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Franklin Balance Sheet Investment Adv (FBSAX)

On Dec 1: 42.54   0.53 (1.26%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 3 Number of Years Down: 2 Best 1 Yr Total Return (2004): 25.58% Worst 1 Yr Total Return (2008): -34.96% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic FBSAX Category Alpha (against Standard Index) -0.76 2.32 Beta (against Standard Index) 1.18 1.15 Mean Annual Return -9.90 -0.35 R-squared (against Standard Index) 92 90.18 Standard Deviation 23.94 23.68 Sharpe Ratio -0.41 N/A Treynor Ratio -10.46 N/A 5 Years Statistic FBSAX Category Alpha (against Standard Index) 0.86 2.22 Beta (against Standard Index) 1.19 1.16 Mean Annual Return 0.20 0.30 R-squared (against Standard Index) 90 89.12 Standard Deviation 19.90 19.61 Sharpe Ratio -0.04 N/A Treynor Ratio -2.38 N/A 10 Years Statistic FBSAX Category Alpha (against Standard Index) 7.80 7.83 Beta (against Standard Index) 0.83 0.94 Mean Annual Return 7.47 0.70 R-squared (against Standard Index) 66 72.23 Standard Deviation 16.38 17.96 Sharpe Ratio 0.35 N/A Treynor Ratio 5.44 N/A
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