Nasdaq - Delayed Quote USD

Touchstone Balanced C (SBACX)

25.52 -0.07 (-0.27%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.42%
5y Average Return 7.77%
Number of Years Up 18
Number of Years Down 7
Best 1Y Total Return (Apr 18, 2024) 22.04%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 22.04%
Worst 3Y Total Return 3.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SBACX
Category
YTD
4.76%
9.69%
1-Month
1.81%
0.91%
3-Month
4.76%
5.21%
1-Year
15.44%
27.06%
3-Year
3.84%
11.00%
5-Year
8.80%
10.26%
10-Year
7.44%
8.34%
Last Bull Market
24.34%
15.58%
Last Bear Market
-13.16%
-12.16%

Annual Total Return (%) History

Year
SBACX
Category
2024
--
--
2023
17.28%
--
2022
-16.77%
--
2021
13.09%
--
2020
17.82%
11.72%
2019
22.04%
19.23%
2018
-3.47%
-5.76%
2017
14.80%
13.21%

2016
6.76%
7.34%
2015
-1.03%
-1.93%
2014
6.06%
6.21%
2013
18.18%
16.48%
2012
10.69%
11.72%
2011
2.71%
-0.11%
2010
11.88%
11.83%
2009
20.05%
24.13%
2008
-24.61%
-28.00%
2007
6.92%
5.99%
2006
10.68%
11.29%
2005
4.38%
5.13%
2004
6.71%
8.86%
2003
20.81%
20.35%
2002
-10.57%
-12.02%
2001
-3.70%
-5.05%
2000
7.28%
1.82%
1999
-0.69%
10.71%
1998
--
13.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.76% -- -- --
2023 6.43% 5.41% -3.79% 8.66%
2022 -4.80% -13.16% -5.16% 6.16%
2021 3.27% 5.22% 0.00% 4.07%
2020 -11.31% 14.63% 6.84% 8.48%
2019 9.10% 4.11% 1.80% 5.55%
2018 -1.00% 1.30% 4.56% -7.95%
2017 4.26% 2.35% 2.90% 4.54%
2016 1.17% 1.78% 2.27% 1.37%
2015 0.84% -0.85% -4.47% 3.61%

2014 0.77% 2.89% 0.24% 2.04%
2013 7.04% 0.63% 3.49% 6.01%
2012 8.44% -2.64% 4.78% 0.06%
2011 4.49% 0.77% -10.21% 8.65%
2010 4.42% -7.34% 7.86% 7.21%
2009 -5.85% 11.60% 10.09% 3.78%
2008 -5.01% -1.02% -6.75% -14.02%
2007 0.79% 4.23% 3.70% -1.86%
2006 2.69% -1.00% 4.34% 4.34%
2005 -0.32% 0.67% 2.06% 1.91%
2004 0.62% 1.17% 0.22% 4.60%
2003 -4.26% 12.07% 3.21% 9.09%
2002 1.59% -7.47% -9.71% 5.36%
2001 -3.22% 1.29% -6.40% 4.96%
2000 1.61% -0.34% 3.14% 2.71%
1999 0.19% 2.77% -6.33% 2.96%
1998 -5.99% 9.56% -- --

Rank in Category (By Total Return)

YTD 65
1-Month 92
3-Month 65
1-Year 47
3-Year 53
5-Year 23

Load Adjusted Returns

1-Year 14.44%
3-Year 3.84%
5-Year 8.80%
10-Year 7.44%

Performance & Risk

YTD Return 1.42%
5y Average Return 7.77%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Touchstone
Net Assets 909.61M
YTD Return 4.76%
Yield 0.56%
Morningstar Rating
Inception Date Aug 27, 2007

Fund Summary

The fund seeks to achieve its investment goal by investing primarily in a diversified portfolio of fixed-income and equity securities. The advisor expects to allocate 60% of its assets in Equity, and allocate 40% of its assets in Fixed-Income. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. The fund will invest primarily in bonds, including mortgage-related securities, asset-backed securities, government securities (both U.S. government securities and foreign sovereign debt), and corporate debt securities.

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