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Franklin Multi-Asset Conservative Gr A (SBBAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
14.34-0.02 (-0.14%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.44%
5-Year Average Return6.13%
Number of Years Up21
Number of Years Down6
Best 1 Yr Total Return (Mar 27, 2024)31.57%
Worst 1 Yr Total Return (Mar 27, 2024)N/A
Best 3-Yr Total Return31.57%
Worst 3-Yr Total Return1.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSBBAXCategory
YTD3.16%9.69%
1-Month2.56%0.91%
3-Month7.93%5.21%
1-Year14.22%27.06%
3-Year3.19%11.00%
5-Year5.79%10.26%
10-Year5.06%8.34%
Last Bull Market20.14%15.58%
Last Bear Market-10.13%-12.16%

Annual Total Return (%) History

Year
SBBAXCategory
2023
13.02%N/A
2022
-13.63%N/A
2021
10.14%N/A
2020
9.29%11.72%
2019
16.74%19.23%
2018
-4.80%-5.76%
2017
12.73%13.21%
2016
7.07%7.34%
2015
-1.53%-1.93%
2014
4.42%6.21%
2013
14.82%16.48%
2012
12.66%11.72%
2011
0.70%-0.11%
2010
13.89%11.83%
2009
31.57%24.13%
2008
-27.51%-28.00%
2007
2.87%5.99%
2006
7.89%11.29%
2005
2.18%5.13%
2004
7.17%8.86%
2003
19.46%20.35%
2002
-7.51%-12.02%
2001
-1.41%-5.05%
2000
4.68%1.82%
1999
7.35%10.71%
1998
8.84%13.52%
1997
12.78%19.63%
1996
N/A13.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20234.33%3.28%-3.94%9.19%
2022-5.00%-10.13%-5.35%6.88%
20212.59%4.82%-0.89%3.35%
2020-14.20%12.04%4.48%8.81%
20197.77%2.52%0.53%5.10%
2018-0.41%0.14%2.59%-6.95%
20173.88%2.59%2.70%3.00%
20161.17%1.94%3.36%0.45%
20151.57%-0.27%-4.87%2.19%
20142.17%3.01%-1.47%0.69%
20135.20%-0.21%4.14%5.02%
20127.80%-1.61%4.84%1.31%
20114.01%0.40%-9.84%6.96%
20104.75%-5.70%8.44%6.31%
2009-4.58%16.49%13.87%3.95%
2008-5.87%-1.08%-8.79%-14.64%
20071.18%2.87%0.49%-1.64%
20061.33%-1.80%4.29%3.97%
2005-2.39%1.48%2.09%1.04%
20042.33%-0.83%-0.13%5.74%
2003-0.21%9.24%2.03%7.40%
2002-0.10%-5.14%-7.30%5.28%
2001-2.07%1.88%-6.01%5.13%
20003.43%-0.53%1.58%0.16%
19990.94%3.13%-2.69%5.98%
19985.51%1.01%-5.18%7.71%
19970.53%7.29%4.44%0.12%
19962.27%1.81%4.82%N/A

Rank In Category (By Total Return)

YTD38
1-Month41
3-Month29
1-Year48
3-Year61
5-Year79

Load Adjusted Returns

1-Year7.94%
3-Year1.27%
5-Year4.60%
10-Year4.47%