Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TCVYX (TOUCHSTONE MID CAP VALUE FUND CLASS Y) | 13.54% | 23.27% | 13.20% | 4.59% | 7.86% | 9.02% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCVYX (TOUCHSTONE MID CAP VALUE FUND CLASS Y) | 10/02/2009 | 06/10/2026 |
| 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 (%) | -0.99 | 23.27 | 13.20 | 4.59 | 7.86 | 9.02 | NA | … | … | 13.54 | 9.86 | 8.43 | 7.65 | -13.09 | 19.48 | 5.55 | 29.56 | -16.88 | 13.92 | 20.76 | -2.07 | 9.45 | 33.30 | 15.22 | -4.36 | 26.34 | 8.92 |
| Sharpe Ratio | NA | 1.70 | 0.74 | 0.12 | 0.32 | NA | NA | … | … | 2.16 | 0.41 | 0.39 | 0.27 | -0.63 | 1.13 | 0.13 | 2.30 | -1.23 | 1.55 | 1.38 | -0.14 | 0.85 | 2.83 | 1.09 | -0.16 | 1.29 | 2.25 |
| Standard Deviation(%) | NA | 13.64 | 14.56 | 17.21 | 19.30 | NA | NA | … | … | 15.18 | 17.14 | 12.37 | 14.72 | 23.07 | 17.19 | 39.81 | 12.20 | 14.95 | 8.61 | 14.92 | 14.62 | 11.15 | 11.77 | 14.06 | 27.14 | 20.38 | 18.46 |
| Draw Down(%) | NA | 8.52 | 18.99 | 24.16 | 41.87 | NA | NA | … | … | 8.52 | 16.55 | 8.65 | 14.19 | 17.95 | 11.05 | 41.87 | 7.10 | 24.06 | 4.57 | 10.97 | 11.90 | 8.47 | 5.27 | 11.44 | 26.75 | 15.37 | 7.72 |
| Yield(%) | 0.00 | 4.30 | 4.16 | 2.40 | 3.52 | 5.19 | 5.48 | … | … | 0.00 | 4.37 | 5.59 | 1.90 | 0.92 | 0.60 | 0.69 | 1.03 | 4.48 | 6.78 | 4.88 | 6.55 | 4.46 | 10.81 | 2.31 | 6.04 | 2.26 | 0.62 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| TCVYX (TOUCHSTONE MID CAP VALUE FUND CLASS Y) |
-5.88%
Mar 2017 – Mar 2020 |
0.19%
Mar 2015 – Mar 2020 |
5.51%
Oct 2013 – Oct 2023 |
8.08%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCVYX (TOUCHSTONE MID CAP VALUE FUND CLASS Y) |
22.23%
Sep 2011 – Sep 2014 |
16.64%
Sep 2011 – Sep 2016 |
13.18%
Sep 2011 – Sep 2021 |
10.16%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart
