SCGRX
Franklin Multi-Asset Moderate Growth-A
$16.62
0.11 (0.67%)
Currency in USD / Last Updated: 3/27/2024
Category | Balanced Aggressive |
---|---|
Market Cap | 500.656M |
52 Week High | 16.62 |
52 Week Low | 13.58 |
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Key Data
Symbol | SCGRX |
---|---|
Type | Mutual Fund |
Category | Balanced Aggressive |
Price | 16.62 |
Price Yesterday | 16.51 |
Market Cap | 500.66 |
YTD Return | 7.50% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.055 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.012 |
Overview
52 Week High | 16.62 |
---|---|
52 Week Low | 13.58 |
Market Cap | 500.66M |
Shares Outstanding | 30.12M |
Income Dividend Yield | 1.36% |
Long Term Dividend Yield | 2.58% |
Short Term Dividend Yield | 0.17% |
52 Week Yield (All) | 4.11% |
Returns Annualized
One Day | 433.92% |
---|---|
Five Days | 27.56% |
One Months | 42.19% |
Three Months | 32.65% |
Six Months | 40.33% |
Nine Months | 20.05% |
One Year | 21.81% |
Three Years | 4.53% |
Five Years | 7.61% |
Ten Years | 6.25% |
YTD | 35.55% |
Since Inception | 5.50% |
Returns Total
One Day | 0.67% |
---|---|
Five Days | 0.48% |
One Month | 2.97% |
Three Months | 7.19% |
Six Months | 18.28% |
Nine Months | 14.68% |
One Year | 21.79% |
Three Years | 14.18% |
Five Years | 44.20% |
Ten Years | 83.04% |
YTD | 7.50% |
Since Inception | 344.15% |
Yearly Returns
2024 | 7.50% |
---|---|
2023 | 15.80% |
2022 | -13.52% |
2021 | 12.06% |
2020 | 8.69% |
2019 | 19.47% |
2018 | -7.02% |
2017 | 15.34% |
2016 | 7.64% |
2015 | -2.09% |
Risk against SP-DA
Alpha | -5.54% |
---|---|
Beta | 0.77 |
Correlation | 97.49% |
Downside Deviation | 2.53% |
Coefficient of determination | 95.04% |
Standard Deviation | 2.64% |
Sharpe Ratio | -1.34 |
Sortino | -4.85 |
Treynor | 21.6 |
Ulcer Index | 2.94 |
Ulcer Performance Index | -4.19 |