• FirefoxInstall the new Firefox »
  •  Dow Up0.19% Nasdaq Up0.57%

    Franklin Balanced A (FBLAX)

    11.75 Up 0.03(0.26%) Mar 27

    Risk as of Feb 27, 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)1.541.36
    Beta (against Standard Index)0.941.01
    Mean Annual Return0.790.82
    R-squared (against Standard Index)91.5991.12
    Standard Deviation6.076.61
    Sharpe Ratio1.541.50
    Treynor Ratio10.2510.06
    5 Years
    StatisticFBLAXCategory
    Alpha (against Standard Index)1.100.24
    Beta (against Standard Index)1.041.05
    Mean Annual Return0.890.83
    R-squared (against Standard Index)94.6894.70
    Standard Deviation9.049.12
    Sharpe Ratio1.181.09
    Treynor Ratio10.329.55
    10 Years
    StatisticFBLAXCategory
    Alpha (against Standard Index)N/A-0.78
    Beta (against Standard Index)N/A1.07
    Mean Annual ReturnN/A0.55
    R-squared (against Standard Index)N/A93.65
    Standard DeviationN/A10.64
    Sharpe RatioN/A0.49
    Treynor RatioN/A4.50