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Nasdaq - Delayed Quote USD
Touchstone Balanced C (SBACX)
25.97
-0.93
(-3.46%)
At close: April 4 at 8:02:11 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.04% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -3.66% |
| 5y Average Return | 10.13% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SBACX | Category Average | SBACX | Category Average | SBACX | Category Average | |
| Alpha | 0.44 | -0.01 | 1.17 | -0.01 | 1.22 | -0 |
| BETA | 0.99 | 0.01 | 1.03 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.42 | 0.01 | 0.87 | 0.01 | 0.64 | 0.01 |
| R-squared | 92.17 | 0.93 | 92.32 | 0.92 | 91.86 | 0.92 |
| Standard Deviation | 12.92 | 0.13 | 12.37 | 0.1 | 10.63 | 0.09 |
| Sharpe Ratio | 0.04 | 0.01 | 0.62 | 0.01 | 0.54 | 0.01 |
| Treynor Ratio | -0.34 | 0.09 | 7.18 | 0.09 | 5.35 | 0.07 |
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