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Touchstone Active Bond Fund Class Y: (MF: TOBYX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$9.34 USD
-0.04 (-0.43%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.52 | 37 |
| 3 months | 2.52 | 37 |
| 6 months | -0.47 | 75 |
| 1 Year | 5.18 | 60 |
| 3 Year | 0.92 | 66 |
| 5 Year | 1.48 | 60 |
| 10 Year | 1.99 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.18 |
| 5 Year | 1.47 |
| 10 Year | 1.99 |
| Since Inception | 2.29 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.52 | NA | NA | NA |
| 2024 | -0.01 | 0.35 | 5.29 | -2.91 |
| 2023 | 3.20 | -0.88 | -2.52 | 6.83 |
| 2022 | -6.21 | -6.15 | -4.95 | 2.83 |
| 2021 | -3.02 | 2.23 | -0.17 | 0.03 |
| 2020 | -2.36 | 7.80 | 2.15 | 2.40 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.52 | 2.58 | 6.53 | -13.97 | -1.00 | 10.11 | 10.50 | -1.68 | 3.73 | 5.28 | -0.45 |
| % Total Return Rel to Index | -0.26 | 1.32 | 1.00 | -0.95 | 0.54 | 2.60 | 1.77 | -1.70 | 0.18 | 2.62 | -1.02 |
| % Total Return Rel to Peer | 0.38 | -1.28 | 0.14 | -4.45 | -1.67 | 4.17 | 2.52 | -0.54 | -0.27 | 0.14 | 1.53 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 4.00 | 1.00 | 1.00 | 4.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.09 | 0.36 | 0.36 | 0.30 | 0.24 | 0.32 | 0.30 | 0.30 | 0.26 | 0.29 | 0.32 |
| % Yield | 0.93 | 3.75 | 3.72 | 3.17 | 2.06 | 2.66 | 2.67 | 2.87 | 2.36 | 2.74 | 3.05 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.58 | 0.58 | 0.60 | 0.65 | 0.65 | 0.65 | 0.65 | 0.65 | 0.65 | 0.65 |
* 1 = Top 20%, 5 = Bottom 20%