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Touchstone Ultra Short Dur F/I Instl (TSDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.190.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.32%
5-year average return2.57%
Number of years up11
Number of years downN/A
Best 1-yr total return (27 June 2024)6.06%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return6.06%
Worst 3-yr total return0.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTSDIXCategory
YTD2.82%0.23%
1-month0.66%0.00%
3-month1.52%0.13%
1-year7.00%0.98%
3-year3.07%1.85%
5-year2.54%1.66%
10-year2.06%1.19%
Last bull market3.28%1.14%
Last bear market-0.37%-0.10%

Annual total return (%) history

Year
TSDIXCategory
2024
N/AN/A
2023
6.06%N/A
2022
0.29%N/A
2021
0.51%N/A
2020
1.52%1.34%
2019
3.38%3.08%
2018
1.94%1.61%
2017
1.63%1.44%
2016
1.72%1.41%
2015
0.70%0.17%
2014
0.90%0.34%
2013
0.82%0.49%
2012
N/A1.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.82%N/AN/AN/A
20231.10%1.29%1.69%1.85%
2022-0.55%-0.37%0.44%0.77%
20210.30%0.17%0.05%-0.01%
2020-2.41%2.66%0.87%0.45%
20191.14%0.94%0.69%0.56%
20180.33%0.58%0.56%0.45%
20170.41%0.46%0.42%0.33%
20160.51%0.51%0.38%0.30%
20150.26%0.27%0.04%0.13%
20140.42%0.29%0.15%0.03%
20130.26%-0.11%0.31%0.35%
20120.70%0.32%N/AN/A

Rank in category (by total return)

YTD16
1-month20
3-month25
1-year18
3-year23
5-year19

Load adjusted returns

1-year7.00%
3-year3.07%
5-year2.54%
10-year2.06%