Canada markets closed

Touchstone Balanced C (SBACX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
25.62+0.20 (+0.79%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.82%
5-Year Average Return7.74%
Number of Years Up18
Number of Years Down7
Best 1 Yr Total Return (May 1, 2024)22.04%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return22.04%
Worst 3-Yr Total Return3.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSBACXCategory
YTD4.76%9.69%
1-Month1.81%0.91%
3-Month4.76%5.21%
1-Year15.44%27.06%
3-Year3.84%11.00%
5-Year8.80%10.26%
10-Year7.44%8.34%
Last Bull Market24.34%15.58%
Last Bear Market-13.16%-12.16%

Annual Total Return (%) History

Year
SBACXCategory
2024
N/AN/A
2023
17.28%N/A
2022
-16.77%N/A
2021
13.09%N/A
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
N/A13.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.76%N/AN/AN/A
20236.43%5.41%-3.79%8.66%
2022-4.80%-13.16%-5.16%6.16%
20213.27%5.22%0.00%4.07%
2020-11.31%14.63%6.84%8.48%
20199.10%4.11%1.80%5.55%
2018-1.00%1.30%4.56%-7.95%
20174.26%2.35%2.90%4.54%
20161.17%1.78%2.27%1.37%
20150.84%-0.85%-4.47%3.61%
20140.77%2.89%0.24%2.04%
20137.04%0.63%3.49%6.01%
20128.44%-2.64%4.78%0.06%
20114.49%0.77%-10.21%8.65%
20104.42%-7.34%7.86%7.21%
2009-5.85%11.60%10.09%3.78%
2008-5.01%-1.02%-6.75%-14.02%
20070.79%4.23%3.70%-1.86%
20062.69%-1.00%4.34%4.34%
2005-0.32%0.67%2.06%1.91%
20040.62%1.17%0.22%4.60%
2003-4.26%12.07%3.21%9.09%
20021.59%-7.47%-9.71%5.36%
2001-3.22%1.29%-6.40%4.96%
20001.61%-0.34%3.14%2.71%
19990.19%2.77%-6.33%2.96%
1998-5.99%9.56%N/AN/A

Rank In Category (By Total Return)

YTD65
1-Month92
3-Month65
1-Year47
3-Year53
5-Year23

Load Adjusted Returns

1-Year14.44%
3-Year3.84%
5-Year8.80%
10-Year7.44%