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TDSIX: Touchstone Diversified Small Cap Gr Y (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2006 |
| Last Dividend Date: | 12/13/2007 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.15% |
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Performance Analytics (As of 01/29/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/08/2006 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 15.0 | 9.5 | 17.3 | 6.4 | 0.0 | 22.7 | 9.5 | -3.2 | 26.5 | 27.0 | -42.6 | 17.1 | 12.6 |
| Sharpe Ratio | NA | 1.29 | 0.44 | 0.75 | 0.22 | 0.0 | 1.91 | 0.57 | -0.11 | 1.17 | 0.92 | -1.08 | 0.76 | 2.94 |
| Draw Down(%) | NA | 5.6 | 26.8 | 26.8 | 57.4 | 0.0 | 5.6 | 14.3 | 26.8 | 18.0 | 23.9 | 53.8 | 9.7 | 3.1 |
| Standard Deviation(%) | NA | 11.6 | 21.2 | 22.9 | 25.6 | NA | 11.9 | 16.6 | 30.7 | 22.7 | 29.4 | 40.3 | 18.6 | 14.7 |
| Treynor Ratio | NA | 0.25 | 0.11 | 0.19 | 0.06 | NA | 0.34 | 0.1 | -0.03 | 0.29 | 0.31 | -0.47 | 0.15 | 0.41 |
| Alpha | NA | 0.0 | -0.04 | -0.04 | -0.03 | 0.0 | 0.0 | -0.02 | -0.01 | 0.0 | -0.03 | -0.04 | 0.03 | 0.01 |
| Beta | NA | 0.59 | 0.89 | 0.89 | 0.91 | 0.0 | 0.66 | 0.94 | 0.93 | 0.92 | 0.88 | 0.92 | 0.98 | 1.06 |
| RSquared | NA | 0.56 | 0.91 | 0.93 | 0.94 | 0.0 | 0.64 | 0.95 | 0.97 | 0.93 | 0.96 | 0.98 | 0.92 | 0.94 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 10.8 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2006
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