SBACX
Touchstone Balanced-C
$25.40
-0.33 (-1.28%)
Currency in USD / Last Updated: 4/25/2024
Category | Balanced |
---|---|
Market Cap | 879.787M |
52 Week High | 26.371 |
52 Week Low | 22.48 |
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Key Data
Symbol | SBACX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 25.4 |
Price Yesterday | 25.73 |
Market Cap | 879.79 |
YTD Return | 0.94% |
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 | 26.37 |
---|---|
52 Week Low | 22.48 |
Market Cap | 879.79M |
Shares Outstanding | 34.64M |
Income Dividend Yield | 0.58% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.58% |
Returns Annualized
One Day | -96.15% |
---|---|
Five Days | -21.16% |
One Months | -31.17% |
Three Months | -1.44% |
Six Months | 26.37% |
Nine Months | 5.61% |
One Year | 11.06% |
Three Years | 1.50% |
Five Years | 7.51% |
Ten Years | 7.10% |
YTD | 3.00% |
Since Inception | 5.90% |
Returns Total
One Day | -1.28% |
---|---|
Five Days | -0.47% |
One Month | -3.20% |
Three Months | -0.36% |
Six Months | 12.29% |
Nine Months | 4.20% |
One Year | 11.05% |
Three Years | 4.55% |
Five Years | 43.53% |
Ten Years | 98.25% |
YTD | 0.94% |
Since Inception | 293.01% |
Yearly Returns
2024 | 0.94% |
---|---|
2023 | 17.28% |
2022 | -16.77% |
2021 | 13.09% |
2020 | 17.82% |
2019 | 22.04% |
2018 | -3.47% |
2017 | 14.79% |
2016 | 6.76% |
2015 | -1.03% |
Risk against SP-DA
Alpha | -7.89% |
---|---|
Beta | 0.66 |
Correlation | 96.30% |
Downside Deviation | 2.54% |
Coefficient of determination | 92.74% |
Standard Deviation | 2.33% |
Sharpe Ratio | -1.85 |
Sortino | -5.87 |
Treynor | 8.61 |
Ulcer Index | 2.58 |
Ulcer Performance Index | -5.78 |