Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVLYX (TOUCHSTONE VALUE FUND Y) | 9.59% | 21.49% | 16.98% | 7.32% | 10.12% | 10.42% | 3.46% | … | … |
Data as of 06/11/2026, Common starting date is 12/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVLYX (TOUCHSTONE VALUE FUND Y) | 12/15/1998 | 06/11/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.62 | 21.49 | 16.98 | 7.32 | 10.12 | 10.42 | 3.46 | … | … | 9.59 | 11.57 | 17.97 | 11.03 | -8.09 | 15.79 | 1.77 | 25.89 | -5.49 | 14.28 | 13.33 | -2.18 | 11.34 | 31.31 | 15.38 | 4.44 | 10.06 | 26.58 | -36.32 | -11.77 | -45.83 | -4.87 | 5.38 | 25.31 | -12.02 | -1.04 | 40.38 | -3.11 | 4.61 |
| Sharpe Ratio | NA | 1.66 | 1.01 | 0.28 | 0.44 | NA | NA | … | … | 1.50 | 0.49 | 1.23 | 0.53 | -0.43 | 0.92 | 0.04 | 1.96 | -0.44 | 1.86 | 0.92 | -0.14 | 1.00 | 2.88 | 1.24 | 0.20 | 0.54 | 0.97 | -0.97 | -0.73 | -0.92 | -0.66 | 0.39 | 1.39 | -0.56 | -0.19 | 1.84 | -0.41 | 14.49 |
| Standard Deviation(%) | NA | 13.07 | 14.34 | 16.78 | 19.16 | NA | NA | … | … | 14.21 | 17.68 | 11.65 | 14.11 | 22.36 | 17.18 | 40.09 | 12.43 | 15.52 | 7.34 | 14.22 | 15.79 | 11.34 | 10.86 | 12.42 | 22.60 | 18.44 | 27.27 | 38.40 | 20.51 | 53.47 | 10.84 | 11.20 | 17.71 | 23.65 | 18.47 | 19.65 | 15.94 | 12.25 |
| Draw Down(%) | NA | 9.11 | 18.06 | 21.59 | 40.75 | NA | NA | … | … | 9.11 | 16.46 | 6.72 | 12.54 | 17.16 | 12.02 | 40.75 | 7.04 | 18.46 | 3.72 | 11.14 | 12.60 | 8.70 | 4.56 | 9.29 | 18.97 | 17.13 | 29.40 | 47.39 | 21.01 | 49.69 | 6.30 | 10.70 | 21.11 | 32.19 | 14.40 | 19.43 | 16.07 | 1.11 |
| Yield(%) | 0.00 | 13.48 | 9.60 | 5.48 | 7.26 | 8.45 | 2.79 | … | … | 0.29 | 13.66 | 9.38 | 2.56 | 1.39 | 1.26 | 1.53 | 7.82 | 12.45 | 9.63 | 2.65 | 8.30 | 4.15 | 2.25 | 5.86 | 1.86 | 1.68 | 2.24 | 1.67 | 2.24 | 1.26 | 0.79 | 0.33 | 0.46 | 0.96 | 1.15 | 2.19 | 1.09 | 0.17 |
Data as of 06/11/2026, Common starting date is 12/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVLYX (TOUCHSTONE VALUE FUND Y) |
-38.35%
Feb 2006 – Feb 2009 |
-24.61%
Feb 2004 – Feb 2009 |
-9.30%
Feb 1999 – Feb 2009 |
-2.01%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVLYX (TOUCHSTONE VALUE FUND Y) |
25.00%
Feb 2009 – Feb 2012 |
22.83%
Feb 2009 – Feb 2014 |
14.96%
Feb 2009 – Feb 2019 |
12.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart