Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVOIX (TOUCHSTONE SMALL CAP VALUE FUND INSTITUTIONAL) | 14.72% | 32.83% | 16.48% | 8.06% | 9.77% | 9.59% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVOIX (TOUCHSTONE SMALL CAP VALUE FUND INSTITUTIONAL) | 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 | 32.83 | 16.48 | 8.06 | 9.77 | 9.59 | NA | … | … | 14.72 | 10.83 | 10.05 | 10.63 | -8.23 | 30.70 | 3.70 | 24.96 | -15.42 | 7.63 | 28.32 | -13.55 | 2.49 | 32.76 | 22.38 | -6.71 |
| Sharpe Ratio | NA | 1.76 | 0.73 | 0.28 | 0.38 | NA | NA | … | … | 1.99 | 0.38 | 0.38 | 0.40 | -0.42 | 1.53 | 0.08 | 1.62 | -1.07 | 0.62 | 1.51 | -0.72 | 0.17 | 2.39 | 1.36 | -0.25 |
| Standard Deviation(%) | NA | 16.39 | 18.28 | 19.42 | 21.64 | NA | NA | … | … | 16.77 | 21.01 | 16.81 | 17.50 | 23.17 | 20.04 | 43.25 | 14.50 | 15.82 | 11.36 | 18.57 | 18.87 | 14.59 | 13.72 | 16.61 | 31.51 |
| Draw Down(%) | NA | 8.78 | 23.78 | 23.78 | 44.20 | NA | NA | … | … | 8.78 | 20.74 | 9.05 | 15.40 | 19.56 | 9.57 | 43.55 | 8.50 | 25.82 | 6.87 | 13.77 | 20.77 | 12.88 | 6.58 | 10.79 | 26.40 |
| Yield(%) | 0.00 | 1.07 | 0.93 | 0.67 | 1.62 | 2.90 | 2.08 | … | … | 0.00 | 1.02 | 0.76 | 0.68 | 0.27 | 0.61 | 0.61 | 0.63 | 7.02 | 0.39 | 0.96 | 5.03 | 5.48 | 2.13 | 2.54 | 1.47 |
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 |
|---|---|---|---|---|
| TVOIX (TOUCHSTONE SMALL CAP VALUE FUND INSTITUTIONAL) |
-9.41%
Mar 2017 – Mar 2020 |
-3.26%
Mar 2015 – Mar 2020 |
4.99%
Oct 2013 – Oct 2023 |
9.04%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVOIX (TOUCHSTONE SMALL CAP VALUE FUND INSTITUTIONAL) |
23.48%
Mar 2020 – Mar 2023 |
16.78%
Mar 2020 – Mar 2025 |
11.96%
Sep 2011 – Sep 2021 |
9.10%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart