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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
TVOYX (TOUCHSTONE SMALL CAP VALUE FUND CLASS Y) 0.05% 6.73% 6.07% 11.96% 6.81% NA NA 7.93%
Data as of 08/08/2025, AR inception is 03/02/2011
More Performance Analytics Comparison
Name Start Date End Date
TVOYX (TOUCHSTONE SMALL CAP VALUE FUND CLASS Y) 03/02/2011 08/08/2025
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
Annualized Return (%) 2.82 6.73 6.07 11.96 6.81 NA NA 7.93 0.05 9.29 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 0.17 0.14 0.50 0.25 NA NA 0.31 -0.13 0.16 0.36 -0.42 1.52 0.07 1.61 -1.07 0.61 1.51 -0.73 0.16 2.38 1.33 -0.25
Standard Deviation(%) NA 21.14 19.45 20.45 22.11 NA NA 21.25 23.29 16.84 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 23.85 23.85 23.85 44.35 NA NA 44.35 20.78 9.23 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 0.60 0.47 0.64 1.66 2.46 1.85 2.64 0.00 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 08/08/2025, AR inception 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 		0.00%
NA
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 		0.00%
NA
Annualized Rolling Returns Comparison Chart