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Touchstone Active Bond Institutional (TOBIX)

9.37
-0.03
(-0.32%)
At close: 8:02:47 PM EDT

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in bonds. Bonds include mortgage-related securities, asset-backed securities, government securities, and corporate debt securities. The fund may also invest up to 20% of its total assets in foreign-issued debt securities denominated in either the U.S. dollar or a foreign currency.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 10.59%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 5

Performance & Risk

YTD Return 3.02%
5y Average Return 0.93%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
TOBIXCategory AverageTOBIXCategory AverageTOBIXCategory Average
Alpha 0.57 0 2.15 0.01 0.65 0.01
BETA 1.03 0.01 1.06 0.01 1.03 0.01
Mean Annual Return 0.11 0 0.15 0 0.18 0
R-squared 98.13 0.62 94.5 0.65 85.42 0.64
Standard Deviation 7.96 0.05 6.94 0.04 5.59 0.04
Sharpe Ratio -0.41 0.01 -0.14 0.01 0.05 0.01
Treynor Ratio -3.55 0.05 -1.18 0.03 0.1 0.04

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