TEGAX vs. PTSGX
TEGAX (Touchstone Mid Cap Growth Fund) and PTSGX (Touchstone Sands Capital Select Growth Fund) are both mutual funds - TEGAX is a Mid Cap Growth Equities fund managed by Touchstone, while PTSGX is a Large Cap Growth Equities fund managed by Touchstone. Over the past 10 years, TEGAX returned 13.44%/yr vs 15.46%/yr for PTSGX. Their correlation of 0.86 means they have usually moved in the same direction. TEGAX charges 1.21%/yr vs 1.16%/yr for PTSGX.
Performance
TEGAX vs. PTSGX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, TEGAX achieves a 10.78% return, which is significantly higher than PTSGX's -1.05% return. Over the past 10 years, TEGAX has underperformed PTSGX with an annualized return of 13.44%, while PTSGX has yielded a comparatively higher 15.46% annualized return.
TEGAX
- 1D
- 0.00%
- 1M
- -3.47%
- 6M
- 10.15%
- YTD
- 10.78%
- 1Y
- 11.08%
- 3Y*
- 13.77%
- 5Y*
- 6.06%
- 10Y*
- 13.44%
- ALL TIME*
- 12.90%
PTSGX
- 1D
- 0.67%
- 1M
- -3.39%
- 6M
- 3.46%
- YTD
- -1.05%
- 1Y
- -0.91%
- 3Y*
- 15.21%
- 5Y*
- -0.01%
- 10Y*
- 15.46%
- ALL TIME*
- 9.60%
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 |
TEGAX vs. PTSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEGAX Touchstone Mid Cap Growth Fund | 10.78% | 9.28% | 15.99% | 24.20% | -26.18% | 15.51% | 27.10% | 53.26% | -3.71% | 24.17% |
PTSGX Touchstone Sands Capital Select Growth Fund | -1.05% | 15.27% | 23.79% | 51.60% | -50.56% | 3.76% | 68.92% | 67.10% | 5.80% | 34.42% |
Correlation
The correlation between TEGAX and PTSGX is 0.77, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.86 |
The correlation between TEGAX and PTSGX has been stable across timeframes, ranging from 0.77 to 0.87 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TEGAX vs. PTSGX — Risk / Return Rank
TEGAX
PTSGX
TEGAX vs. PTSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Growth Fund (TEGAX) and Touchstone Sands Capital Select Growth Fund (PTSGX). 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.
| TEGAX | PTSGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.65 | ||
| Sortino ratioReturn per unit of downside risk | +0.91 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.99 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | -0.16 | +0.98 |
| Martin ratioReturn relative to average drawdown | 2.45 | -0.39 | +2.83 |
Loading charts...
Drawdowns
TEGAX vs. PTSGX - Drawdown Comparison
The maximum TEGAX drawdown since its inception was -53.30%, smaller than the maximum PTSGX drawdown of -60.33%. Use the drawdown chart below to compare losses from any high point for TEGAX and PTSGX.
Loading charts...
Drawdown Indicators
| TEGAX | PTSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.30% | -60.33% | +7.03% |
Max Drawdown (1Y)Largest decline over 1 year | -10.89% | -24.16% | +13.27% |
Max Drawdown (3Y)Largest decline over 3 years | -27.79% | -28.56% | +0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -41.38% | -60.07% | +18.69% |
Max Drawdown (10Y)Largest decline over 10 years | -41.38% | -60.07% | +18.69% |
Current DrawdownCurrent decline from peak | -5.22% | -9.82% | +4.60% |
Average DrawdownAverage peak-to-trough decline | -9.19% | -15.76% | +6.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 9.79% | -6.13% |
Volatility
TEGAX vs. PTSGX - Volatility Comparison
The current volatility for Touchstone Mid Cap Growth Fund (TEGAX) is 3.83%, while Touchstone Sands Capital Select Growth Fund (PTSGX) has a volatility of 7.29%. This indicates that TEGAX experiences smaller price fluctuations and is considered to be less risky than PTSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| TEGAX | PTSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.83% | 7.29% | -3.46% |
Volatility (6M)Calculated over the trailing 6-month period | 14.88% | 18.70% | -3.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.29% | 23.03% | -4.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.13% | 31.23% | -6.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.21% | 29.12% | -5.91% |
TEGAX vs. PTSGX - Expense Ratio Comparison
TEGAX has a 1.21% expense ratio, which is higher than PTSGX's 1.16% expense ratio.
Dividends
TEGAX vs. PTSGX - Dividend Comparison
TEGAX's dividend yield for the trailing twelve months is around 10.29%, more than PTSGX's 0.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTSGX Touchstone Sands Capital Select Growth Fund | 0.66% | 0.66% | 0.00% | 0.00% | 0.00% | 12.67% | 10.05% | 39.46% | 34.95% | 24.32% | 16.89% | 9.33% |
TEGAX Touchstone Mid Cap Growth Fund | 10.29% | 11.40% | 2.97% | 0.00% | 2.69% | 16.97% | 6.67% | 13.97% | 8.53% | 10.06% | 2.59% | 8.72% |
Frequently Asked Questions
TEGAX and PTSGX have a correlation of 0.77, 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 TEGAX (3.83%). In terms of maximum drawdown, TEGAX dropped -53.30% vs PTSGX's -60.33%.
TEGAX currently has the higher Sharpe Ratio (0.49 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.
Find the right allocation for TEGAX and PTSGX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer