TGVFX vs. CHASX
TGVFX (Touchstone Growth Opportunities Fund) and CHASX (Chase Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, TGVFX returned 19.78%/yr vs 20.48%/yr for CHASX. Their correlation of 0.87 suggests significant overlap in exposure. TGVFX charges 1.25%/yr vs 1.14%/yr for CHASX.
Performance
TGVFX vs. CHASX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, TGVFX achieves a 2.36% return, which is significantly lower than CHASX's 24.18% return. Both investments have delivered pretty close results over the past 10 years, with TGVFX having a 19.78% annualized return and CHASX not far ahead at 20.48%.
TGVFX
- 1D
- -2.01%
- 1M
- -2.63%
- YTD
- 2.36%
- 6M
- 0.89%
- 1Y
- 17.98%
- 3Y*
- 22.09%
- 5Y*
- 11.95%
- 10Y*
- 19.78%
CHASX
- 1D
- -1.90%
- 1M
- 2.67%
- YTD
- 24.18%
- 6M
- 22.01%
- 1Y
- 45.60%
- 3Y*
- 40.76%
- 5Y*
- 21.98%
- 10Y*
- 20.48%
TGVFX vs. CHASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TGVFX Touchstone Growth Opportunities Fund | 2.36% | 17.61% | 32.50% | 42.73% | -28.62% | 22.55% | 33.12% | 72.37% | -4.05% | 28.05% |
CHASX Chase Growth Fund | 24.18% | 20.61% | 64.71% | 25.91% | -20.41% | 22.32% | 18.27% | 42.63% | -3.96% | 24.49% |
Correlation
The correlation between TGVFX and CHASX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Dec 2, 1997 | 0.87 |
The correlation between TGVFX and CHASX has been stable across timeframes, ranging from 0.82 to 0.90 - 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
TGVFX vs. CHASX — Risk / Return Rank
TGVFX
CHASX
TGVFX vs. CHASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Growth Opportunities Fund (TGVFX) and Chase Growth Fund (CHASX). 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.
| TGVFX | CHASX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.44 | ||
| Sortino ratioReturn per unit of downside risk | -1.74 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.44 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | 4.86 | -3.62 |
| Martin ratioReturn relative to average drawdown | 4.11 | 20.09 | -15.98 |
Loading charts...
Drawdowns
TGVFX vs. CHASX - Drawdown Comparison
The maximum TGVFX drawdown since its inception was -69.41%, which is greater than CHASX's maximum drawdown of -45.94%. Use the drawdown chart below to compare losses from any high point for TGVFX and CHASX.
Loading charts...
Drawdown Indicators
| TGVFX | CHASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.41% | -45.94% | -23.47% |
Max Drawdown (1Y)Largest decline over 1 year | -16.01% | -9.90% | -6.11% |
Max Drawdown (3Y)Largest decline over 3 years | -23.50% | -23.40% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -40.77% | -24.63% | -16.14% |
Max Drawdown (10Y)Largest decline over 10 years | -40.77% | -30.40% | -10.37% |
Current DrawdownCurrent decline from peak | -6.25% | -2.10% | -4.15% |
Average DrawdownAverage peak-to-trough decline | -22.68% | -9.14% | -13.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 2.39% | +2.43% |
Volatility
TGVFX vs. CHASX - Volatility Comparison
The current volatility for Touchstone Growth Opportunities Fund (TGVFX) is 6.13%, while Chase Growth Fund (CHASX) has a volatility of 6.89%. This indicates that TGVFX experiences smaller price fluctuations and is considered to be less risky than CHASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| TGVFX | CHASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.13% | 6.89% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | 14.38% | -1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.81% | 18.33% | -1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.13% | 20.38% | +3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.56% | 19.95% | +3.61% |
TGVFX vs. CHASX - Expense Ratio Comparison
TGVFX has a 1.25% expense ratio, which is higher than CHASX's 1.14% expense ratio.
Dividends
TGVFX vs. CHASX - Dividend Comparison
TGVFX's dividend yield for the trailing twelve months is around 18.80%, more than CHASX's 7.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHASX Chase Growth Fund | 7.35% | 9.12% | 36.67% | 5.80% | 5.49% | 20.15% | 7.83% | 22.82% | 12.92% | 11.92% | 9.14% | 10.24% |
TGVFX Touchstone Growth Opportunities Fund | 18.80% | 19.24% | 6.16% | 2.66% | 2.40% | 17.21% | 10.29% | 34.44% | 11.32% | 9.98% | 3.67% | 10.49% |
Frequently Asked Questions
TGVFX and CHASX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CHASX has higher volatility (6.89%) compared to TGVFX (6.13%). In terms of maximum drawdown, TGVFX dropped -69.41% vs CHASX's -45.94%.
CHASX currently has the higher Sharpe Ratio (2.63 vs 1.18), 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 TGVFX and CHASX
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