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TSDOX vs. NUSFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TSDOX vs. NUSFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Touchstone Ultra Short Duration Fixed Income Fund (TSDOX) and Northern Ultra-Short Fixed Income Fund (NUSFX). The values are adjusted to include any dividend payments, if applicable.

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TSDOX vs. NUSFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TSDOX
Touchstone Ultra Short Duration Fixed Income Fund
0.51%4.73%6.87%5.75%-0.37%0.20%1.25%3.07%1.63%1.32%
NUSFX
Northern Ultra-Short Fixed Income Fund
0.75%4.27%5.22%5.21%-1.59%-0.17%2.34%3.68%1.51%1.53%

Returns By Period

In the year-to-date period, TSDOX achieves a 0.51% return, which is significantly lower than NUSFX's 0.75% return. Over the past 10 years, TSDOX has outperformed NUSFX with an annualized return of 2.58%, while NUSFX has yielded a comparatively lower 2.35% annualized return.


TSDOX

1D
0.00%
1M
-0.22%
YTD
0.51%
6M
1.54%
1Y
3.96%
3Y*
5.60%
5Y*
3.45%
10Y*
2.58%

NUSFX

1D
0.00%
1M
-0.06%
YTD
0.75%
6M
1.81%
1Y
4.46%
3Y*
4.67%
5Y*
2.70%
10Y*
2.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TSDOX vs. NUSFX - Expense Ratio Comparison

TSDOX has a 0.69% expense ratio, which is higher than NUSFX's 0.28% expense ratio.


Return for Risk

TSDOX vs. NUSFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TSDOX
TSDOX Risk / Return Rank: 9999
Overall Rank
TSDOX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
TSDOX Sortino Ratio Rank: 100100
Sortino Ratio Rank
TSDOX Omega Ratio Rank: 100100
Omega Ratio Rank
TSDOX Calmar Ratio Rank: 100100
Calmar Ratio Rank
TSDOX Martin Ratio Rank: 9999
Martin Ratio Rank

NUSFX
NUSFX Risk / Return Rank: 9999
Overall Rank
NUSFX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
NUSFX Sortino Ratio Rank: 9999
Sortino Ratio Rank
NUSFX Omega Ratio Rank: 9999
Omega Ratio Rank
NUSFX Calmar Ratio Rank: 9898
Calmar Ratio Rank
NUSFX Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TSDOX vs. NUSFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Touchstone Ultra Short Duration Fixed Income Fund (TSDOX) and Northern Ultra-Short Fixed Income Fund (NUSFX). 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.


TSDOXNUSFXDifference

Sharpe ratio

Return per unit of total volatility

3.07

2.92

+0.14

Sortino ratio

Return per unit of downside risk

10.12

6.61

+3.52

Omega ratio

Gain probability vs. loss probability

4.01

2.81

+1.20

Calmar ratio

Return relative to maximum drawdown

13.64

5.12

+8.51

Martin ratio

Return relative to average drawdown

54.32

37.67

+16.65

TSDOX vs. NUSFX - Sharpe Ratio Comparison

The current TSDOX Sharpe Ratio is 3.07, which is comparable to the NUSFX Sharpe Ratio of 2.92. The chart below compares the historical Sharpe Ratios of TSDOX and NUSFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TSDOXNUSFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.07

2.92

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.60

2.09

+0.51

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.97

1.95

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

1.75

1.78

-0.03

Correlation

The correlation between TSDOX and NUSFX is 0.20, 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

TSDOX vs. NUSFX - Dividend Comparison

TSDOX's dividend yield for the trailing twelve months is around 4.10%, less than NUSFX's 4.56% yield.


TTM20252024202320222021202020192018201720162015
TSDOX
Touchstone Ultra Short Duration Fixed Income Fund
4.10%4.51%5.64%4.11%1.61%0.86%1.66%2.48%2.16%1.64%1.29%1.27%
NUSFX
Northern Ultra-Short Fixed Income Fund
4.56%3.78%4.09%2.86%0.97%0.71%1.52%2.42%2.09%1.42%1.07%0.85%

Drawdowns

TSDOX vs. NUSFX - Drawdown Comparison

The maximum TSDOX drawdown since its inception was -5.27%, which is greater than NUSFX's maximum drawdown of -3.88%. Use the drawdown chart below to compare losses from any high point for TSDOX and NUSFX.


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Drawdown Indicators


TSDOXNUSFXDifference

Max Drawdown

Largest peak-to-trough decline

-5.27%

-3.88%

-1.39%

Max Drawdown (1Y)

Largest decline over 1 year

-0.32%

-0.87%

+0.55%

Max Drawdown (5Y)

Largest decline over 5 years

-1.50%

-3.35%

+1.85%

Max Drawdown (10Y)

Largest decline over 10 years

-5.27%

-3.88%

-1.39%

Current Drawdown

Current decline from peak

-0.22%

-0.10%

-0.12%

Average Drawdown

Average peak-to-trough decline

-0.18%

-0.24%

+0.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.08%

0.12%

-0.04%

Volatility

TSDOX vs. NUSFX - Volatility Comparison

The current volatility for Touchstone Ultra Short Duration Fixed Income Fund (TSDOX) is 0.15%, while Northern Ultra-Short Fixed Income Fund (NUSFX) has a volatility of 0.38%. This indicates that TSDOX experiences smaller price fluctuations and is considered to be less risky than NUSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TSDOXNUSFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.15%

0.38%

-0.23%

Volatility (6M)

Calculated over the trailing 6-month period

1.04%

0.97%

+0.07%

Volatility (1Y)

Calculated over the trailing 1-year period

1.42%

1.54%

-0.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.33%

1.30%

+0.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.31%

1.21%

+0.10%