FTCZX
Franklin Conservative Allocation-Adv
$13.75
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Conservative |
---|---|
Market Cap | 908.227M |
52 Week High | 13.75 |
52 Week Low | 11.888 |
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Key Data
Symbol | FTCZX |
---|---|
Type | Mutual Fund |
Category | Conservative |
Price | 13.75 |
Price Yesterday | 13.75 |
Market Cap | 908.23 |
YTD Return | 4.01% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0061 |
Overview
52 Week High | 13.75 |
---|---|
52 Week Low | 11.89 |
Market Cap | 908.23M |
Shares Outstanding | 66.05M |
Income Dividend Yield | 2.54% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.54% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 15.83% |
One Months | 28.42% |
Three Months | 17.65% |
Six Months | 28.06% |
Nine Months | 12.66% |
One Year | 11.46% |
Three Years | 2.09% |
Five Years | 4.48% |
Ten Years | 4.17% |
YTD | 17.65% |
Since Inception | 5.18% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.29% |
One Month | 2.00% |
Three Months | 4.01% |
Six Months | 12.93% |
Nine Months | 9.24% |
One Year | 11.31% |
Three Years | 6.37% |
Five Years | 24.46% |
Ten Years | 50.27% |
YTD | 4.01% |
Since Inception | 106.55% |
Yearly Returns
2024 | 4.01% |
---|---|
2023 | 11.75% |
2022 | -15.08% |
2021 | 8.46% |
2020 | 9.57% |
2019 | 13.53% |
2018 | -3.19% |
2017 | 10.87% |
2016 | 4.69% |
2015 | -2.02% |
Risk against SP-DA
Alpha | -7.55% |
---|---|
Beta | 0.53 |
Correlation | 92.96% |
Downside Deviation | 1.92% |
Coefficient of determination | 86.41% |
Standard Deviation | 1.91% |
Sharpe Ratio | -3.21 |
Sortino | -11.09 |
Treynor | 14.93 |
Ulcer Index | 2.26 |
Ulcer Performance Index | -9.41 |