Finance Home - My Yahoo - Yahoo! - Help

Monday, December 7, 2009, 7:22PM ET - U.S. Markets Closed. Dow  0.01% Nasdaq  0.22%

Franklin Balance Sheet Investment R (FBSRX)

On Dec 7: 42.31   0.00 (0.00%)

MORE ON FBSRX

Quotes Summary Historical Prices Charts Interactive Basic Chart Basic Tech. Analysis News & Info Headlines Message Board Fund Profile Performance Holdings Risk Purchase Info Analyst Research Reports

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): 24.97% Worst 1 Yr Total Return (2008): -35.96% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic FBSRX Category Alpha (against Standard Index) -1.54 2.32 Beta (against Standard Index) 1.18 1.15 Mean Annual Return -10.66 -0.35 R-squared (against Standard Index) 92 90.18 Standard Deviation 24.03 23.68 Sharpe Ratio -0.44 N/A Treynor Ratio -11.06 N/A 5 Years Statistic FBSRX Category Alpha (against Standard Index) 0.17 2.22 Beta (against Standard Index) 1.19 1.16 Mean Annual Return -0.51 0.30 R-squared (against Standard Index) 90 89.12 Standard Deviation 19.96 19.61 Sharpe Ratio -0.07 N/A Treynor Ratio -2.97 N/A 10 Years Statistic FBSRX Category Alpha (against Standard Index) 7.25 7.83 Beta (against Standard Index) 0.83 0.94 Mean Annual Return 6.86 0.70 R-squared (against Standard Index) 66 72.23 Standard Deviation 16.43 17.96 Sharpe Ratio 0.31 N/A Treynor Ratio 4.69 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center