- ISIN
- US89154Q3231
- CUSIP
- 89154Q323
- Issuer
- Touchstone
- Inception Date
- Nov 15, 1938
- Category
- Diversified Portfolio
- Min. Investment
- $2,500
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
SEBLX Performance Chart
Touchstone Balanced Fund (SEBLX) is up 3.0% since the beginning of the year. SEBLX is currently trading at $31 per share. Investors who bought $1,000 worth of SEBLX shares 5 years ago would now be looking at an investment worth $1,349.
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Returns By Period
Touchstone Balanced Fund (SEBLX) has returned 3.00% so far this year and 10.12% over the past 12 months. Over the last ten years, SEBLX has returned 10.96% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Touchstone Balanced Fund
- 1D
- 0.03%
- 1M
- 0.19%
- 6M
- 2.09%
- YTD
- 3.00%
- 1Y
- 10.12%
- 3Y*
- 10.87%
- 5Y*
- 6.17%
- 10Y*
- 10.96%
- ALL TIME*
- 8.45%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
SEBLX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1990, SEBLX's average daily return is +0.03%, while the average monthly return is +0.72%. At this rate, an investment would double in approximately 8.1 years.
Historically, 66% of months were positive and 34% were negative. The best month was Dec 2019 with a return of +15.2%, while the worst month was Oct 2008 at -10.8%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SEBLX closed higher 52% of trading days. The best single day was Dec 11, 2019 with a return of +13.4%, while the worst single day was Mar 16, 2020 at -6.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.89% | -1.15% | -4.50% | 6.53% | 2.23% | -1.51% | 0.82% | 3.00% | |||||
| 2025 | 2.72% | -0.24% | -3.60% | -1.27% | 3.65% | 4.65% | 1.60% | 1.44% | 2.15% | 1.10% | 0.23% | 0.66% | 13.59% |
| 2024 | 1.15% | 1.89% | 1.88% | -3.95% | 3.32% | 2.64% | 2.06% | 1.80% | 1.81% | -1.31% | 3.20% | -1.85% | 13.08% |
| 2023 | 5.84% | -2.85% | 3.71% | 2.14% | -0.13% | 3.54% | 1.86% | -1.42% | -4.00% | -1.72% | 7.20% | 3.31% | 18.17% |
| 2022 | -2.89% | -2.70% | 0.92% | -6.99% | -0.74% | -5.75% | 6.19% | -3.51% | -7.25% | 4.72% | 5.30% | -3.57% | -16.16% |
| 2021 | -1.11% | 2.29% | 2.28% | 3.63% | 0.64% | 1.10% | 1.53% | 2.01% | -3.26% | 3.37% | -1.82% | 2.73% | 13.95% |
Benchmark Metrics
Touchstone Balanced Fund has an annualized alpha of 3.09%, beta of 0.57, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since January 02, 1990.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (65.26%) than losses (60.30%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 3.09% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 0.57 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 3.09%
- Beta
- 0.57
- R²
- 0.86
- Upside Capture
- 65.26%
- Downside Capture
- 60.30%
Expense Ratio
SEBLX has a high expense ratio of 0.99%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
SEBLX ranks 27 for risk / return — above 27% of mutual funds peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Touchstone Balanced Fund (SEBLX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SEBLX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.39 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.25 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | 2.00 | -0.89 |
| Martin ratioReturn relative to average drawdown | 4.51 | 8.49 | -3.98 |
Dividends
Dividend History
Touchstone Balanced Fund provided a 4.91% dividend yield over the last twelve months, with an annual payout of $1.52 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.52 | $1.52 | $0.51 | $0.32 | $0.21 | $0.71 | $1.81 | $5.13 | $1.38 | $1.29 | $0.39 | $1.11 |
Dividend yield | 4.91% | 5.03% | 1.83% | 1.26% | 0.99% | 2.74% | 7.72% | 24.06% | 7.04% | 6.00% | 1.98% | 5.91% |
Monthly Dividends
The table displays the monthly dividend distributions for Touchstone Balanced Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.20 | |||||
| 2025 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $1.21 | $1.52 |
| 2024 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.23 | $0.51 |
| 2023 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.32 |
| 2022 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.08 | $0.21 |
| 2021 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.64 | $0.71 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Touchstone Balanced Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Touchstone Balanced Fund was 36.70%, occurring on Mar 9, 2009. Recovery took 445 trading sessions.
The current Touchstone Balanced Fund drawdown is 1.18%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-36.70%Mar 2009 | 1y 4mo | 1y 9mo | 3y 1moOct 2007 - Dec 2010 | Financial crisis2007–2009 |
-22.63%Oct 2002 | 1y 4mo | 1y 2mo | 2y 6moMay 2001 - Dec 2003 | Dot-com crash2000–2002 |
-22.47%Sep 2022 | 9mo 24d | 1y 4mo | 2y 1moDec 2021 - Feb 2024 | Bear market2022 |
-22.06%Mar 2020 | 1mo 2d | 2mo 17d | 3mo 19dFeb 2020 - Jun 2020 | COVID crash2020 |
-12.88%Oct 2011 | 5mo 4d | 3mo 18d | 8mo 22dMay 2011 - Jan 2012 | — |
Drawdown Indicators
| SEBLX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.70% | -56.78% | +20.08% |
Max Drawdown (1Y)Largest decline over 1 year | -8.30% | -9.10% | +0.80% |
Max Drawdown (3Y)Largest decline over 3 years | -11.60% | -18.90% | +7.30% |
Max Drawdown (5Y)Largest decline over 5 years | -22.47% | -25.43% | +2.96% |
Max Drawdown (10Y)Largest decline over 10 years | -22.47% | -33.92% | +11.45% |
Current DrawdownCurrent decline from peak | -1.18% | -1.58% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -10.70% | +6.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 2.14% | -0.10% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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