TMCPX vs. TOBAX
Compare and contrast key facts about Touchstone Mid Cap Fund (TMCPX) and Touchstone Active Bond Fund (TOBAX).
TMCPX is managed by Touchstone. It was launched on Jan 2, 2003. TOBAX is managed by Touchstone. It was launched on Oct 3, 1994.
Performance
TMCPX vs. TOBAX - Performance Comparison
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TMCPX vs. TOBAX - 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% |
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, TMCPX achieves a -7.96% return, which is significantly lower than TOBAX's -0.66% return. Over the past 10 years, TMCPX has outperformed TOBAX with an annualized return of 10.15%, while TOBAX has yielded a comparatively lower 2.11% 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%
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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TMCPX vs. TOBAX - Expense Ratio Comparison
TMCPX has a 0.93% expense ratio, which is higher than TOBAX's 0.83% expense ratio.
Return for Risk
TMCPX vs. TOBAX — Risk / Return Rank
TMCPX
TOBAX
TMCPX vs. TOBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Mid Cap Fund (TMCPX) 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.
| TMCPX | TOBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.09 | 1.09 | -1.00 |
Sortino ratioReturn per unit of downside risk | 0.28 | 1.56 | -1.28 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.20 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 1.83 | -1.84 |
Martin ratioReturn relative to average drawdown | -0.03 | 5.97 | -6.00 |
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 | TOBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.09 | 1.09 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.05 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.44 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.89 | -0.42 |
Correlation
The correlation between TMCPX and TOBAX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
TMCPX vs. TOBAX - Dividend Comparison
TMCPX's dividend yield for the trailing twelve months is around 2.39%, less than TOBAX's 4.00% 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% |
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
TMCPX vs. TOBAX - Drawdown Comparison
The maximum TMCPX drawdown since its inception was -58.03%, which is greater than TOBAX's maximum drawdown of -19.73%. Use the drawdown chart below to compare losses from any high point for TMCPX and TOBAX.
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Drawdown Indicators
| TMCPX | TOBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.03% | -19.73% | -38.30% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -2.88% | -10.60% |
Max Drawdown (5Y)Largest decline over 5 years | -21.47% | -19.73% | -1.74% |
Max Drawdown (10Y)Largest decline over 10 years | -35.54% | -19.73% | -15.81% |
Current DrawdownCurrent decline from peak | -13.48% | -2.34% | -11.14% |
Average DrawdownAverage peak-to-trough decline | -9.64% | -2.44% | -7.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | 0.88% | +3.27% |
Volatility
TMCPX vs. TOBAX - Volatility Comparison
Touchstone Mid Cap Fund (TMCPX) has a higher volatility of 5.60% compared to Touchstone Active Bond Fund (TOBAX) at 1.57%. This indicates that TMCPX'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
| TMCPX | TOBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 1.57% | +4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 2.52% | +9.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.65% | 4.36% | +15.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.63% | 5.77% | +11.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 4.79% | +13.60% |