Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCVAX (TOUCHSTONE MID CAP VALUE FUND CLASS A) | 13.33% | 23.73% | 12.91% | 4.15% | 7.44% | 8.70% | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCVAX (TOUCHSTONE MID CAP VALUE FUND CLASS A) | 10/02/2009 | 06/08/2026 |
| 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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 23.73 | 12.91 | 4.15 | 7.44 | 8.70 | NA | … | … | 13.33 | 9.61 | 8.20 | 7.39 | -13.34 | 19.12 | 5.30 | 29.23 | -17.08 | 13.67 | 20.45 | -2.27 | 9.13 | 32.96 | 14.98 | -4.59 | 25.91 | 8.95 |
| Sharpe Ratio | NA | 1.69 | 0.72 | 0.10 | 0.31 | NA | NA | … | … | 2.13 | 0.39 | 0.37 | 0.26 | -0.64 | 1.11 | 0.13 | 2.27 | -1.24 | 1.51 | 1.36 | -0.16 | 0.82 | 2.80 | 1.07 | -0.17 | 1.27 | 2.24 |
| Standard Deviation(%) | NA | 13.55 | 14.58 | 17.23 | 19.32 | NA | NA | … | … | 15.19 | 17.12 | 12.50 | 14.70 | 23.11 | 17.19 | 39.84 | 12.22 | 14.93 | 8.64 | 14.89 | 14.57 | 11.11 | 11.74 | 14.05 | 27.07 | 20.39 | 18.57 |
| Draw Down(%) | NA | 8.53 | 19.08 | 24.58 | 41.93 | NA | NA | … | … | 8.53 | 16.60 | 8.70 | 14.37 | 18.09 | 11.11 | 41.93 | 7.08 | 24.23 | 4.62 | 11.02 | 12.00 | 8.47 | 5.29 | 11.47 | 26.85 | 15.41 | 7.82 |
| Yield(%) | 0.00 | 4.07 | 4.02 | 2.23 | 3.25 | 4.88 | 5.17 | … | … | 0.00 | 4.10 | 5.52 | 1.85 | 0.70 | 0.41 | 0.47 | 0.72 | 4.26 | 6.52 | 4.65 | 6.32 | 4.26 | 10.58 | 2.04 | 5.85 | 2.20 | 0.55 |
Data as of 06/08/2026, Common starting date is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCVAX (TOUCHSTONE MID CAP VALUE FUND CLASS A) |
-6.10%
Mar 2017 – Mar 2020 |
-0.04%
Mar 2015 – Mar 2020 |
5.23%
Oct 2013 – Oct 2023 |
7.81%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCVAX (TOUCHSTONE MID CAP VALUE FUND CLASS A) |
21.91%
Sep 2011 – Sep 2014 |
16.35%
Sep 2011 – Sep 2016 |
12.90%
Sep 2011 – Sep 2021 |
9.88%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart