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Touchstone Balanced Y (SIBLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.74+0.16 (+0.63%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.10%
5-Year Average Return8.83%
Number of Years Up13
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)23.25%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return23.25%
Worst 3-Yr Total Return4.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSIBLXCategory
YTD0.92%9.69%
1-Month-3.95%0.91%
3-Month-0.24%5.21%
1-Year9.68%27.06%
3-Year2.25%11.00%
5-Year8.35%10.26%
10-Year8.04%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)

YTD79
1-Month91
3-Month95
1-Year55
3-Year40
5-Year11

Load Adjusted Returns

1-Year9.68%
3-Year2.25%
5-Year8.35%
10-Year8.04%