Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Friday, December 25, 2009, 6:51AM ET - U.S. Markets Closed for Christmas. Dow Up 0.51% Nasdaq Up 0.71%
Franklin Balance Sheet Investment B (FBSBX)On Dec 24: 43.34  Up 0.23 (0.53%)  
MORE ON FBSBX
Quotes
Charts
News & Info
Fund
HereRisk
Analyst


Risk  As of 30-Nov-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Average
Number of Years Up:3
Number of Years Down:2
Best 1 Yr Total Return (2004):24.33%
Worst 1 Yr Total Return (2008):-36.38%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticFBSBXCategory
Alpha (against Standard Index)-3.070.96
Beta (against Standard Index)1.171.15
Mean Annual Return-10.53-0.33
R-squared (against Standard Index)9289.96
Standard Deviation24.1824.07
Sharpe Ratio-0.43N/A
Treynor Ratio-10.93N/A
5 Years
StatisticFBSBXCategory
Alpha (against Standard Index)-1.361.28
Beta (against Standard Index)1.171.16
Mean Annual Return-1.510.26
R-squared (against Standard Index)9088.97
Standard Deviation19.8019.80
Sharpe Ratio-0.12N/A
Treynor Ratio-3.83N/A
10 Years
StatisticFBSBXCategory
Alpha (against Standard Index)6.747.57
Beta (against Standard Index)0.830.96
Mean Annual Return6.660.70
R-squared (against Standard Index)6672.92
Standard Deviation16.4918.20
Sharpe Ratio0.30N/A
Treynor Ratio4.50N/A

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Risk for Another Symbol: Symbol Lookup
Help with Risk StatisticsPlanning Center