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Touchstone Active Bond Fund Institutional Class: (MF: TOBIX)
(NASDAQ Mutual Funds) As of Jan 14, 2026 06:01 PM ET
$9.65 USD
+0.02 (0.21%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.24 | 16 |
| 3 months | 1.30 | 22 |
| 6 months | 3.46 | 23 |
| 1 Year | 8.25 | 16 |
| 3 Year | 5.78 | 42 |
| 5 Year | 0.18 | 67 |
| 10 Year | 2.85 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 8.24 |
| 5 Year | 0.17 |
| 10 Year | 2.85 |
| Since Inception | 2.64 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.54 | 2.03 | 2.12 | 1.30 |
| 2024 | -0.09 | 0.48 | 5.32 | -2.99 |
| 2023 | 3.22 | -0.86 | -2.50 | 6.85 |
| 2022 | -6.10 | -6.13 | -4.93 | 2.85 |
| 2021 | -3.08 | 2.25 | -0.15 | -0.03 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.24 | 2.57 | 6.61 | -13.82 | -1.09 | 10.29 | 10.59 | -1.60 | 3.81 | 5.46 |
| % Total Return Rel to Index | 0.86 | 1.30 | 1.09 | -0.80 | 0.44 | 2.78 | 1.86 | -1.62 | 0.27 | 2.80 |
| % Total Return Rel to Peer | 1.22 | -1.30 | 0.22 | -4.30 | -1.77 | 4.35 | 2.61 | -0.46 | -0.19 | 0.32 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 4.00 | 1.00 | 1.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.39 | 0.37 | 0.37 | 0.31 | 0.25 | 0.33 | 0.31 | 0.31 | 0.26 | 0.30 |
| % Yield | 3.92 | 3.84 | 3.96 | 3.26 | 2.14 | 2.73 | 2.74 | 2.95 | 2.43 | 2.81 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.50 | 0.50 | 0.50 | 0.52 | 0.57 | 0.57 | 0.57 | 0.57 | 0.57 | 0.57 |
* 1 = Top 20%, 5 = Bottom 20%