Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVLAX (TOUCHSTONE VALUE FUND A) | 9.24% | 21.58% | 16.74% | 6.86% | 9.53% | 10.11% | 3.09% | … | … |
Data as of 06/08/2026, Common starting date is 12/09/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVLAX (TOUCHSTONE VALUE FUND A) | 12/09/2003 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 21.58 | 16.74 | 6.86 | 9.53 | 10.11 | 3.09 | … | … | 9.24 | 11.37 | 17.60 | 10.81 | -8.45 | 15.61 | 1.38 | 25.51 | -5.68 | 13.90 | 13.10 | -2.43 | 11.08 | 30.94 | 15.15 | 4.18 | 9.81 | 26.31 | -36.56 | -11.98 | -46.08 | -5.15 | 5.15 | 6.85 |
| Sharpe Ratio | NA | 1.63 | 0.99 | 0.26 | 0.42 | NA | NA | … | … | 1.47 | 0.48 | 1.19 | 0.51 | -0.44 | 0.91 | 0.03 | 1.93 | -0.46 | 1.84 | 0.90 | -0.15 | 0.97 | 2.86 | 1.23 | 0.18 | 0.53 | 0.97 | -0.97 | -0.74 | -0.93 | -0.69 | 0.37 | 21.62 |
| Standard Deviation(%) | NA | 13.00 | 14.36 | 16.79 | 19.16 | NA | NA | … | … | 14.20 | 17.63 | 11.77 | 14.15 | 22.32 | 17.13 | 40.13 | 12.45 | 15.53 | 7.25 | 14.25 | 15.85 | 11.36 | 10.82 | 12.42 | 22.72 | 18.31 | 27.10 | 38.50 | 20.53 | 53.57 | 10.77 | 11.21 | 9.42 |
| Draw Down(%) | NA | 9.17 | 18.06 | 21.86 | 40.82 | NA | NA | … | … | 9.17 | 16.46 | 6.69 | 12.43 | 17.33 | 12.08 | 40.82 | 7.07 | 18.52 | 3.70 | 11.18 | 12.75 | 8.73 | 4.46 | 9.46 | 19.02 | 17.03 | 29.31 | 47.48 | 20.99 | 49.86 | 6.46 | 10.76 | 0.31 |
| Yield(%) | 0.00 | 13.38 | 9.40 | 5.23 | 6.81 | 8.09 | 2.60 | … | … | 0.23 | 13.47 | 9.17 | 2.31 | 1.17 | 0.99 | 1.30 | 7.52 | 12.22 | 9.38 | 2.39 | 8.08 | 3.87 | 1.96 | 5.61 | 1.60 | 1.43 | 1.93 | 1.61 | 1.90 | 1.04 | 0.45 | 0.17 | 0.37 |
Data as of 06/08/2026, Common starting date is 12/09/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVLAX (TOUCHSTONE VALUE FUND A) |
-38.57%
Feb 2006 – Feb 2009 |
-24.85%
Feb 2004 – Feb 2009 |
-4.53%
Jan 2004 – Jan 2014 |
-1.93%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVLAX (TOUCHSTONE VALUE FUND A) |
24.77%
Feb 2009 – Feb 2012 |
22.57%
Feb 2009 – Feb 2014 |
14.68%
Feb 2009 – Feb 2019 |
12.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart