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    Franklin Balanced A (FBLAX)

    11.95 Down 0.03(0.25%) Mar 3

    Risk as of Jan 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up7
    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)1.361.22
    Beta (against Standard Index)0.911.00
    Mean Annual Return0.760.81
    R-squared (against Standard Index)91.2390.55
    Standard Deviation5.976.58
    Sharpe Ratio1.521.49
    Treynor Ratio10.2010.04
    5 Years
    StatisticFBLAXCategory
    Alpha (against Standard Index)0.960.24
    Beta (against Standard Index)1.041.05
    Mean Annual Return0.860.80
    R-squared (against Standard Index)94.5394.46
    Standard Deviation8.979.07
    Sharpe Ratio1.141.07
    Treynor Ratio9.899.27
    10 Years
    StatisticFBLAXCategory
    Alpha (against Standard Index)N/A-0.82
    Beta (against Standard Index)N/A1.06
    Mean Annual ReturnN/A0.53
    R-squared (against Standard Index)N/A93.59
    Standard DeviationN/A10.55
    Sharpe RatioN/A0.47
    Treynor RatioN/A4.31