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    Franklin Balanced A (FBLAX)

    11.83 0.00(0.00%) Jul 27

    Risk as of Jun 29, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up7
    Number of Years Down2
    Best 1 Yr Total Return(Dec 30, 2009):37.58%
    Worst 1 Yr Total Return(Dec 30, 2008):-32.82%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticFBLAXCategory
    Alpha (against Standard Index)0.590.06
    Beta (against Standard Index)1.051.04
    Mean Annual Return0.550.50
    R-squared (against Standard Index)93.4091.53
    Standard Deviation7.647.61
    Sharpe Ratio0.850.79
    Treynor Ratio6.105.67
    5 Years
    StatisticFBLAXCategory
    Alpha (against Standard Index)0.800.11
    Beta (against Standard Index)1.051.04
    Mean Annual Return0.590.53
    R-squared (against Standard Index)93.7592.65
    Standard Deviation8.518.54
    Sharpe Ratio0.820.75
    Treynor Ratio6.515.91
    10 Years
    StatisticFBLAXCategory
    Alpha (against Standard Index)N/A-0.71
    Beta (against Standard Index)N/A1.06
    Mean Annual ReturnN/A0.48
    R-squared (against Standard Index)N/A93.60
    Standard DeviationN/A10.86
    Sharpe RatioN/A0.44
    Treynor RatioN/A4.13