Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVOCX (TOUCHSTONE SMALL CAP VALUE FUND CLASS C) | 14.22% | 31.42% | 15.20% | 6.86% | 8.53% | 8.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVOCX (TOUCHSTONE SMALL CAP VALUE FUND CLASS C) | 03/02/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 31.42 | 15.20 | 6.86 | 8.53 | 8.34 | NA | … | … | 14.22 | 11.86 | 8.79 | 9.36 | -9.26 | 29.19 | 2.46 | 23.52 | -16.37 | 6.36 | 26.88 | -14.53 | 1.31 | 31.33 | 20.96 | -7.54 |
| Sharpe Ratio | NA | 1.68 | 0.66 | 0.22 | 0.32 | NA | NA | … | … | 1.90 | 0.43 | 0.31 | 0.33 | -0.46 | 1.45 | 0.05 | 1.52 | -1.12 | 0.50 | 1.44 | -0.77 | 0.09 | 2.28 | 1.27 | -0.28 |
| Standard Deviation(%) | NA | 16.33 | 18.27 | 19.42 | 21.65 | NA | NA | … | … | 16.81 | 21.07 | 16.81 | 17.52 | 23.17 | 20.07 | 43.24 | 14.51 | 15.85 | 11.37 | 18.57 | 18.86 | 14.62 | 13.70 | 16.65 | 31.54 |
| Draw Down(%) | NA | 8.85 | 24.11 | 24.11 | 45.21 | NA | NA | … | … | 8.85 | 20.92 | 9.11 | 16.11 | 19.99 | 9.69 | 43.67 | 8.60 | 26.11 | 7.36 | 13.87 | 21.23 | 13.17 | 6.65 | 10.96 | 26.81 |
| Yield(%) | 0.00 | 0.00 | 0.15 | 0.11 | 0.91 | 1.87 | 1.34 | … | … | 0.00 | 0.00 | 0.00 | 0.43 | 0.00 | 0.22 | 0.15 | 0.09 | 6.45 | 0.00 | 0.15 | 3.95 | 4.54 | 1.01 | 1.69 | 0.95 |
Data as of 06/04/2026, Common starting date is 03/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVOCX (TOUCHSTONE SMALL CAP VALUE FUND CLASS C) |
-10.45%
Mar 2017 – Mar 2020 |
-4.36%
Mar 2015 – Mar 2020 |
3.78%
Oct 2013 – Oct 2023 |
7.80%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVOCX (TOUCHSTONE SMALL CAP VALUE FUND CLASS C) |
22.03%
Mar 2020 – Mar 2023 |
15.43%
Mar 2020 – Mar 2025 |
10.68%
Sep 2011 – Sep 2021 |
7.86%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart