SBCPX
Franklin Multi-Asset Defensive Growth-A
$12.90
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Conservative |
|---|---|
| Market Cap | 107.301M |
| 52 Week High | 12.9 |
| 52 Week Low | 11 |
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Key Data
| Symbol | SBCPX |
|---|---|
| Type | Mutual Fund |
| Category | Conservative |
| Price | 12.9 |
| Price Yesterday | 12.9 |
| Market Cap | 107.30 |
| YTD Return | 5.02% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0375 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0123 |
Overview
| 52 Week High | 12.90 |
|---|---|
| 52 Week Low | 11.00 |
| Market Cap | 107.30M |
| Shares Outstanding | 8.32M |
| Income Dividend Yield | 2.24% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.24% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 95.28% |
| One Months | 22.63% |
| Three Months | 8.85% |
| Six Months | 12.32% |
| Nine Months | 20.04% |
| One Year | 10.78% |
| Three Years | 0.39% |
| Five Years | 3.63% |
| Ten Years | 3.73% |
| YTD | 9.98% |
| Since Inception | 5.04% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.34% |
| One Month | 1.63% |
| Three Months | 2.11% |
| Six Months | 5.88% |
| Nine Months | 14.50% |
| One Year | 10.77% |
| Three Years | 1.17% |
| Five Years | 19.46% |
| Ten Years | 44.07% |
| YTD | 5.02% |
| Since Inception | 293.53% |
Yearly Returns
| 2024 | 5.02% |
|---|---|
| 2023 | 10.28% |
| 2022 | -13.81% |
| 2021 | 5.87% |
| 2020 | 8.67% |
| 2019 | 13.63% |
| 2018 | -3.39% |
| 2017 | 9.69% |
| 2016 | 6.31% |
| 2015 | -1.13% |
Risk against SP-DA
| Alpha | -8.54% |
|---|---|
| Beta | 0.6 |
| Correlation | 91.48% |
| Downside Deviation | 2.42% |
| Coefficient of determination | 83.68% |
| Standard Deviation | 2.10% |
| Sharpe Ratio | -2.46 |
| Sortino | -7.41 |
| Treynor | 9.04 |
| Ulcer Index | 2.93 |
| Ulcer Performance Index | -6.12 |