TGVFX vs. GTSGX

In the year-to-date period, TGVFX achieves a 27.65% return, which is significantly higher than GTSGX's 11.16% return. Over the past 10 years, TGVFX has underperformed GTSGX with an annualized return of 4.78%, while GTSGX has yielded a comparatively higher 5.29% annualized return.

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TGVFX has a 1.25% expense ratio, which is higher than GTSGX's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Touchstone Growth Opportunities Fund (TGVFX) and Madison Mid Cap Fund (GTSGX). 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.

The current TGVFX Sharpe Ratio is 1.61, which is higher than the GTSGX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of TGVFX and GTSGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TGVFX has not paid dividends to shareholders, while GTSGX's dividend yield for the trailing twelve months is around 0.12%.

The maximum TGVFX drawdown since its inception was -69.41%, which is greater than GTSGX's maximum drawdown of -38.25%. Use the drawdown chart below to compare losses from any high point for TGVFX and GTSGX. For additional features, visit the drawdowns tool.

Touchstone Growth Opportunities Fund (TGVFX) has a higher volatility of 6.30% compared to Madison Mid Cap Fund (GTSGX) at 4.48%. This indicates that TGVFX's price experiences larger fluctuations and is considered to be riskier than GTSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.