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Thursday, December 3, 2009, 12:53AM ET - U.S. Markets open in 8 hours and 37 minutes. Dow Down 0.18% Nasdaq Up 0.42%
Franklin Balance Sheet Investment C (FCBSX)On Dec 2: 41.49  Up 0.25 (0.61%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Below average
Year to Date Return:10.92%
5-Year Average Return:-1.09%
Number of Years Up:3
Number of Years Down:2
Best 1-Yr Total Return (2004):24.33%
Worst 1-Yr Total Return (2008):-36.55%
Best 3-Yr Total Return (2004-6):16.47%
Worst 3-Yr Total Return (2006-8):-11.09%
LOAD ADJUSTED RETURNS 
1-Year:-10.82%
3-Year:-8.69%
5-Year:0.35%
10-Year:6.71%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnFCBSXCategoryDiffIndex*Diff
Year To Date10.9223.00-12.0817.05-6.13
1-Month-5.01-3.83-1.18-1.86-3.15
3-Month3.896.04-2.155.48-1.59
1-Year8.4217.86-9.449.80-1.38
3-Year-11.23-6.76-4.47-7.02-4.21
5-Year-1.091.68-2.770.33-1.42
Last Bull Market ( 28-Feb-09 to 30-Sep-09)53.8555.15-1.345.768.09
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-21.58-15.15-6.43-18.25-3.33
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearFCBSXCategoryDiff
2009N/AN/AN/A
2008
 
-36.55-36.770.22
2007
 
-4.080.83-4.91
2006
 
15.4715.87-0.40
2005
 
10.068.821.24
2004
 
24.3317.856.48
2003
 
28.6033.85-5.25
2002
 
-6.63-13.256.62
2001N/A6.67N/A
2000N/A18.45N/A
1999N/A8.50N/A
PAST QUARTERLY RETURNS (%) FOR FCBSX 
Q1Q2Q3Q4
2009-17.6618.7319.44N/A
2008-6.57-2.07-10.07-22.89
20074.943.81-5.42-6.90
20069.34-0.93-0.507.13
2005-0.162.744.392.78
20045.133.241.6812.66
2003-5.0613.405.8612.84
20026.17-1.32-13.613.16
2001N/A12.38-10.4814.07
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date41142496.93
1-Month40044589.89
3-Month40944092.95
6-Month29043366.97
1-Year32241976.85
3-Year27233980.24
5-Year19324977.51

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