SEBLX vs. MXIIX
Compare and contrast key facts about Touchstone Balanced Fund (SEBLX) and Touchstone Flexible Income Fund (MXIIX).
SEBLX is managed by Touchstone. It was launched on Nov 15, 1938. MXIIX is managed by Touchstone. It was launched on Aug 31, 1998.
Performance
SEBLX vs. MXIIX - Performance Comparison
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SEBLX vs. MXIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEBLX Touchstone Balanced Fund | -6.71% | 13.59% | 13.08% | 18.17% | -16.16% | 13.95% | 18.74% | 39.05% | -2.74% | 15.69% |
MXIIX Touchstone Flexible Income Fund | -0.48% | 6.11% | 4.82% | 7.96% | -8.14% | 3.17% | 8.15% | 8.73% | -1.47% | 6.75% |
Returns By Period
In the year-to-date period, SEBLX achieves a -6.71% return, which is significantly lower than MXIIX's -0.48% return. Over the past 10 years, SEBLX has outperformed MXIIX with an annualized return of 10.26%, while MXIIX has yielded a comparatively lower 3.64% annualized return.
SEBLX
- 1D
- 0.23%
- 1M
- -6.47%
- YTD
- -6.71%
- 6M
- -4.85%
- 1Y
- 7.28%
- 3Y*
- 9.91%
- 5Y*
- 5.51%
- 10Y*
- 10.26%
MXIIX
- 1D
- 0.39%
- 1M
- -2.28%
- YTD
- -0.48%
- 6M
- 0.35%
- 1Y
- 4.19%
- 3Y*
- 5.58%
- 5Y*
- 2.53%
- 10Y*
- 3.64%
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SEBLX vs. MXIIX - Expense Ratio Comparison
SEBLX has a 0.99% expense ratio, which is higher than MXIIX's 0.79% expense ratio.
Return for Risk
SEBLX vs. MXIIX — Risk / Return Rank
SEBLX
MXIIX
SEBLX vs. MXIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Balanced Fund (SEBLX) and Touchstone Flexible Income Fund (MXIIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SEBLX | MXIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.10 | -0.42 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.56 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 1.74 | -0.98 |
Martin ratioReturn relative to average drawdown | 2.97 | 5.79 | -2.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SEBLX | MXIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.10 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.75 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.83 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.69 | +0.05 |
Correlation
The correlation between SEBLX and MXIIX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SEBLX vs. MXIIX - Dividend Comparison
SEBLX's dividend yield for the trailing twelve months is around 5.39%, more than MXIIX's 5.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEBLX Touchstone Balanced Fund | 5.39% | 5.03% | 1.83% | 1.26% | 0.99% | 2.74% | 7.72% | 24.06% | 7.04% | 6.00% | 1.98% | 5.91% |
MXIIX Touchstone Flexible Income Fund | 5.15% | 4.66% | 4.03% | 3.77% | 4.70% | 3.49% | 4.66% | 3.84% | 4.04% | 2.72% | 2.91% | 3.30% |
Drawdowns
SEBLX vs. MXIIX - Drawdown Comparison
The maximum SEBLX drawdown since its inception was -36.70%, roughly equal to the maximum MXIIX drawdown of -37.45%. Use the drawdown chart below to compare losses from any high point for SEBLX and MXIIX.
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Drawdown Indicators
| SEBLX | MXIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.70% | -37.45% | +0.75% |
Max Drawdown (1Y)Largest decline over 1 year | -8.30% | -2.66% | -5.64% |
Max Drawdown (5Y)Largest decline over 5 years | -22.47% | -11.59% | -10.88% |
Max Drawdown (10Y)Largest decline over 10 years | -22.47% | -15.21% | -7.26% |
Current DrawdownCurrent decline from peak | -8.08% | -2.28% | -5.80% |
Average DrawdownAverage peak-to-trough decline | -3.85% | -3.46% | -0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 0.80% | +1.31% |
Volatility
SEBLX vs. MXIIX - Volatility Comparison
Touchstone Balanced Fund (SEBLX) has a higher volatility of 3.15% compared to Touchstone Flexible Income Fund (MXIIX) at 1.35%. This indicates that SEBLX's price experiences larger fluctuations and is considered to be riskier than MXIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEBLX | MXIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 1.35% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 6.05% | 2.22% | +3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.33% | 3.75% | +7.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.18% | 3.38% | +7.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.15% | 4.39% | +7.76% |