SBCPX
Franklin Multi-Asset Defensive Growth-A
$12.38
0.00 (0.00%)
Currency in USD / Last Updated: 4/26/2024
Category | Conservative |
---|---|
Market Cap | 104.825M |
52 Week High | 12.8 |
52 Week Low | 11.058 |
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Key Data
Symbol | SBCPX |
---|---|
Type | Mutual Fund |
Category | Conservative |
Price | 12.38 |
Price Yesterday | 12.38 |
Market Cap | 104.83 |
YTD Return | 0.26% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0375 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0126 |
Overview
52 Week High | 12.80 |
---|---|
52 Week Low | 11.06 |
Market Cap | 104.83M |
Shares Outstanding | 8.47M |
Income Dividend Yield | 2.37% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.37% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 27.78% |
One Months | -27.10% |
Three Months | 1.37% |
Six Months | 25.59% |
Nine Months | 4.10% |
One Year | 6.83% |
Three Years | -0.43% |
Five Years | 3.08% |
Ten Years | 3.54% |
YTD | 0.81% |
Since Inception | 4.90% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.49% |
One Month | -2.72% |
Three Months | 0.34% |
Six Months | 11.96% |
Nine Months | 3.07% |
One Year | 6.83% |
Three Years | -1.29% |
Five Years | 16.32% |
Ten Years | 41.53% |
YTD | 0.26% |
Since Inception | 275.61% |
Yearly Returns
2024 | 0.26% |
---|---|
2023 | 10.29% |
2022 | -13.82% |
2021 | 5.88% |
2020 | 8.67% |
2019 | 13.63% |
2018 | -3.39% |
2017 | 9.69% |
2016 | 6.32% |
2015 | -1.13% |
Risk against SP-DA
Alpha | -10.58% |
---|---|
Beta | 0.54 |
Correlation | 88.86% |
Downside Deviation | 2.22% |
Coefficient of determination | 78.96% |
Standard Deviation | 2.06% |
Sharpe Ratio | -2.93 |
Sortino | -9.41 |
Treynor | 2.7 |
Ulcer Index | 2.91 |
Ulcer Performance Index | -7.19 |