SEBLX vs. TLCIX
SEBLX (Touchstone Balanced Fund) and TLCIX (Touchstone Large Cap Fund) are both mutual funds - SEBLX is a Diversified Portfolio fund managed by Touchstone, while TLCIX is a Large Cap Blend Equities fund managed by Touchstone. Over the past 10 years, SEBLX returned 11.24%/yr vs 11.88%/yr for TLCIX. Their correlation of 0.86 suggests significant overlap in exposure. SEBLX charges 0.99%/yr vs 0.82%/yr for TLCIX.
Performance
SEBLX vs. TLCIX - Performance Comparison
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Returns By Period
In the year-to-date period, SEBLX achieves a 1.33% return, which is significantly lower than TLCIX's 11.03% return. Over the past 10 years, SEBLX has underperformed TLCIX with an annualized return of 11.24%, while TLCIX has yielded a comparatively higher 11.88% annualized return.
SEBLX
- 1D
- -1.01%
- 1M
- -1.42%
- YTD
- 1.33%
- 6M
- 1.00%
- 1Y
- 11.46%
- 3Y*
- 11.33%
- 5Y*
- 6.30%
- 10Y*
- 11.24%
TLCIX
- 1D
- -0.22%
- 1M
- 0.67%
- YTD
- 11.03%
- 6M
- 10.14%
- 1Y
- 19.35%
- 3Y*
- 13.70%
- 5Y*
- 8.41%
- 10Y*
- 11.88%
SEBLX vs. TLCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEBLX Touchstone Balanced Fund | 1.33% | 13.59% | 13.08% | 18.17% | -16.16% | 13.95% | 18.74% | 39.05% | -2.74% | 15.69% |
TLCIX Touchstone Large Cap Fund | 11.03% | 8.16% | 15.04% | 14.37% | -15.02% | 26.00% | 10.32% | 31.56% | -6.31% | 21.72% |
Correlation
The correlation between SEBLX and TLCIX is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jul 10, 2014 | 0.86 |
Over the past year, the correlation between SEBLX and TLCIX has dropped to 0.62 - well below their long-term average of 0.86, suggesting their price drivers have been diverging.
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Return for Risk
SEBLX vs. TLCIX — Risk / Return Rank
SEBLX
TLCIX
SEBLX vs. TLCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Balanced Fund (SEBLX) and Touchstone Large Cap Fund (TLCIX). 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.
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 | TLCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.46 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.33 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 2.66 | -1.20 |
| Martin ratioReturn relative to average drawdown | 6.14 | 9.23 | -3.09 |
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Drawdowns
SEBLX vs. TLCIX - Drawdown Comparison
The maximum SEBLX drawdown since its inception was -36.70%, which is greater than TLCIX's maximum drawdown of -34.19%. Use the drawdown chart below to compare losses from any high point for SEBLX and TLCIX.
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Drawdown Indicators
| SEBLX | TLCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.70% | -34.19% | -2.51% |
Max Drawdown (1Y)Largest decline over 1 year | -8.30% | -7.83% | -0.47% |
Max Drawdown (3Y)Largest decline over 3 years | -11.60% | -14.59% | +2.99% |
Max Drawdown (5Y)Largest decline over 5 years | -22.47% | -23.26% | +0.79% |
Max Drawdown (10Y)Largest decline over 10 years | -22.47% | -34.19% | +11.72% |
Current DrawdownCurrent decline from peak | -2.43% | -0.70% | -1.73% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -4.86% | +1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 2.25% | -0.28% |
Volatility
SEBLX vs. TLCIX - Volatility Comparison
Touchstone Balanced Fund (SEBLX) and Touchstone Large Cap Fund (TLCIX) have volatilities of 3.31% and 3.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEBLX | TLCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 3.39% | -0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 7.12% | 8.45% | -1.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.75% | 11.31% | -2.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.32% | 14.84% | -3.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.23% | 16.84% | -4.61% |
SEBLX vs. TLCIX - Expense Ratio Comparison
SEBLX has a 0.99% expense ratio, which is higher than TLCIX's 0.82% expense ratio.
Dividends
SEBLX vs. TLCIX - Dividend Comparison
SEBLX's dividend yield for the trailing twelve months is around 4.96%, more than TLCIX's 2.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEBLX Touchstone Balanced Fund | 4.96% | 5.03% | 1.83% | 1.26% | 0.99% | 2.74% | 7.72% | 24.06% | 7.04% | 6.00% | 1.98% | 5.91% |
TLCIX Touchstone Large Cap Fund | 2.59% | 2.88% | 3.76% | 1.93% | 4.29% | 3.01% | 1.28% | 13.22% | 1.12% | 0.73% | 1.02% | 0.77% |
Frequently Asked Questions
SEBLX and TLCIX have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TLCIX has higher volatility (3.39%) compared to SEBLX (3.31%). In terms of maximum drawdown, SEBLX dropped -36.70% vs TLCIX's -34.19%.
TLCIX currently has the higher Sharpe Ratio (1.84 vs 1.39), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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