SEBLX - Touchstone Balanced Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.78%
5-Year Average Return7.99%
Number of Years Up62
Number of Years Down22
Best 1 Yr Total Return (May 30, 2023)23.00%
Worst 1 Yr Total Return (May 30, 2023)N/A
Best 3-Yr Total Return23.00%
Worst 3-Yr Total Return1.33%

Trailing Returns (%) Vs. Benchmarks

ReturnSEBLXCategory
YTD8.78%9.69%
1-Month-0.13%0.91%
3-Month5.78%5.21%
1-Year3.59%27.06%
3-Year7.19%11.00%
5-Year7.99%10.26%
10-Year7.87%8.34%
Last Bull Market25.15%15.58%
Last Bear Market-12.99%-12.16%

Annual Total Return (%) History

Year
SEBLXCategory
2023
N/AN/A
2022
-16.16%N/A
2021
13.96%N/A
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
20236.64%N/AN/AN/A
2022-4.64%-12.99%-4.97%6.32%
20213.46%5.44%0.19%4.26%
2020-11.09%14.80%7.02%8.71%
20199.36%4.28%1.99%5.75%
2018-0.85%1.56%4.74%-7.80%
20174.46%2.56%3.06%4.76%
20161.37%1.97%2.47%1.57%
20150.99%-0.61%-4.30%3.82%
20140.97%3.10%0.43%2.25%
20137.29%0.84%3.64%6.24%
20128.67%-2.38%4.94%0.23%
20114.78%0.98%-10.04%8.83%
20104.61%-7.13%8.13%7.31%
2009-5.56%11.94%10.30%4.02%
2008-4.85%-0.76%-6.46%-13.84%
20070.98%4.56%3.94%-1.62%
20062.99%-0.77%4.64%4.54%
2005-0.14%1.03%2.25%2.15%
20040.85%1.39%0.51%4.78%
2003-4.08%12.33%3.66%9.27%
20021.80%-7.27%-9.44%5.65%
2001-3.05%1.56%-6.19%5.11%
20001.91%0.01%3.59%2.89%
19990.48%3.08%-6.03%3.21%
19986.63%1.37%-5.81%9.90%
19971.41%9.64%5.00%3.26%
19963.22%1.70%1.44%5.31%
19956.61%6.41%5.20%4.92%
1994-3.70%-0.41%1.54%-0.96%
19934.82%1.07%3.33%0.15%
1992-2.41%3.52%4.11%0.96%
19917.65%1.38%5.78%6.79%
1990-1.66%3.60%-6.45%6.91%
19893.90%6.85%4.68%2.68%
19883.56%3.26%1.98%0.74%
198710.58%1.11%1.64%-11.45%
198613.52%3.17%-3.40%5.26%
19857.88%8.52%-4.04%13.97%
1984-0.86%-1.51%11.20%5.71%
19835.80%3.59%1.76%2.75%
19821.43%2.37%14.71%12.82%
19811.98%1.90%-6.07%8.12%
1980-8.33%17.79%-0.02%2.98%
19796.36%3.08%5.11%-1.02%
1978-1.65%2.42%4.27%-6.36%
1977-1.98%5.80%-1.96%-0.26%
19766.70%2.47%6.20%6.65%
19759.50%7.10%-4.32%8.68%
19740.61%-6.35%-9.21%3.93%
1973-4.34%-2.48%3.63%-2.95%
19722.18%-0.22%0.23%0.59%
19716.96%-0.69%1.28%3.45%
19702.79%-9.79%6.63%7.99%
1969-2.71%-3.44%-2.48%-7.07%
1968-2.18%9.97%5.29%4.24%
19678.14%0.92%4.12%-8.31%
1966-0.76%-4.99%-7.64%-0.88%
19653.67%-3.06%5.25%2.92%
19646.08%2.67%4.24%-0.35%
19636.33%4.29%1.36%2.54%
1962-1.10%-13.19%-1.88%5.98%
196111.17%0.00%3.34%4.49%
1960-1.73%2.57%-2.66%5.74%
19593.22%-0.38%-3.98%1.26%
19589.92%7.39%5.22%8.89%
19571.29%-1.16%-3.98%-0.21%
19564.08%-2.59%-2.72%2.34%
19553.09%5.30%-0.30%4.97%
19545.79%4.76%4.62%12.38%
1953-1.38%-2.69%-0.69%1.60%
19520.89%1.01%-0.64%1.79%
19511.50%-1.41%4.66%-1.73%
19502.92%-0.74%6.98%5.87%
19490.17%-4.25%5.58%5.43%
19480.54%7.66%-6.76%-3.15%
1947-1.17%-2.97%0.55%1.76%
19461.56%2.28%-16.69%3.72%
19453.50%9.80%4.66%6.92%
19445.13%3.03%0.00%6.87%
194331.20%7.61%-1.41%-1.73%
19426.88%-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)

YTD3
1-Month2
3-Month3
1-Year6
3-Year27
5-Year5

Load Adjusted Returns

1-Year-2.19%
3-Year6.60%
5-Year7.25%
10-Year7.44%