SBACX
Touchstone Balanced-C
$27.11
-0.05 (-0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 928.729M |
| 52 Week High | 27.19 |
| 52 Week Low | 22.447 |
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Key Data
| Symbol | SBACX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 27.11 |
| Price Yesterday | 27.16 |
| Market Cap | 928.73 |
| YTD Return | 7.90% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0179 |
Overview
| 52 Week High | 27.19 |
|---|---|
| 52 Week Low | 22.45 |
| Market Cap | 928.73M |
| Shares Outstanding | 34.26M |
| Income Dividend Yield | 0.57% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.57% |
Returns Annualized
| One Day | -37.17% |
|---|---|
| Five Days | 92.62% |
| One Months | 38.96% |
| Three Months | 14.51% |
| Six Months | 17.85% |
| Nine Months | 23.21% |
| One Year | 14.04% |
| Three Years | 2.72% |
| Five Years | 8.43% |
| Ten Years | 7.42% |
| YTD | 15.89% |
| Since Inception | 6.14% |
Returns Total
| One Day | -0.18% |
|---|---|
| Five Days | 1.31% |
| One Month | 2.64% |
| Three Months | 3.39% |
| Six Months | 8.41% |
| Nine Months | 16.73% |
| One Year | 14.03% |
| Three Years | 8.34% |
| Five Years | 49.71% |
| Ten Years | 104.13% |
| YTD | 7.90% |
| Since Inception | 320.11% |
Yearly Returns
| 2024 | 7.90% |
|---|---|
| 2023 | 17.28% |
| 2022 | -16.77% |
| 2021 | 13.09% |
| 2020 | 17.82% |
| 2019 | 22.04% |
| 2018 | -3.46% |
| 2017 | 14.79% |
| 2016 | 6.76% |
| 2015 | -1.04% |
Risk against SP-DA
| Alpha | -7.22% |
|---|---|
| Beta | 0.68 |
| Correlation | 95.02% |
| Downside Deviation | 2.53% |
| Coefficient of determination | 90.30% |
| Standard Deviation | 2.30% |
| Sharpe Ratio | -1.84 |
| Sortino | -5.8 |
| Treynor | 12.73 |
| Ulcer Index | 2.62 |
| Ulcer Performance Index | -5.6 |