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 Dow Up0.36% Nasdaq Up0.71%

Franklin Balanced A (FBLAX)

12.11 Up 0.04(0.33%) Jul 22

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:7.43%
5-Year Average Return:14.29%
Number of Years Up:6
Number of Years Down:1
Best 1 Yr Total Return (2009-12-31):37.58%
Worst 1 Yr Total Return (2008-12-31):-32.82%
Best 3-Yr Total Return (N/A):17.81%
Worst 3-Yr Total Return (N/A):-1.26%
Load Adjusted Returns 
1-Year:10.57%
3-Year:8.51%
5-Year:12.94%
10-Year:N/A
Trailing Returns (%) vs. Benchmarks 
ReturnFBLAXCategoryDiffIndex*Diff
Year To Date7.43N/AN/AN/AN/A
1-Month2.02N/AN/AN/AN/A
3-Month4.85N/AN/AN/AN/A
1-Year17.32N/AN/AN/AN/A
3-Year10.67N/AN/AN/AN/A
5-Year14.29N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)16.73N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-10.80N/AN/AN/AN/A
Annual Total Return (%) History () 
YearFBLAXCategoryDiff
2014N/AN/AN/A
2013
 
13.10N/AN/A
2012
 
12.57N/AN/A
2011
 
3.23N/AN/A
2010
 
15.13N/AN/A
2009
 
37.58N/AN/A
2008
 
-32.82N/AN/A
2007
 
4.15N/AN/A
2006N/AN/AN/A
Past Quarterly Returns (%) for FBLAX 
Q1Q2Q3Q4
20142.474.85N/AN/A
20135.02-1.383.535.48
20126.81-1.044.891.54
20113.041.09-9.329.29
20103.71-6.1410.566.98
2009-3.5018.8614.374.89
2008-4.73-0.73-15.77-15.67
20072.104.001.83-3.67
20064.74N/AN/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date6N/A
1-Month8N/A
3-Month4N/A
6-Month6N/A
1-Year26N/A
3-Year31N/A
5-Year15N/A