SCHAX
Franklin Multi-Asset Growth Fund A
$17.16
0.00 (0.00%)
Currency in USD / Last Updated: 5/10/2024
| Category | Aggressive |
|---|---|
| Market Cap | 827.45M |
| 52 Week High | 17.29 |
| 52 Week Low | 13.909 |
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Key Data
| Symbol | SCHAX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 17.16 |
| Price Yesterday | 17.16 |
| Market Cap | 827.45 |
| YTD Return | 7.86% |
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 | 17.29 |
|---|---|
| 52 Week Low | 13.91 |
| Market Cap | 827.45M |
| Shares Outstanding | 48.22M |
| Income Dividend Yield | 0.97% |
| Long Term Dividend Yield | 3.93% |
| Short Term Dividend Yield | 0.18% |
| 52 Week Yield (All) | 5.07% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 116.03% |
| One Months | 11.34% |
| Three Months | 16.72% |
| Six Months | 37.85% |
| Nine Months | 18.55% |
| One Year | 19.64% |
| Three Years | 3.53% |
| Five Years | 8.14% |
| Ten Years | 6.53% |
| YTD | 23.33% |
| Since Inception | 5.66% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.54% |
| One Month | 0.94% |
| Three Months | 3.94% |
| Six Months | 17.09% |
| Nine Months | 13.60% |
| One Year | 19.62% |
| Three Years | 10.96% |
| Five Years | 47.82% |
| Ten Years | 88.05% |
| YTD | 7.86% |
| Since Inception | 368.47% |
Yearly Returns
| 2024 | 7.86% |
|---|---|
| 2023 | 17.09% |
| 2022 | -14.07% |
| 2021 | 15.01% |
| 2020 | 8.64% |
| 2019 | 21.44% |
| 2018 | -9.03% |
| 2017 | 16.59% |
| 2016 | 8.03% |
| 2015 | -3.49% |
Risk against SP-DA
| Alpha | -5.01% |
|---|---|
| Beta | 0.84 |
| Correlation | 97.19% |
| Downside Deviation | 2.62% |
| Coefficient of determination | 94.46% |
| Standard Deviation | 2.91% |
| Sharpe Ratio | -0.85 |
| Sortino | -3.28 |
| Treynor | 16.93 |
| Ulcer Index | 3.14 |
| Ulcer Performance Index | -2.74 |