Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TROCX (Touchstone Sustainability and Impact Equ) | 7.19% | 18.24% | 18.23% | 9.41% | 11.53% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TROCX (Touchstone Sustainability and Impact Equ) | 05/05/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.86 | 18.24 | 18.23 | 9.41 | 11.53 | NA | NA | … | … | 7.19 | 30.16 | 9.23 | 23.80 | -16.94 | 12.13 | 14.76 | 21.65 | -9.44 | 26.16 | 4.97 | -5.83 |
| Sharpe Ratio | NA | 1.10 | 1.02 | 0.42 | 0.56 | NA | NA | … | … | 0.93 | 1.65 | 0.41 | 1.51 | -0.78 | 0.90 | 0.47 | 1.59 | -0.68 | 3.38 | 0.32 | -0.52 |
| Standard Deviation(%) | NA | 16.41 | 15.72 | 17.29 | 17.62 | NA | NA | … | … | 20.64 | 16.63 | 13.76 | 13.48 | 23.77 | 13.51 | 30.74 | 12.66 | 15.92 | 7.58 | 15.02 | 16.83 |
| Draw Down(%) | NA | 11.18 | 14.30 | 30.62 | 32.83 | NA | NA | … | … | 11.18 | 14.30 | 7.58 | 12.50 | 30.13 | 6.54 | 32.83 | 8.22 | 19.94 | 2.62 | 12.54 | 15.24 |
| Yield(%) | 0.00 | 4.66 | 4.01 | 5.02 | 6.64 | 4.95 | 3.71 | … | … | 0.00 | 5.51 | 3.89 | 2.00 | 5.50 | 11.96 | 0.56 | 2.84 | 8.50 | 14.11 | 0.86 | 32.37 |
Data as of 06/10/2026, Common starting date is 05/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TROCX (Touchstone Sustainability and Impact Equ) |
0.20%
Mar 2017 – Mar 2020 |
1.46%
Sep 2017 – Sep 2022 |
8.95%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TROCX (Touchstone Sustainability and Impact Equ) |
25.09%
Sep 2022 – Sep 2025 |
15.06%
Mar 2020 – Mar 2025 |
12.34%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart