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Touchstone Balanced Y (SIBLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.47-0.13 (-0.49%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.10%
5-year average return9.35%
Number of years up13
Number of years down3
Best 1-yr total return (27 Jun 2024)23.25%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return23.25%
Worst 3-yr total return4.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSIBLXCategory
YTD4.27%9.69%
1-month3.31%0.91%
3-month1.14%5.21%
1-year13.41%27.06%
3-year3.14%11.00%
5-year9.85%10.26%
10-year8.22%8.34%
Last bull market16.39%15.58%
Last bear market-12.94%-12.16%

Annual total return (%) history

Year
SIBLXCategory
2024
N/AN/A
2023
18.43%N/A
2022
-15.96%N/A
2021
14.16%N/A
2020
18.96%11.72%
2019
23.25%19.23%
2018
-2.52%-5.76%
2017
15.99%13.21%
2016
7.73%7.34%
2015
0.00%-1.93%
2014
7.17%6.21%
2013
19.44%16.48%
2012
11.62%11.72%
2011
3.54%-0.11%
2010
12.92%11.83%
2009
20.72%24.13%
2008
-23.89%-28.00%
2007
N/A5.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.07%N/AN/AN/A
20236.72%5.64%-3.53%8.89%
2022-4.59%-12.94%-4.91%6.40%
20213.50%5.46%0.22%4.35%
2020-11.08%14.88%7.09%8.75%
20199.37%4.32%2.06%5.84%
2018-0.76%1.57%4.78%-7.71%
20174.56%2.64%3.10%4.81%
20161.39%2.05%2.44%1.64%
20151.06%-0.55%-4.25%3.92%
20141.09%3.18%0.46%2.27%
20137.32%0.95%3.73%6.28%
20128.66%-2.39%4.97%0.25%
20114.75%1.00%-10.06%8.81%
20104.60%-7.14%8.23%7.41%
2009-5.62%11.56%10.15%4.09%
2008-4.80%-0.77%-6.49%-13.84%
2007-1.45%N/AN/AN/A

Rank in category (by total return)

YTD69
1-month42
3-month92
1-year73
3-year38
5-year12

Load adjusted returns

1-year13.41%
3-year3.14%
5-year9.85%
10-year8.22%