Nasdaq - Delayed Quote USD

Touchstone Balanced A (SEBLX)

25.38 -0.32 (-1.25%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.25%
5y Average Return 8.33%
Number of Years Up 63
Number of Years Down 22
Best 1Y Total Return (Apr 25, 2024) 23.00%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 23.00%
Worst 3Y Total Return 4.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SEBLX
Category
YTD
5.00%
9.69%
1-Month
1.88%
0.91%
3-Month
5.00%
5.21%
1-Year
16.36%
27.06%
3-Year
4.64%
11.00%
5-Year
9.63%
10.26%
10-Year
8.26%
8.34%
Last Bull Market
25.15%
15.58%
Last Bear Market
-12.99%
-12.16%

Annual Total Return (%) History

Year
SEBLX
Category
2024
--
--
2023
18.16%
--
2022
-16.16%
--
2021
13.96%
--
2020
18.75%
11.72%
2019
23.00%
19.23%
2018
-2.76%
-5.76%
2017
15.68%
13.21%

2016
7.58%
7.34%
2015
-0.28%
-1.93%
2014
6.91%
6.21%
2013
19.14%
16.48%
2012
11.59%
11.72%
2011
3.59%
-0.11%
2010
12.73%
11.83%
2009
21.28%
24.13%
2008
-23.90%
-28.00%
2007
7.97%
5.99%
2006
11.79%
11.29%
2005
5.37%
5.13%
2004
7.68%
8.86%
2003
22.05%
20.35%
2002
-9.69%
-12.02%
2001
-2.91%
-5.05%
2000
8.64%
1.82%
1999
0.46%
10.71%
1998
11.89%
13.52%
1997
20.55%
19.63%
1996
12.14%
13.70%
1995
25.21%
25.63%
1994
-3.56%
-2.52%
1993
9.63%
11.37%
1992
6.19%
7.73%
1991
23.29%
24.89%
1990
1.91%
-1.10%
1989
19.35%
19.04%
1988
9.86%
12.38%
1987
0.63%
2.33%
1986
19.07%
16.43%
1985
28.04%
27.31%
1984
14.79%
8.22%
1983
14.59%
17.96%
1982
34.38%
29.46%
1981
5.54%
4.32%
1980
11.18%
19.48%
1979
14.07%
15.00%
1978
-1.65%
4.67%
1977
1.42%
0.43%
1976
23.83%
27.96%
1975
21.95%
29.04%
1974
-11.10%
-16.55%
1973
-6.17%
-14.06%
1972
2.80%
8.41%
1971
11.28%
13.97%
1970
6.77%
2.83%
1969
-14.87%
-13.18%
1968
18.07%
14.58%
1967
4.19%
18.14%
1966
-13.68%
-7.48%
1965
8.87%
12.18%
1964
13.14%
11.92%
1963
15.25%
13.59%
1962
-10.72%
-7.04%
1961
20.05%
20.08%
1960
3.74%
2.92%
1959
-0.03%
6.96%
1958
35.25%
34.00%
1957
-4.06%
-7.52%
1956
0.95%
3.50%
1955
13.61%
14.17%
1954
30.31%
34.02%
1953
-3.17%
-0.79%
1952
3.08%
9.24%
1951
2.92%
11.13%
1950
15.72%
15.89%
1949
6.77%
14.44%
1948
-2.25%
0.23%
1947
-1.89%
-2.48%
1946
-10.24%
-5.09%
1945
27.16%
27.63%
1944
15.77%
21.77%
1943
36.77%
28.08%
1942
17.39%
12.20%
1941
-8.55%
-6.93%
1940
-4.68%
-4.62%
1939
-3.11%
-1.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.00% -- -- --
2023 6.64% 5.62% -3.60% 8.84%
2022 -4.64% -12.99% -4.97% 6.32%
2021 3.46% 5.44% 0.19% 4.26%
2020 -11.09% 14.80% 7.02% 8.71%
2019 9.36% 4.28% 1.99% 5.75%
2018 -0.85% 1.56% 4.74% -7.80%
2017 4.46% 2.56% 3.06% 4.76%
2016 1.37% 1.97% 2.47% 1.57%
2015 0.99% -0.61% -4.30% 3.82%

2014 0.97% 3.10% 0.43% 2.25%
2013 7.29% 0.84% 3.64% 6.24%
2012 8.67% -2.38% 4.94% 0.23%
2011 4.78% 0.98% -10.04% 8.83%
2010 4.61% -7.13% 8.13% 7.31%
2009 -5.56% 11.94% 10.30% 4.02%
2008 -4.85% -0.76% -6.46% -13.84%
2007 0.98% 4.56% 3.94% -1.62%
2006 2.99% -0.77% 4.64% 4.54%
2005 -0.14% 1.03% 2.25% 2.15%
2004 0.85% 1.39% 0.51% 4.78%
2003 -4.08% 12.33% 3.66% 9.27%
2002 1.80% -7.27% -9.44% 5.65%
2001 -3.05% 1.56% -6.19% 5.11%
2000 1.91% 0.01% 3.59% 2.89%
1999 0.48% 3.08% -6.03% 3.21%
1998 6.63% 1.37% -5.81% 9.90%
1997 1.41% 9.64% 5.00% 3.26%
1996 3.22% 1.70% 1.44% 5.31%
1995 6.61% 6.41% 5.20% 4.92%
1994 -3.70% -0.41% 1.54% -0.96%
1993 4.82% 1.07% 3.33% 0.15%
1992 -2.41% 3.52% 4.11% 0.96%
1991 7.65% 1.38% 5.78% 6.79%
1990 -1.66% 3.60% -6.45% 6.91%
1989 3.90% 6.85% 4.68% 2.68%
1988 3.56% 3.26% 1.98% 0.74%
1987 10.58% 1.11% 1.64% -11.45%
1986 13.52% 3.17% -3.40% 5.26%
1985 7.88% 8.52% -4.04% 13.97%
1984 -0.86% -1.51% 11.20% 5.71%
1983 5.80% 3.59% 1.76% 2.75%
1982 1.43% 2.37% 14.71% 12.82%
1981 1.98% 1.90% -6.07% 8.12%
1980 -8.33% 17.79% -0.02% 2.98%
1979 6.36% 3.08% 5.11% -1.02%
1978 -1.65% 2.42% 4.27% -6.36%
1977 -1.98% 5.80% -1.96% -0.26%
1976 6.70% 2.47% 6.20% 6.65%
1975 9.50% 7.10% -4.32% 8.68%
1974 0.61% -6.35% -9.21% 3.93%
1973 -4.34% -2.48% 3.63% -2.95%
1972 2.18% -0.22% 0.23% 0.59%
1971 6.96% -0.69% 1.28% 3.45%
1970 2.79% -9.79% 6.63% 7.99%
1969 -2.71% -3.44% -2.48% -7.07%
1968 -2.18% 9.97% 5.29% 4.24%
1967 8.14% 0.92% 4.12% -8.31%
1966 -0.76% -4.99% -7.64% -0.88%
1965 3.67% -3.06% 5.25% 2.92%
1964 6.08% 2.67% 4.24% -0.35%
1963 6.33% 4.29% 1.36% 2.54%
1962 -1.10% -13.19% -1.88% 5.98%
1961 11.17% 0.00% 3.34% 4.49%
1960 -1.73% 2.57% -2.66% 5.74%
1959 3.22% -0.38% -3.98% 1.26%
1958 9.92% 7.39% 5.22% 8.89%
1957 1.29% -1.16% -3.98% -0.21%
1956 4.08% -2.59% -2.72% 2.34%
1955 3.09% 5.30% -0.30% 4.97%
1954 5.79% 4.76% 4.62% 12.38%
1953 -1.38% -2.69% -0.69% 1.60%
1952 0.89% 1.01% -0.64% 1.79%
1951 1.50% -1.41% 4.66% -1.73%
1950 2.92% -0.74% 6.98% 5.87%
1949 0.17% -4.25% 5.58% 5.43%
1948 0.54% 7.66% -6.76% -3.15%
1947 -1.17% -2.97% 0.55% 1.76%
1946 1.56% 2.28% -16.69% 3.72%
1945 3.50% 9.80% 4.66% 6.92%
1944 5.13% 3.03% 0.00% 6.87%
1943 31.20% 7.61% -1.41% -1.73%
1942 6.88% -6.33% 11.58% 5.08%
1941 -3.78% -0.57% 2.58% -6.82%
1940 -1.05% -11.79% 8.04% 1.08%
1939 -10.19% -0.44% 6.42% 1.82%

Rank in Category (By Total Return)

YTD 59
1-Month 89
3-Month 59
1-Year 35
3-Year 37
5-Year 11

Load Adjusted Returns

1-Year 10.54%
3-Year 2.87%
5-Year 8.51%
10-Year 7.71%

Performance & Risk

YTD Return 1.25%
5y Average Return 8.33%
Rank in Category (ytd) 59
% 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 5.00%
Yield 1.28%
Morningstar Rating
Inception Date Oct 28, 2021

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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