PortfoliosLab logoPortfoliosLab logo
TCVIX vs. ACLAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TCVIX vs. ACLAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Touchstone Mid Cap Value Fund (TCVIX) and American Century Mid Cap Value Fund A Class (ACLAX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

TCVIX vs. ACLAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TCVIX
Touchstone Mid Cap Value Fund
5.28%10.00%8.61%7.78%-8.38%27.12%5.70%29.76%-16.77%14.09%
ACLAX
American Century Mid Cap Value Fund A Class
0.93%8.52%8.18%5.93%-1.53%23.01%1.44%28.55%-12.93%11.31%

Returns By Period

In the year-to-date period, TCVIX achieves a 5.28% return, which is significantly higher than ACLAX's 0.93% return. Over the past 10 years, TCVIX has outperformed ACLAX with an annualized return of 8.94%, while ACLAX has yielded a comparatively lower 8.37% annualized return.


TCVIX

1D
-0.74%
1M
-7.05%
YTD
5.28%
6M
8.70%
1Y
17.19%
3Y*
10.74%
5Y*
6.82%
10Y*
8.94%

ACLAX

1D
-0.34%
1M
-7.89%
YTD
0.93%
6M
0.87%
1Y
7.39%
3Y*
7.47%
5Y*
6.30%
10Y*
8.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TCVIX vs. ACLAX - Expense Ratio Comparison

TCVIX has a 0.85% expense ratio, which is lower than ACLAX's 1.22% expense ratio.


Return for Risk

TCVIX vs. ACLAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TCVIX
TCVIX Risk / Return Rank: 5555
Overall Rank
TCVIX Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
TCVIX Sortino Ratio Rank: 5757
Sortino Ratio Rank
TCVIX Omega Ratio Rank: 5151
Omega Ratio Rank
TCVIX Calmar Ratio Rank: 5656
Calmar Ratio Rank
TCVIX Martin Ratio Rank: 5757
Martin Ratio Rank

ACLAX
ACLAX Risk / Return Rank: 2121
Overall Rank
ACLAX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
ACLAX Sortino Ratio Rank: 2121
Sortino Ratio Rank
ACLAX Omega Ratio Rank: 1818
Omega Ratio Rank
ACLAX Calmar Ratio Rank: 2323
Calmar Ratio Rank
ACLAX Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TCVIX vs. ACLAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Value Fund (TCVIX) and American Century Mid Cap Value Fund A Class (ACLAX). 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.


TCVIXACLAXDifference

Sharpe ratio

Return per unit of total volatility

1.03

0.53

+0.49

Sortino ratio

Return per unit of downside risk

1.51

0.87

+0.64

Omega ratio

Gain probability vs. loss probability

1.21

1.11

+0.10

Calmar ratio

Return relative to maximum drawdown

1.32

0.67

+0.65

Martin ratio

Return relative to average drawdown

5.51

2.51

+3.00

TCVIX vs. ACLAX - Sharpe Ratio Comparison

The current TCVIX Sharpe Ratio is 1.03, which is higher than the ACLAX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of TCVIX and ACLAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


TCVIXACLAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

0.53

+0.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.40

0.43

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

0.48

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.47

+0.11

Correlation

The correlation between TCVIX and ACLAX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

TCVIX vs. ACLAX - Dividend Comparison

TCVIX's dividend yield for the trailing twelve months is around 4.03%, less than ACLAX's 14.04% yield.


TTM20252024202320222021202020192018201720162015
TCVIX
Touchstone Mid Cap Value Fund
4.03%4.25%5.48%1.80%6.59%6.77%0.76%0.91%5.86%6.47%4.44%7.26%
ACLAX
American Century Mid Cap Value Fund A Class
14.04%14.24%8.53%5.01%14.77%15.72%1.62%1.23%14.17%9.25%3.82%10.86%

Drawdowns

TCVIX vs. ACLAX - Drawdown Comparison

The maximum TCVIX drawdown since its inception was -41.89%, smaller than the maximum ACLAX drawdown of -51.37%. Use the drawdown chart below to compare losses from any high point for TCVIX and ACLAX.


Loading graphics...

Drawdown Indicators


TCVIXACLAXDifference

Max Drawdown

Largest peak-to-trough decline

-41.89%

-51.37%

+9.48%

Max Drawdown (1Y)

Largest decline over 1 year

-12.52%

-10.99%

-1.53%

Max Drawdown (5Y)

Largest decline over 5 years

-19.37%

-17.55%

-1.82%

Max Drawdown (10Y)

Largest decline over 10 years

-41.89%

-39.24%

-2.65%

Current Drawdown

Current decline from peak

-7.76%

-8.01%

+0.25%

Average Drawdown

Average peak-to-trough decline

-5.43%

-6.29%

+0.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.00%

2.95%

+0.05%

Volatility

TCVIX vs. ACLAX - Volatility Comparison

Touchstone Mid Cap Value Fund (TCVIX) has a higher volatility of 5.27% compared to American Century Mid Cap Value Fund A Class (ACLAX) at 3.69%. This indicates that TCVIX's price experiences larger fluctuations and is considered to be riskier than ACLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


TCVIXACLAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.27%

3.69%

+1.58%

Volatility (6M)

Calculated over the trailing 6-month period

10.00%

8.51%

+1.49%

Volatility (1Y)

Calculated over the trailing 1-year period

17.54%

15.58%

+1.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.11%

14.63%

+2.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.11%

17.48%

+1.63%