SAGWX vs. TCPYX
Compare and contrast key facts about Touchstone Small Company Fund (SAGWX) and Touchstone Impact Bond Fund (TCPYX).
SAGWX is managed by Touchstone. It was launched on Mar 1, 1993. TCPYX is managed by Touchstone. It was launched on Nov 15, 1991.
Performance
SAGWX vs. TCPYX - Performance Comparison
Loading graphics...
SAGWX vs. TCPYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAGWX Touchstone Small Company Fund | -2.26% | 9.58% | 13.32% | 15.71% | -14.64% | 22.83% | 17.58% | 29.44% | -8.42% | 17.32% |
TCPYX Touchstone Impact Bond Fund | 0.31% | 6.75% | 1.77% | 5.32% | -13.07% | -1.01% | 6.72% | 7.91% | 0.16% | 3.94% |
Returns By Period
In the year-to-date period, SAGWX achieves a -2.26% return, which is significantly lower than TCPYX's 0.31% return. Over the past 10 years, SAGWX has outperformed TCPYX with an annualized return of 10.93%, while TCPYX has yielded a comparatively lower 1.70% annualized return.
SAGWX
- 1D
- 2.19%
- 1M
- -5.46%
- YTD
- -2.26%
- 6M
- -0.08%
- 1Y
- 14.17%
- 3Y*
- 11.00%
- 5Y*
- 5.06%
- 10Y*
- 10.93%
TCPYX
- 1D
- 0.22%
- 1M
- -1.19%
- YTD
- 0.31%
- 6M
- 1.23%
- 1Y
- 3.96%
- 3Y*
- 3.75%
- 5Y*
- 0.27%
- 10Y*
- 1.70%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SAGWX vs. TCPYX - Expense Ratio Comparison
SAGWX has a 1.17% expense ratio, which is higher than TCPYX's 0.51% expense ratio.
Return for Risk
SAGWX vs. TCPYX — Risk / Return Rank
SAGWX
TCPYX
SAGWX vs. TCPYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Small Company Fund (SAGWX) and Touchstone Impact Bond Fund (TCPYX). 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.
| SAGWX | TCPYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.99 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.43 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.18 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.54 | -0.35 |
Martin ratioReturn relative to average drawdown | 4.65 | 4.24 | +0.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SAGWX | TCPYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.99 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.05 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.35 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.69 | -0.18 |
Correlation
The correlation between SAGWX and TCPYX is -0.17. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SAGWX vs. TCPYX - Dividend Comparison
SAGWX's dividend yield for the trailing twelve months is around 5.95%, more than TCPYX's 3.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAGWX Touchstone Small Company Fund | 5.95% | 5.82% | 6.03% | 0.15% | 2.57% | 19.71% | 0.10% | 11.83% | 14.83% | 9.03% | 8.71% | 21.16% |
TCPYX Touchstone Impact Bond Fund | 3.89% | 3.52% | 3.68% | 3.22% | 2.63% | 1.91% | 2.13% | 2.63% | 2.86% | 2.77% | 2.98% | 2.91% |
Drawdowns
SAGWX vs. TCPYX - Drawdown Comparison
The maximum SAGWX drawdown since its inception was -51.87%, which is greater than TCPYX's maximum drawdown of -18.12%. Use the drawdown chart below to compare losses from any high point for SAGWX and TCPYX.
Loading graphics...
Drawdown Indicators
| SAGWX | TCPYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.87% | -18.12% | -33.75% |
Max Drawdown (1Y)Largest decline over 1 year | -13.16% | -2.94% | -10.22% |
Max Drawdown (5Y)Largest decline over 5 years | -37.07% | -18.12% | -18.95% |
Max Drawdown (10Y)Largest decline over 10 years | -41.75% | -18.12% | -23.63% |
Current DrawdownCurrent decline from peak | -7.62% | -2.19% | -5.43% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -3.23% | -5.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 1.07% | +2.29% |
Volatility
SAGWX vs. TCPYX - Volatility Comparison
Touchstone Small Company Fund (SAGWX) has a higher volatility of 5.09% compared to Touchstone Impact Bond Fund (TCPYX) at 1.50%. This indicates that SAGWX's price experiences larger fluctuations and is considered to be riskier than TCPYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SAGWX | TCPYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 1.50% | +3.59% |
Volatility (6M)Calculated over the trailing 6-month period | 11.14% | 2.62% | +8.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.47% | 4.49% | +15.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.89% | 5.88% | +17.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.64% | 4.83% | +17.81% |