5.57 | 9.09 | 9.05 | -9.14 | 14.63 | 0.71 | 24.58 | -6.44 | 13.02 | 12.20 | -2.98 | 10.26 | 29.85 | 5.76 |
| Sharpe Ratio | NA | 0.17 | 0.22 | 0.40 | 0.26 | NA | NA | 0.40 | 0.34 | 0.19 | 0.34 | -0.47 | 0.85 | 0.01 | 1.86 | -0.50 | 1.72 | 0.84 | -0.19 | 0.90 | 2.72 | 0.65 |
| Standard Deviation(%) | NA | 18.97 | 16.90 | 17.85 | 19.58 | NA | NA | 17.97 | 20.93 | 13.43 | 14.09 | 22.41 | 17.14 | 40.06 | 12.44 | 15.53 | 7.24 | 14.29 | 15.79 | 11.33 | 10.94 | 12.74 |
| Draw Down(%) | NA | 23.65 | 23.65 | 23.65 | 40.88 | NA | NA | 40.88 | 16.53 | 12.90 | 12.57 | 17.76 | 12.21 | 40.88 | 7.10 | 18.74 | 3.79 | 11.33 | 12.93 | 8.76 | 4.69 | 8.57 |
| Yield(%) | 0.00 | 0.31 | 0.51 | 0.54 | 3.77 | 4.16 | 3.12 | 4.81 | 0.14 | 0.43 | 0.62 | 0.51 | 0.17 | 0.57 | 6.72 | 11.47 | 8.62 | 1.52 | 7.40 | 3.27 | 1.11 | 4.80 |
Data as of 07/25/2025, AR inception is 04/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVLCX (TOUCHSTONE VALUE FUND C) |
-3.81%
Mar 2017 - Mar 2020 |
-0.02%
Mar 2015 - Mar 2020 |
5.21%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVLCX (TOUCHSTONE VALUE FUND C) |
17.55%
May 2012 - May 2015 |
12.14%
May 2012 - May 2017 |
9.88%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart