TLCIX vs. TOBAX
Compare and contrast key facts about Touchstone Large Cap Fund (TLCIX) and Touchstone Active Bond Fund (TOBAX).
TLCIX is managed by Touchstone. It was launched on Jul 9, 2014. TOBAX is managed by Touchstone. It was launched on Oct 3, 1994.
Performance
TLCIX vs. TOBAX - Performance Comparison
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TLCIX vs. TOBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TLCIX Touchstone Large Cap Fund | -0.39% | 8.16% | 15.04% | 14.37% | -15.02% | 26.00% | 10.32% | 31.56% | -6.31% | 21.72% |
TOBAX Touchstone Active Bond Fund | -0.66% | 7.66% | 2.22% | 6.38% | -14.20% | -1.34% | 9.93% | 10.11% | -1.94% | 3.51% |
Returns By Period
In the year-to-date period, TLCIX achieves a -0.39% return, which is significantly higher than TOBAX's -0.66% return. Over the past 10 years, TLCIX has outperformed TOBAX with an annualized return of 10.51%, while TOBAX has yielded a comparatively lower 2.11% annualized return.
TLCIX
- 1D
- 0.30%
- 1M
- -7.00%
- YTD
- -0.39%
- 6M
- -0.28%
- 1Y
- 5.35%
- 3Y*
- 11.39%
- 5Y*
- 6.83%
- 10Y*
- 10.51%
TOBAX
- 1D
- 0.55%
- 1M
- -2.34%
- YTD
- -0.66%
- 6M
- 0.66%
- 1Y
- 4.71%
- 3Y*
- 4.05%
- 5Y*
- 0.31%
- 10Y*
- 2.11%
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TLCIX vs. TOBAX - Expense Ratio Comparison
TLCIX has a 0.82% expense ratio, which is lower than TOBAX's 0.83% expense ratio.
Return for Risk
TLCIX vs. TOBAX — Risk / Return Rank
TLCIX
TOBAX
TLCIX vs. TOBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Large Cap Fund (TLCIX) and Touchstone Active Bond Fund (TOBAX). 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.
| TLCIX | TOBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 1.09 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.70 | 1.56 | -0.86 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.20 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 1.83 | -1.41 |
Martin ratioReturn relative to average drawdown | 1.68 | 5.97 | -4.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TLCIX | TOBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 1.09 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.05 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.44 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.89 | -0.33 |
Correlation
The correlation between TLCIX and TOBAX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
TLCIX vs. TOBAX - Dividend Comparison
TLCIX's dividend yield for the trailing twelve months is around 2.89%, less than TOBAX's 4.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLCIX Touchstone Large Cap Fund | 2.89% | 2.88% | 3.76% | 1.93% | 4.29% | 3.01% | 1.28% | 13.22% | 1.12% | 0.73% | 1.02% | 0.77% |
TOBAX Touchstone Active Bond Fund | 4.00% | 3.52% | 3.72% | 3.63% | 3.10% | 2.24% | 2.58% | 2.59% | 2.79% | 2.29% | 2.65% | 2.99% |
Drawdowns
TLCIX vs. TOBAX - Drawdown Comparison
The maximum TLCIX drawdown since its inception was -34.19%, which is greater than TOBAX's maximum drawdown of -19.73%. Use the drawdown chart below to compare losses from any high point for TLCIX and TOBAX.
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Drawdown Indicators
| TLCIX | TOBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.19% | -19.73% | -14.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.72% | -2.88% | -8.84% |
Max Drawdown (5Y)Largest decline over 5 years | -23.26% | -19.73% | -3.53% |
Max Drawdown (10Y)Largest decline over 10 years | -34.19% | -19.73% | -14.46% |
Current DrawdownCurrent decline from peak | -7.55% | -2.34% | -5.21% |
Average DrawdownAverage peak-to-trough decline | -4.93% | -2.44% | -2.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 0.88% | +2.02% |
Volatility
TLCIX vs. TOBAX - Volatility Comparison
Touchstone Large Cap Fund (TLCIX) has a higher volatility of 3.32% compared to Touchstone Active Bond Fund (TOBAX) at 1.57%. This indicates that TLCIX's price experiences larger fluctuations and is considered to be riskier than TOBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TLCIX | TOBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 1.57% | +1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 7.99% | 2.52% | +5.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 4.36% | +11.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.79% | 5.77% | +9.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 4.79% | +12.02% |