TLCIX vs. PTSGX
TLCIX (Touchstone Large Cap Fund) and PTSGX (Touchstone Sands Capital Select Growth Fund) are both mutual funds - TLCIX is a Large Cap Blend Equities fund managed by Touchstone, while PTSGX is a Large Cap Growth Equities fund managed by Touchstone. Over the past 10 years, TLCIX returned 11.39%/yr vs 15.46%/yr for PTSGX. Their 0.63 correlation means they have sometimes moved together and sometimes differently. TLCIX charges 0.82%/yr vs 1.16%/yr for PTSGX.
Performance
TLCIX vs. PTSGX - Performance Comparison
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Returns By Period
In the year-to-date period, TLCIX achieves a 11.67% return, which is significantly higher than PTSGX's -1.05% return. Over the past 10 years, TLCIX has underperformed PTSGX with an annualized return of 11.39%, while PTSGX has yielded a comparatively higher 15.46% annualized return.
TLCIX
- 1D
- -0.18%
- 1M
- -1.30%
- 6M
- 5.76%
- YTD
- 11.67%
- 1Y
- 19.86%
- 3Y*
- 11.90%
- 5Y*
- 7.91%
- 10Y*
- 11.39%
- ALL TIME*
- 10.11%
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 |
TLCIX vs. PTSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TLCIX Touchstone Large Cap Fund | 11.67% | 8.16% | 15.04% | 14.37% | -15.02% | 26.00% | 10.32% | 31.56% | -6.31% | 21.72% |
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 TLCIX and PTSGX is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.45 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.59 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.60 |
Correlation (All Time) Calculated using the full available price history since Jul 10, 2014 | 0.63 |
Over the past year, the correlation between TLCIX and PTSGX has dropped to 0.29 - well below their long-term average of 0.63, suggesting their price drivers have been diverging.
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Return for Risk
TLCIX vs. PTSGX — Risk / Return Rank
TLCIX
PTSGX
TLCIX vs. PTSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Large Cap Fund (TLCIX) 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.
| TLCIX | PTSGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.86 | ||
| Sortino ratioReturn per unit of downside risk | +2.51 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.99 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 2.40 | -0.16 | +2.56 |
| Martin ratioReturn relative to average drawdown | 8.51 | -0.39 | +8.89 |
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Drawdowns
TLCIX vs. PTSGX - Drawdown Comparison
The maximum TLCIX drawdown since its inception was -34.19%, smaller than the maximum PTSGX drawdown of -60.33%. Use the drawdown chart below to compare losses from any high point for TLCIX and PTSGX.
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Drawdown Indicators
| TLCIX | PTSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.19% | -60.33% | +26.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.83% | -24.16% | +16.33% |
Max Drawdown (3Y)Largest decline over 3 years | -14.59% | -28.56% | +13.97% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -60.07% | +36.81% |
Max Drawdown (10Y)Largest decline over 10 years | -34.19% | -60.07% | +25.88% |
Current DrawdownCurrent decline from peak | -1.60% | -9.82% | +8.22% |
Average DrawdownAverage peak-to-trough decline | -4.83% | -15.76% | +10.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 9.79% | -7.59% |
Volatility
TLCIX vs. PTSGX - Volatility Comparison
The current volatility for Touchstone Large Cap Fund (TLCIX) is 2.70%, while Touchstone Sands Capital Select Growth Fund (PTSGX) has a volatility of 7.29%. This indicates that TLCIX 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.
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Volatility by Period
| TLCIX | PTSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.70% | 7.29% | -4.59% |
Volatility (6M)Calculated over the trailing 6-month period | 8.27% | 18.70% | -10.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.11% | 23.03% | -11.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.79% | 31.23% | -16.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 29.12% | -12.33% |
TLCIX vs. PTSGX - Expense Ratio Comparison
TLCIX has a 0.82% expense ratio, which is lower than PTSGX's 1.16% expense ratio.
Dividends
TLCIX vs. PTSGX - Dividend Comparison
TLCIX's dividend yield for the trailing twelve months is around 2.58%, 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% |
TLCIX Touchstone Large Cap Fund | 2.58% | 2.88% | 3.76% | 1.93% | 4.29% | 3.01% | 1.28% | 13.22% | 1.12% | 0.73% | 1.02% | 0.77% |
Frequently Asked Questions
TLCIX and PTSGX have a correlation of 0.29, 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 TLCIX (2.70%). In terms of maximum drawdown, TLCIX dropped -34.19% vs PTSGX's -60.33%.
TLCIX currently has the higher Sharpe Ratio (1.70 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.
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