Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TVOAX (TOUCHSTONE SMALL CAP VALUE FUND CLASS A) | 0.97% | 2.59% | 7.46% | 13.04% | 6.58% | 8.70% | 5.24% | 7.70% |
Data as of 07/23/2025, AR inception is 12/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVOAX (TOUCHSTONE SMALL CAP VALUE FUND CLASS A) | 12/30/2002 | 07/23/2025 |
| 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 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.24 | 2.59 | 7.46 | 13.04 | 6.58 | 8.70 | 5.24 | 7.70 | 0.97 | 9.30 | 10.16 | -8.59 | 30.20 | 3.18 | 24.48 | -15.76 | 7.21 | 27.83 | -13.92 | 2.09 | 32.27 | 21.83 | -6.87 | 25.82 | 18.48 | -34.26 | -10.32 | 10.02 | 8.13 | 12.66 | 51.84 | 0.77 |
| Sharpe Ratio | NA | -0.05 | 0.26 | 0.55 | 0.22 | NA | NA | 0.28 | -0.16 | 0.16 | 0.34 | -0.43 | 1.50 | 0.07 | 1.59 | -1.08 | 0.58 | 1.49 | -0.74 | 0.14 | 2.36 | 1.32 | -0.23 | 0.97 | 0.54 | -0.85 | -0.66 | 0.46 | 0.43 | 0.69 | 3.72 | NA |
| Standard Deviation(%) | NA | 21.81 | 19.54 | 20.52 | 22.12 | NA | NA | 22.49 | 24.21 | 16.81 | 17.51 | 23.17 | 20.07 | 43.24 | 14.47 | 15.84 | 11.41 | 18.53 | 18.90 | 14.59 | 13.68 | 16.60 | 29.56 | 26.62 | 33.94 | 41.06 | 20.20 | 14.67 | 13.95 | 16.96 | 13.74 | 0.00 |
| Draw Down(%) | NA | 23.89 | 23.89 | 23.89 | 44.56 | NA | NA | 61.67 | 20.80 | 9.07 | 15.65 | 19.70 | 9.61 | 43.59 | 8.54 | 25.93 | 7.02 | 13.78 | 20.90 | 12.98 | 6.59 | 10.84 | 26.55 | 22.93 | 28.29 | 46.13 | 20.43 | 13.85 | 8.79 | 11.00 | 11.68 | 0.00 |
| Yield(%) | 0.00 | 0.32 | 0.34 | 0.49 | 1.45 | 2.71 | 1.63 | 2.72 | 0.00 | 0.35 | 0.58 | 0.03 | 0.48 | 0.30 | 0.30 | 6.46 | 0.04 | 0.65 | 4.65 | 5.08 | 1.68 | 2.08 | 1.25 | 0.40 | 0.00 | 0.11 | 0.09 | 0.00 | 0.12 | 0.00 | 0.00 | 0.05 |
Data as of 07/23/2025, AR inception is 12/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVOAX (TOUCHSTONE SMALL CAP VALUE FUND CLASS A) |
-21.58%
Feb 2006 - Feb 2009 |
-9.72%
Feb 2004 - Feb 2009 |
0.92%
Jan 2006 - Jan 2016 |
2.03%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVOAX (TOUCHSTONE SMALL CAP VALUE FUND CLASS A) |
29.80%
Mar 2003 - Mar 2006 |
22.43%
Feb 2009 - Feb 2014 |
12.50%
Feb 2009 - Feb 2019 |
10.96%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart