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    Franklin Balanced A (FBLAX)

    11.72 Up 0.06(0.51%) Dec 19

    Risk as of Nov 29, 2014Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up6
    Number of Years Down1
    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)1.841.21
    Beta (against Standard Index)0.910.99
    Mean Annual Return0.950.97
    R-squared (against Standard Index)90.1590.50
    Standard Deviation6.126.68
    Sharpe Ratio1.861.76
    Treynor Ratio12.9412.27
    5 Years
    StatisticFBLAXCategory
    Alpha (against Standard Index)1.310.32
    Beta (against Standard Index)1.041.05
    Mean Annual Return0.890.82
    R-squared (against Standard Index)94.0794.42
    Standard Deviation9.009.13
    Sharpe Ratio1.181.09
    Treynor Ratio10.399.50
    10 Years
    StatisticFBLAXCategory
    Alpha (against Standard Index)N/A-0.87
    Beta (against Standard Index)N/A1.06
    Mean Annual ReturnN/A0.55
    R-squared (against Standard Index)N/A93.68
    Standard DeviationN/A10.58
    Sharpe RatioN/A0.49
    Treynor RatioN/A4.53