Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVLCX (TOUCHSTONE VALUE FUND C) | 10.98% | 24.95% | 17.31% | 6.47% | 9.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVLCX (TOUCHSTONE VALUE FUND C) | 04/18/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.48 | 24.95 | 17.31 | 6.47 | 9.00 | NA | NA | … | … | 10.98 | 10.64 | 16.74 | 9.97 | -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 | 1.49 | 0.92 | 0.20 | 0.37 | NA | NA | … | … | 1.27 | 0.44 | 1.12 | 0.45 | -0.47 | 0.85 | 0.01 | 1.86 | -0.51 | 1.72 | 0.84 | -0.19 | 0.90 | 2.72 | 0.65 |
| Standard Deviation(%) | NA | 12.83 | 14.35 | 16.78 | 19.14 | NA | NA | … | … | 13.85 | 17.70 | 11.69 | 14.16 | 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 | 9.14 | 18.29 | 22.68 | 40.88 | NA | NA | … | … | 9.14 | 16.53 | 6.79 | 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 | 12.92 | 8.72 | 4.53 | 6.01 | 6.50 | 4.88 | … | … | 0.05 | 12.80 | 8.32 | 1.51 | 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 06/04/2026, Common starting date 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 |
5.49%
Oct 2013 – Oct 2023 |
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 |
13.75%
Mar 2020 – Mar 2025 |
9.88%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart