TVLYX vs. SENCX
Compare and contrast key facts about Touchstone Value Fund (TVLYX) and Touchstone Large Cap Focused Fund (SENCX).
TVLYX is managed by Touchstone. It was launched on Sep 10, 1998. SENCX is managed by Touchstone. It was launched on Jan 12, 1934.
Performance
TVLYX vs. SENCX - Performance Comparison
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TVLYX vs. SENCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TVLYX Touchstone Value Fund | -0.73% | 11.57% | 17.97% | 11.03% | -2.66% | 24.71% | 3.44% | 32.68% | -5.49% | 14.27% |
SENCX Touchstone Large Cap Focused Fund | -7.35% | 17.56% | 20.29% | 25.00% | -17.55% | 25.26% | 23.83% | 47.43% | -2.60% | 22.91% |
Returns By Period
In the year-to-date period, TVLYX achieves a -0.73% return, which is significantly higher than SENCX's -7.35% return. Over the past 10 years, TVLYX has underperformed SENCX with an annualized return of 11.52%, while SENCX has yielded a comparatively higher 14.93% annualized return.
TVLYX
- 1D
- 2.40%
- 1M
- -4.89%
- YTD
- -0.73%
- 6M
- 1.36%
- 1Y
- 12.20%
- 3Y*
- 14.26%
- 5Y*
- 9.06%
- 10Y*
- 11.52%
SENCX
- 1D
- 3.22%
- 1M
- -5.84%
- YTD
- -7.35%
- 6M
- -4.50%
- 1Y
- 12.82%
- 3Y*
- 14.82%
- 5Y*
- 9.04%
- 10Y*
- 14.93%
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TVLYX vs. SENCX - Expense Ratio Comparison
TVLYX has a 0.83% expense ratio, which is lower than SENCX's 0.99% expense ratio.
Return for Risk
TVLYX vs. SENCX — Risk / Return Rank
TVLYX
SENCX
TVLYX vs. SENCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Value Fund (TVLYX) and Touchstone Large Cap Focused Fund (SENCX). 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.
| TVLYX | SENCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.70 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.13 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.10 | -0.06 |
Martin ratioReturn relative to average drawdown | 3.92 | 4.10 | -0.18 |
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
| TVLYX | SENCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.70 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.53 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.81 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.61 | -0.42 |
Correlation
The correlation between TVLYX and SENCX is 0.86, 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
TVLYX vs. SENCX - Dividend Comparison
TVLYX's dividend yield for the trailing twelve months is around 13.94%, more than SENCX's 1.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TVLYX Touchstone Value Fund | 13.94% | 13.90% | 8.65% | 2.35% | 7.51% | 8.66% | 3.18% | 11.69% | 15.18% | 9.32% | 2.37% | 9.27% |
SENCX Touchstone Large Cap Focused Fund | 1.58% | 1.46% | 0.66% | 0.65% | 1.58% | 6.74% | 5.59% | 23.32% | 12.26% | 17.28% | 7.08% | 9.70% |
Drawdowns
TVLYX vs. SENCX - Drawdown Comparison
The maximum TVLYX drawdown since its inception was -80.40%, which is greater than SENCX's maximum drawdown of -51.89%. Use the drawdown chart below to compare losses from any high point for TVLYX and SENCX.
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Drawdown Indicators
| TVLYX | SENCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.40% | -51.89% | -28.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -12.27% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -27.82% | +8.56% |
Max Drawdown (10Y)Largest decline over 10 years | -40.75% | -31.56% | -9.19% |
Current DrawdownCurrent decline from peak | -6.73% | -9.38% | +2.65% |
Average DrawdownAverage peak-to-trough decline | -25.87% | -6.39% | -19.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 3.30% | +0.04% |
Volatility
TVLYX vs. SENCX - Volatility Comparison
The current volatility for Touchstone Value Fund (TVLYX) is 5.22%, while Touchstone Large Cap Focused Fund (SENCX) has a volatility of 5.68%. This indicates that TVLYX experiences smaller price fluctuations and is considered to be less risky than SENCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TVLYX | SENCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 5.68% | -0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 9.93% | 9.71% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.04% | 18.72% | -0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.78% | 17.05% | -0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.08% | 18.48% | +0.60% |