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    Franklin Balanced A (FBLAX)

    11.44 Down 0.02(0.17%) Aug 4

    Risk as of Jun 29, 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)-0.210.98
    Beta (against Standard Index)1.021.02
    Mean Annual Return0.710.82
    R-squared (against Standard Index)89.4988.96
    Standard Deviation5.835.91
    Sharpe Ratio1.461.67
    Treynor Ratio8.539.86
    5 Years
    StatisticFBLAXCategory
    Alpha (against Standard Index)0.690.44
    Beta (against Standard Index)1.041.04
    Mean Annual Return0.880.86
    R-squared (against Standard Index)93.7993.81
    Standard Deviation8.498.50
    Sharpe Ratio1.231.21
    Treynor Ratio10.2110.06
    10 Years
    StatisticFBLAXCategory
    Alpha (against Standard Index)N/A-0.77
    Beta (against Standard Index)N/A1.06
    Mean Annual ReturnN/A0.53
    R-squared (against Standard Index)N/A93.60
    Standard DeviationN/A10.61
    Sharpe RatioN/A0.48
    Treynor RatioN/A4.41