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

Friday, December 25, 2009, 10:55PM ET - U.S. Markets Closed for Christmas. Dow Up 0.51% Nasdaq Up 0.71%
Franklin Balance Sheet Investment A (FRBSX)On Dec 24: 43.45  Up 0.23 (0.53%)  
MORE ON FRBSX
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):25.30%
Worst 1 Yr Total Return (2008):-36.01%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticFRBSXCategory
Alpha (against Standard Index)-2.360.96
Beta (against Standard Index)1.171.15
Mean Annual Return-9.91-0.33
R-squared (against Standard Index)9289.96
Standard Deviation24.2224.07
Sharpe Ratio-0.40N/A
Treynor Ratio-10.38N/A
5 Years
StatisticFRBSXCategory
Alpha (against Standard Index)-0.641.28
Beta (against Standard Index)1.181.16
Mean Annual Return-0.800.26
R-squared (against Standard Index)9088.97
Standard Deviation19.8319.80
Sharpe Ratio-0.09N/A
Treynor Ratio-3.22N/A
10 Years
StatisticFRBSXCategory
Alpha (against Standard Index)7.497.57
Beta (against Standard Index)0.830.96
Mean Annual Return7.450.70
R-squared (against Standard Index)6672.92
Standard Deviation16.5118.20
Sharpe Ratio0.35N/A
Treynor Ratio5.45N/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