It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
TMCTX: TOUCHSTONE MID CAP FUND CLASS Z (MUTUAL FUND)
Basic Info 53.95 0.41(0.75%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 04/26/2006 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 2.10% |
| Expenses | 1.93% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | -2.1 | 4.7 | 8.2 | 4.7 | 10.1 | 10.1 | 7.7 | 7.3 | 4.6 | 8.1 | 27.1 | -15.9 | 14.9 | 12.3 | 35.9 | -3.4 | 19.9 | 15.4 | -5.7 | 9.2 | 35.0 | 19.5 | 1.7 | 22.8 | 18.7 | -43.1 | 7.1 | -2.2 |
| Sharpe Ratio | NA | -0.32 | 0.16 | 0.35 | 0.13 | 0.46 | NA | NA | 0.31 | 0.09 | 0.3 | 1.52 | -0.77 | 1.03 | 0.35 | 2.81 | -0.3 | 2.11 | 0.99 | -0.37 | 0.77 | 2.67 | 1.42 | 0.06 | 0.98 | 0.7 | -1.22 | 0.25 | -0.5 |
| Draw Down(%) | NA | 13.5 | 13.5 | 21.5 | 21.5 | 35.5 | NA | NA | 58.2 | 18.2 | 8.2 | 12.7 | 20.7 | 6.7 | 35.5 | 6.9 | 18.9 | 4.3 | 10.8 | 13.3 | 8.9 | 6.6 | 10.6 | 23.6 | 19.8 | 22.9 | 51.9 | 14.7 | 15.3 |
| Standard Deviation(%) | NA | 19.3 | 16.4 | 16.9 | 17.8 | 18.6 | NA | NA | 20.0 | 18.9 | 14.9 | 15.6 | 22.4 | 14.5 | 34.2 | 12.2 | 15.9 | 9.2 | 15.3 | 15.4 | 12.0 | 13.1 | 13.8 | 27.6 | 23.2 | 26.4 | 35.9 | 16.2 | 13.4 |
| Treynor Ratio | NA | -0.05 | 0.02 | 0.06 | 0.02 | 0.09 | NA | NA | 0.07 | 0.02 | 0.04 | 0.25 | -0.21 | 0.17 | 0.13 | 0.38 | -0.05 | 0.19 | 0.16 | -0.06 | 0.1 | 0.35 | 0.22 | 0.02 | 0.22 | 0.24 | -0.55 | 0.04 | -0.07 |
| Alpha | NA | -0.12 | -0.06 | -0.03 | -0.01 | 0.0 | NA | NA | 0.0 | -0.02 | -0.03 | 0.04 | 0.0 | -0.02 | -0.01 | 0.02 | 0.02 | 0.0 | 0.02 | -0.02 | -0.01 | 0.0 | 0.02 | 0.02 | -0.01 | -0.04 | -0.06 | 0.0 | -0.04 |
| Beta | NA | 1.24 | 1.16 | 1.05 | 0.94 | 0.92 | NA | NA | 0.89 | 1.0 | 1.11 | 0.95 | 0.84 | 0.89 | 0.9 | 0.91 | 0.93 | 1.04 | 0.95 | 0.97 | 0.89 | 1.0 | 0.89 | 0.99 | 1.06 | 0.79 | 0.79 | 0.93 | 0.95 |
| RSquared | NA | 0.79 | 0.76 | 0.85 | 0.86 | 0.89 | NA | NA | 0.92 | 0.86 | 0.87 | 0.87 | 0.92 | 0.84 | 0.95 | 0.9 | 0.91 | 0.8 | 0.9 | 0.93 | 0.86 | 0.91 | 0.91 | 0.97 | 0.97 | 0.94 | 0.97 | 0.91 | 0.91 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.1 | 2.5 | 0.9 | 1.2 | 3.2 | 2.1 | 3.9 | 3.7 | 1.1 | 0.3 | 0.0 | 0.0 | 0.0 | 2.2 | 0.1 | 0.1 | 0.6 | 0.3 | 1.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -10.7 | 255.6 | -38.1 | -58.6 | 64.2 | -28.4 | -2.0 | 279.6 | 307.9 | 7500.0 | N/A | -100.0 | -98.4 | 2200.0 | -6.7 | -75.4 | 7.0 | -65.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/24/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) (100%)
- CSD (Invesco S&P Spin-Off ETF) (97%)
- CZA (Invesco Zacks Mid-Cap ETF) (96%)
- EZM (WisdomTree U.S. MidCap Fund) (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) (95%)
- IJH (iShares Core S&P Mid-Cap ETF) (95%)
- IWR (iShares Russell Midcap ETF) (94%)
- VXF (Vanguard Extended Market ETF) (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) (26%)
Best Closed End Funds
- CET (Central Securities Corporation) (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
- FUND (Sprott Focus Trust) (98%)
