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Franklin Balance Sheet Investment C (FCBSX)

On Dec 4: 41.76   0.73 (1.78%)

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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): 24.33% Worst 1 Yr Total Return (2008): -36.55% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic FCBSX Category Alpha (against Standard Index) -2.15 2.32 Beta (against Standard Index) 1.19 1.15 Mean Annual Return -11.23 -0.35 R-squared (against Standard Index) 92 90.18 Standard Deviation 24.06 23.68 Sharpe Ratio -0.47 N/A Treynor Ratio -11.52 N/A 5 Years Statistic FCBSX Category Alpha (against Standard Index) -0.41 2.22 Beta (against Standard Index) 1.19 1.16 Mean Annual Return -1.09 0.30 R-squared (against Standard Index) 90 89.12 Standard Deviation 19.99 19.61 Sharpe Ratio -0.10 N/A Treynor Ratio -3.44 N/A 10 Years Statistic FCBSX Category Alpha (against Standard Index) 6.70 7.83 Beta (against Standard Index) 0.83 0.94 Mean Annual Return 6.28 0.70 R-squared (against Standard Index) 66 72.23 Standard Deviation 16.43 17.96 Sharpe Ratio 0.28 N/A Treynor Ratio 3.99 N/A
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