PTSGX vs. TOBAX
PTSGX (Touchstone Sands Capital Select Growth Fund) and TOBAX (Touchstone Active Bond Fund) are both mutual funds - PTSGX is a Large Cap Growth Equities fund managed by Touchstone, while TOBAX is a Intermediate Core-Plus Bond fund managed by Touchstone. Over the past 10 years, PTSGX returned 15.31%/yr vs 1.75%/yr for TOBAX. Their -0.08 correlation means they have often moved in opposite directions in the past. PTSGX charges 1.16%/yr vs 0.83%/yr for TOBAX.
Performance
PTSGX vs. TOBAX - Performance Comparison
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Returns By Period
In the year-to-date period, PTSGX achieves a -1.71% return, which is significantly lower than TOBAX's -0.76% return. Over the past 10 years, PTSGX has outperformed TOBAX with an annualized return of 15.31%, while TOBAX has yielded a comparatively lower 1.75% annualized return.
PTSGX
- 1D
- 2.36%
- 1M
- -4.04%
- 6M
- 2.65%
- YTD
- -1.71%
- 1Y
- -1.57%
- 3Y*
- 14.66%
- 5Y*
- -0.15%
- 10Y*
- 15.31%
- ALL TIME*
- 9.58%
TOBAX
- 1D
- -0.29%
- 1M
- -1.03%
- 6M
- -1.06%
- YTD
- -0.76%
- 1Y
- 2.05%
- 3Y*
- 4.23%
- 5Y*
- -0.30%
- 10Y*
- 1.75%
- ALL TIME*
- 3.57%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
PTSGX vs. TOBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTSGX Touchstone Sands Capital Select Growth Fund | -1.71% | 15.27% | 23.79% | 51.60% | -50.56% | 3.76% | 68.92% | 67.10% | 5.80% | 34.42% |
TOBAX Touchstone Active Bond Fund | -0.76% | 7.66% | 2.22% | 6.38% | -14.20% | -1.34% | 9.93% | 10.11% | -1.94% | 3.51% |
Correlation
The correlation between PTSGX and TOBAX is 0.25, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (3Y) Balances recent behavior with more history. | 0.13 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.16 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.10 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | -0.08 |
The correlation between PTSGX and TOBAX shifts across timeframes, from -0.08 (all time) to 0.25 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
PTSGX vs. TOBAX — Risk / Return Rank
PTSGX
TOBAX
PTSGX vs. TOBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Sands Capital Select Growth Fund (PTSGX) and Touchstone Active Bond Fund (TOBAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PTSGX | TOBAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.26 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.14 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.16 | 1.02 | -1.17 |
| Martin ratioReturn relative to average drawdown | -0.38 | 2.49 | -2.88 |
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Drawdowns
PTSGX vs. TOBAX - Drawdown Comparison
The maximum PTSGX drawdown since its inception was -60.33%, which is greater than TOBAX's maximum drawdown of -19.73%. Use the drawdown chart below to compare losses from any high point for PTSGX and TOBAX.
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Drawdown Indicators
| PTSGX | TOBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.33% | -19.73% | -40.60% |
Max Drawdown (1Y)Largest decline over 1 year | -24.16% | -2.88% | -21.28% |
Max Drawdown (3Y)Largest decline over 3 years | -28.56% | -5.18% | -23.38% |
Max Drawdown (5Y)Largest decline over 5 years | -60.07% | -19.73% | -40.34% |
Max Drawdown (10Y)Largest decline over 10 years | -60.07% | -19.73% | -40.34% |
Current DrawdownCurrent decline from peak | -10.43% | -2.44% | -7.99% |
Average DrawdownAverage peak-to-trough decline | -15.77% | -2.43% | -13.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.78% | 1.17% | +8.61% |
Volatility
PTSGX vs. TOBAX - Volatility Comparison
Touchstone Sands Capital Select Growth Fund (PTSGX) has a higher volatility of 7.29% compared to Touchstone Active Bond Fund (TOBAX) at 0.97%. This indicates that PTSGX's price experiences larger fluctuations and is considered to be riskier than TOBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTSGX | TOBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.29% | 0.97% | +6.32% |
Volatility (6M)Calculated over the trailing 6-month period | 18.68% | 2.84% | +15.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.03% | 3.69% | +19.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.24% | 5.81% | +25.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.12% | 4.82% | +24.30% |
PTSGX vs. TOBAX - Expense Ratio Comparison
PTSGX has a 1.16% expense ratio, which is higher than TOBAX's 0.83% expense ratio.
Dividends
PTSGX vs. TOBAX - Dividend Comparison
PTSGX's dividend yield for the trailing twelve months is around 0.67%, less than TOBAX's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTSGX Touchstone Sands Capital Select Growth Fund | 0.67% | 0.66% | 0.00% | 0.00% | 0.00% | 12.67% | 10.05% | 39.46% | 34.95% | 24.32% | 16.89% | 9.33% |
TOBAX Touchstone Active Bond Fund | 4.15% | 3.52% | 3.72% | 3.63% | 3.10% | 2.24% | 2.58% | 2.59% | 2.79% | 2.29% | 2.65% | 2.99% |
Frequently Asked Questions
PTSGX and TOBAX have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PTSGX has higher volatility (7.29%) compared to TOBAX (0.97%). In terms of maximum drawdown, PTSGX dropped -60.33% vs TOBAX's -19.73%.
TOBAX currently has the higher Sharpe Ratio (0.80 vs -0.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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