TMCPX vs. MISIX
Compare and contrast key facts about Touchstone Mid Cap Fund (TMCPX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
TMCPX is managed by Touchstone. It was launched on Jan 2, 2003. MISIX is managed by Victory.
Performance
TMCPX vs. MISIX - Performance Comparison
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TMCPX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TMCPX Touchstone Mid Cap Fund | -7.96% | 4.87% | 8.48% | 27.48% | -15.62% | 15.21% | 12.56% | 39.44% | -3.14% | 20.23% |
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, TMCPX achieves a -7.96% return, which is significantly lower than MISIX's -0.70% return. Over the past 10 years, TMCPX has outperformed MISIX with an annualized return of 10.15%, while MISIX has yielded a comparatively lower 9.25% annualized return.
TMCPX
- 1D
- -0.23%
- 1M
- -11.61%
- YTD
- -7.96%
- 6M
- -5.28%
- 1Y
- 1.10%
- 3Y*
- 7.90%
- 5Y*
- 4.15%
- 10Y*
- 10.15%
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
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TMCPX vs. MISIX - Expense Ratio Comparison
TMCPX has a 0.93% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
TMCPX vs. MISIX — Risk / Return Rank
TMCPX
MISIX
TMCPX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Fund (TMCPX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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.
| TMCPX | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 1.97 | -1.88 |
Sortino ratioReturn per unit of downside risk | 0.28 | 2.54 | -2.26 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.39 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 2.24 | -2.25 |
Martin ratioReturn relative to average drawdown | -0.03 | 9.80 | -9.83 |
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
| TMCPX | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 1.97 | -1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.40 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.52 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.31 | +0.15 |
Correlation
The correlation between TMCPX and MISIX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TMCPX vs. MISIX - Dividend Comparison
TMCPX's dividend yield for the trailing twelve months is around 2.39%, less than MISIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMCPX Touchstone Mid Cap Fund | 2.39% | 2.20% | 2.52% | 0.92% | 1.43% | 2.80% | 1.93% | 5.18% | 3.95% | 1.10% | 0.58% | 0.06% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
TMCPX vs. MISIX - Drawdown Comparison
The maximum TMCPX drawdown since its inception was -58.03%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for TMCPX and MISIX.
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Drawdown Indicators
| TMCPX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.03% | -67.61% | +9.58% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -13.84% | +0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -21.47% | -37.69% | +16.22% |
Max Drawdown (10Y)Largest decline over 10 years | -35.54% | -41.82% | +6.28% |
Current DrawdownCurrent decline from peak | -13.48% | -13.84% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -16.99% | +7.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 3.16% | +0.99% |
Volatility
TMCPX vs. MISIX - Volatility Comparison
The current volatility for Touchstone Mid Cap Fund (TMCPX) is 5.60%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 6.80%. This indicates that TMCPX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMCPX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 6.80% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 11.32% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.65% | 16.62% | +3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 17.68% | -0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 17.78% | +0.61% |