Touchstone Small Cap Fund Key Fundamental Indicators
| TSFIX Fund | USD 15.73 0.04 0.25% |
As of the 19th of February, Touchstone Small has the Semi Deviation of 0.7634, risk adjusted performance of 0.0876, and Coefficient Of Variation of 924.58. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Touchstone Small Cap, as well as the relationship between them.
Touchstone Small's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Touchstone Small's valuation are provided below:Touchstone Small Cap does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Touchstone |
Touchstone Small 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Touchstone Small's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Touchstone Small.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Touchstone Small on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding Touchstone Small Cap or generate 0.0% return on investment in Touchstone Small over 90 days. Touchstone Small is related to or competes with Touchstone Small, Touchstone Sands, Mid Cap, Mid Cap, Mid Cap, Sentinel Small, and Touchstone Sustainability. The fund invests at least 80 percent of its net assets in common stocks of small capitalization U.S More
Touchstone Small Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Touchstone Small's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Touchstone Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8726 | |||
| Information Ratio | 0.0607 | |||
| Maximum Drawdown | 5.02 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.97 |
Touchstone Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Touchstone Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Touchstone Small's standard deviation. In reality, there are many statistical measures that can use Touchstone Small historical prices to predict the future Touchstone Small's volatility.| Risk Adjusted Performance | 0.0876 | |||
| Jensen Alpha | 0.0923 | |||
| Total Risk Alpha | 0.0508 | |||
| Sortino Ratio | 0.0684 | |||
| Treynor Ratio | 0.8675 |
Touchstone Small February 19, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0876 | |||
| Market Risk Adjusted Performance | 0.8775 | |||
| Mean Deviation | 0.7497 | |||
| Semi Deviation | 0.7634 | |||
| Downside Deviation | 0.8726 | |||
| Coefficient Of Variation | 924.58 | |||
| Standard Deviation | 0.9835 | |||
| Variance | 0.9674 | |||
| Information Ratio | 0.0607 | |||
| Jensen Alpha | 0.0923 | |||
| Total Risk Alpha | 0.0508 | |||
| Sortino Ratio | 0.0684 | |||
| Treynor Ratio | 0.8675 | |||
| Maximum Drawdown | 5.02 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.97 | |||
| Downside Variance | 0.7615 | |||
| Semi Variance | 0.5828 | |||
| Expected Short fall | (0.85) | |||
| Skewness | 0.4195 | |||
| Kurtosis | 0.5992 |
Touchstone Small Cap Backtested Returns
At this stage we consider Touchstone Mutual Fund to be very steady. Touchstone Small Cap owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.14, which indicates the fund had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Touchstone Small Cap, which you can use to evaluate the volatility of the fund. Please validate Touchstone Small's Semi Deviation of 0.7634, coefficient of variation of 924.58, and Risk Adjusted Performance of 0.0876 to confirm if the risk estimate we provide is consistent with the expected return of 0.13%. The entity has a beta of 0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Touchstone Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Touchstone Small is expected to be smaller as well.
Auto-correlation | 0.43 |
Average predictability
Touchstone Small Cap has average predictability. Overlapping area represents the amount of predictability between Touchstone Small time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Touchstone Small Cap price movement. The serial correlation of 0.43 indicates that just about 43.0% of current Touchstone Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.43 | |
| Spearman Rank Test | 0.13 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Touchstone Small Cap has a Price To Earning of 19.39 times. This is much higher than that of the Touchstone family and significantly higher than that of the Small Blend category. The price to earning for all United States funds is notably lower than that of the firm.
Touchstone Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Touchstone Small's current stock value. Our valuation model uses many indicators to compare Touchstone Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Touchstone Small competition to find correlations between indicators driving Touchstone Small's intrinsic value. More Info.Touchstone Small Cap is rated below average in price to earning among similar funds. It also is rated below average in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Touchstone Small Cap is roughly 8.43 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Touchstone Small's earnings, one of the primary drivers of an investment's value.Touchstone Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Touchstone Small's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Touchstone Small could also be used in its relative valuation, which is a method of valuing Touchstone Small by comparing valuation metrics of similar companies.Touchstone Small is currently under evaluation in price to earning among similar funds.
Touchstone Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Touchstone Small's current stock value. Our valuation model uses many indicators to compare Touchstone Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Touchstone Small competition to find correlations between indicators driving Touchstone Small's intrinsic value. More Info.Touchstone Small Cap is rated below average in price to earning among similar funds. It also is rated below average in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Touchstone Small Cap is roughly 8.43 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Touchstone Small's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Touchstone Small
The fund consists of 94.94% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Touchstone Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Touchstone Fundamentals
| Price To Earning | 19.39 X | ||||
| Price To Book | 2.30 X | ||||
| Price To Sales | 0.72 X | ||||
| Total Asset | 30.74 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 2.81 % | ||||
| One Year Return | (0.47) % | ||||
| Three Year Return | 6.69 % | ||||
| Five Year Return | 6.56 % | ||||
| Ten Year Return | 7.80 % | ||||
| Net Asset | 263.9 M | ||||
| Cash Position Weight | 5.06 % | ||||
| Equity Positions Weight | 94.94 % |
About Touchstone Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Touchstone Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Touchstone Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Touchstone Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. A small capitalization company has a market capitalization within the range of market capitalization represented in the Russell 2000 Index, the SP SmallCap 600 Index, or the Dow Jones U.S. Small Cap Total Stock Market Index at the time of purchase. The size of the companies in these indices will change with market conditions. The fund will hold securities of approximately 30 to 40 companies. It is non-diversified.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Touchstone Mutual Fund
Touchstone Small financial ratios help investors to determine whether Touchstone Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Touchstone with respect to the benefits of owning Touchstone Small security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |