Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TVLIX (TOUCHSTONE VALUE FUND INSTITUTIONAL) | 3.99% | 2.11% | 8.97% | 9.95% | 7.25% | 10.13% | NA | 5.66% |
Data as of 07/16/2025, AR inception is 06/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVLIX (TOUCHSTONE VALUE FUND INSTITUTIONAL) | 06/27/2007 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | 2.11 | 8.97 | 9.95 | 7.25 | 10.13 | NA | 5.66 | 3.99 | 10.34 | 10.32 | -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 | 0.12 | 0.35 | 0.50 | 0.31 | NA | NA | 0.23 | 0.31 | 0.28 | 0.43 | -0.42 | 0.94 | 0.04 | 1.97 | -0.43 | 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 | 19.11 | 17.00 | 17.88 | 19.56 | NA | NA | 20.67 | 21.63 | 13.45 | 14.11 | 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 | 23.33 | 23.33 | 23.33 | 40.77 | NA | NA | 62.76 | 16.42 | 12.81 | 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 | 1.18 | 1.72 | 1.98 | 4.78 | 7.23 | 3.44 | 3.82 | 0.42 | 1.74 | 1.84 | 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 07/16/2025, AR inception 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 |
12.57%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart