Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVLIX (TOUCHSTONE VALUE FUND INSTITUTIONAL) | 11.40% | 26.22% | 18.60% | 7.67% | 10.25% | 10.64% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVLIX (TOUCHSTONE VALUE FUND INSTITUTIONAL) | 06/27/2007 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.45 | 26.22 | 18.60 | 7.67 | 10.25 | 10.64 | NA | … | … | 11.40 | 11.87 | 18.02 | 11.24 | -8.06 | 16.14 | 1.83 | 25.98 | -5.36 | 14.37 | 13.52 | -1.91 | 11.50 | 31.34 | 15.56 | 4.57 | 10.20 | 26.82 | -36.22 | -18.25 |
| Sharpe Ratio | NA | 1.61 | 1.01 | 0.28 | 0.44 | NA | NA | … | … | 1.38 | 0.51 | 1.23 | 0.54 | -0.43 | 0.94 | 0.04 | 1.97 | -0.44 | 1.90 | 0.93 | -0.12 | 1.01 | 2.86 | 1.26 | 0.20 | 0.55 | 0.99 | -0.97 | -1.34 |
| Standard Deviation(%) | NA | 12.78 | 14.38 | 16.76 | 19.11 | NA | NA | … | … | 13.77 | 17.76 | 11.69 | 14.18 | 22.32 | 17.15 | 39.95 | 12.45 | 15.47 | 7.27 | 14.25 | 15.83 | 11.35 | 10.96 | 12.45 | 22.54 | 18.29 | 27.03 | 38.14 | 26.32 |
| Draw Down(%) | NA | 9.07 | 17.99 | 21.43 | 40.77 | NA | NA | … | … | 9.07 | 16.42 | 6.75 | 12.49 | 17.04 | 11.97 | 40.77 | 7.06 | 18.47 | 3.70 | 11.16 | 12.64 | 8.61 | 4.57 | 9.31 | 18.96 | 17.11 | 29.25 | 47.22 | 20.77 |
| Yield(%) | 0.00 | 13.96 | 10.01 | 5.60 | 7.31 | 8.60 | 4.81 | … | … | 0.32 | 13.86 | 9.58 | 2.72 | 1.54 | 1.44 | 1.64 | 7.97 | 12.61 | 9.79 | 2.82 | 8.47 | 4.29 | 2.38 | 6.01 | 1.96 | 1.81 | 2.41 | 1.73 | 2.34 |
Data as of 06/04/2026, Common starting date is 06/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVLIX (TOUCHSTONE VALUE FUND INSTITUTIONAL) |
-14.31%
Aug 2007 – Aug 2010 |
-2.72%
Oct 2007 – Oct 2012 |
4.45%
Aug 2007 – Aug 2017 |
4.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVLIX (TOUCHSTONE VALUE FUND INSTITUTIONAL) |
25.21%
Feb 2009 – Feb 2012 |
23.02%
Feb 2009 – Feb 2014 |
15.11%
Feb 2009 – Feb 2019 |
12.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart