SIBLX
Touchstone Balanced-Y
$26.81
-0.05 (-0.19%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 929.157M |
| 52 Week High | 26.89 |
| 52 Week Low | 22.054 |
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Key Data
| Symbol | SIBLX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 26.81 |
| Price Yesterday | 26.86 |
| Market Cap | 929.16 |
| YTD Return | 8.48% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.008 |
Overview
| 52 Week High | 26.89 |
|---|---|
| 52 Week Low | 22.05 |
| Market Cap | 929.16M |
| Shares Outstanding | 34.66M |
| Income Dividend Yield | 1.51% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.51% |
Returns Annualized
| One Day | -37.50% |
|---|---|
| Five Days | 94.05% |
| One Months | 40.42% |
| Three Months | 15.85% |
| Six Months | 19.08% |
| Nine Months | 24.46% |
| One Year | 15.17% |
| Three Years | 3.73% |
| Five Years | 9.49% |
| Ten Years | 8.47% |
| YTD | 17.11% |
| Since Inception | 7.65% |
Returns Total
| One Day | -0.19% |
|---|---|
| Five Days | 1.32% |
| One Month | 2.73% |
| Three Months | 3.68% |
| Six Months | 8.96% |
| Nine Months | 17.61% |
| One Year | 15.15% |
| Three Years | 11.55% |
| Five Years | 57.18% |
| Ten Years | 125.03% |
| YTD | 8.48% |
| Since Inception | 245.67% |
Yearly Returns
| 2024 | 8.48% |
|---|---|
| 2023 | 18.42% |
| 2022 | -15.96% |
| 2021 | 14.16% |
| 2020 | 18.96% |
| 2019 | 23.26% |
| 2018 | -2.53% |
| 2017 | 15.99% |
| 2016 | 7.73% |
| 2015 | 0.01% |
Risk against SP-DA
| Alpha | -6.18% |
|---|---|
| Beta | 0.68 |
| Correlation | 95.54% |
| Downside Deviation | 2.48% |
| Coefficient of determination | 91.28% |
| Standard Deviation | 2.31% |
| Sharpe Ratio | -1.7 |
| Sortino | -5.46 |
| Treynor | 14.3 |
| Ulcer Index | 2.52 |
| Ulcer Performance Index | -5.38 |