FTCZX
Franklin Conservative Allocation-Adv
$13.85
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Conservative |
|---|---|
| Market Cap | 888.328M |
| 52 Week High | 13.85 |
| 52 Week Low | 11.714 |
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Key Data
| Symbol | FTCZX |
|---|---|
| Type | Mutual Fund |
| Category | Conservative |
| Price | 13.85 |
| Price Yesterday | 13.85 |
| Market Cap | 888.33 |
| YTD Return | 6.33% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0059 |
Overview
| 52 Week High | 13.85 |
|---|---|
| 52 Week Low | 11.71 |
| Market Cap | 888.33M |
| Shares Outstanding | 64.14M |
| Income Dividend Yield | 2.57% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.57% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 100.75% |
| One Months | 28.90% |
| Three Months | 12.49% |
| Six Months | 15.04% |
| Nine Months | 21.23% |
| One Year | 13.11% |
| Three Years | 1.15% |
| Five Years | 4.40% |
| Ten Years | 4.12% |
| YTD | 12.64% |
| Since Inception | 5.24% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.39% |
| One Month | 2.03% |
| Three Months | 2.94% |
| Six Months | 7.13% |
| Nine Months | 15.34% |
| One Year | 13.10% |
| Three Years | 3.47% |
| Five Years | 23.98% |
| Ten Years | 49.65% |
| YTD | 6.33% |
| Since Inception | 111.16% |
Yearly Returns
| 2024 | 6.33% |
|---|---|
| 2023 | 11.74% |
| 2022 | -15.07% |
| 2021 | 8.45% |
| 2020 | 9.58% |
| 2019 | 13.54% |
| 2018 | -3.20% |
| 2017 | 10.88% |
| 2016 | 4.69% |
| 2015 | -2.01% |
Risk against SP-DA
| Alpha | -6.09% |
|---|---|
| Beta | 0.59 |
| Correlation | 95.32% |
| Downside Deviation | 2.13% |
| Coefficient of determination | 90.86% |
| Standard Deviation | 2.00% |
| Sharpe Ratio | -2.25 |
| Sortino | -7.33 |
| Treynor | 13.05 |
| Ulcer Index | 2.38 |
| Ulcer Performance Index | -6.56 |