Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVOYX (TOUCHSTONE SMALL CAP VALUE FUND CLASS Y) | 13.36% | 31.20% | 15.87% | 7.64% | 9.47% | 9.35% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVOYX (TOUCHSTONE SMALL CAP VALUE FUND CLASS Y) | 03/02/2011 | 06/05/2026 |
| 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 (%) | 0.08 | 31.20 | 15.87 | 7.64 | 9.47 | 9.35 | NA | … | … | 13.36 | 10.65 | 9.91 | 10.46 | -8.38 | 30.52 | 3.46 | 24.76 | -15.56 | 7.49 | 28.15 | -13.69 | 2.33 | 32.61 | 22.09 | -6.60 |
| Sharpe Ratio | NA | 1.73 | 0.69 | 0.26 | 0.37 | NA | NA | … | … | 1.88 | 0.37 | 0.37 | 0.39 | -0.43 | 1.52 | 0.07 | 1.60 | -1.07 | 0.60 | 1.50 | -0.73 | 0.16 | 2.38 | 1.33 | -0.25 |
| Standard Deviation(%) | NA | 16.51 | 18.16 | 19.44 | 21.66 | NA | NA | … | … | 16.78 | 21.04 | 16.81 | 17.52 | 23.15 | 20.05 | 43.23 | 14.54 | 15.85 | 11.36 | 18.56 | 18.85 | 14.59 | 13.71 | 16.67 | 31.47 |
| Draw Down(%) | NA | 8.78 | 23.85 | 23.85 | 44.35 | NA | NA | … | … | 8.78 | 20.78 | 9.06 | 15.49 | 19.60 | 9.58 | 43.59 | 8.53 | 25.86 | 6.89 | 13.76 | 20.77 | 12.90 | 6.58 | 10.80 | 26.26 |
| Yield(%) | 0.00 | 0.89 | 0.80 | 0.56 | 1.46 | 2.71 | 1.94 | … | … | 0.00 | 0.86 | 0.62 | 0.64 | 0.14 | 0.56 | 0.51 | 0.50 | 6.85 | 0.21 | 0.82 | 4.87 | 5.35 | 1.98 | 2.41 | 1.40 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| TVOYX (TOUCHSTONE SMALL CAP VALUE FUND CLASS Y) |
-9.53%
Mar 2017 – Mar 2020 |
-3.40%
Mar 2015 – Mar 2020 |
4.82%
Oct 2013 – Oct 2023 |
8.88%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVOYX (TOUCHSTONE SMALL CAP VALUE FUND CLASS Y) |
23.24%
Mar 2020 – Mar 2023 |
16.57%
Mar 2020 – Mar 2025 |
11.77%
Sep 2011 – Sep 2021 |
8.94%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart