SCGRX
Franklin Multi-Asset Moderate Growth-A
$16.82
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 501.088M |
| 52 Week High | 16.82 |
| 52 Week Low | 13.407 |
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Key Data
| Symbol | SCGRX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 16.82 |
| Price Yesterday | 16.82 |
| Market Cap | 501.09 |
| YTD Return | 10.20% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.055 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0112 |
Overview
| 52 Week High | 16.82 |
|---|---|
| 52 Week Low | 13.41 |
| Market Cap | 501.09M |
| Shares Outstanding | 29.79M |
| Income Dividend Yield | 1.41% |
| Long Term Dividend Yield | 1.38% |
| Short Term Dividend Yield | 0.18% |
| 52 Week Yield (All) | 2.97% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 88.48% |
| One Months | 31.68% |
| Three Months | 13.09% |
| Six Months | 23.47% |
| Nine Months | 29.07% |
| One Year | 17.89% |
| Three Years | 4.18% |
| Five Years | 7.46% |
| Ten Years | 6.08% |
| YTD | 20.74% |
| Since Inception | 5.54% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.26% |
| One Month | 2.21% |
| Three Months | 3.07% |
| Six Months | 10.92% |
| Nine Months | 20.82% |
| One Year | 17.87% |
| Three Years | 13.00% |
| Five Years | 43.17% |
| Ten Years | 80.14% |
| YTD | 10.20% |
| Since Inception | 355.33% |
Yearly Returns
| 2024 | 10.20% |
|---|---|
| 2023 | 15.80% |
| 2022 | -13.53% |
| 2021 | 12.06% |
| 2020 | 8.69% |
| 2019 | 19.47% |
| 2018 | -7.02% |
| 2017 | 15.35% |
| 2016 | 7.64% |
| 2015 | -2.08% |
Risk against SP-DA
| Alpha | -5.93% |
|---|---|
| Beta | 0.79 |
| Correlation | 96.48% |
| Downside Deviation | 2.77% |
| Coefficient of determination | 93.09% |
| Standard Deviation | 2.64% |
| Sharpe Ratio | -1.19 |
| Sortino | -3.9 |
| Treynor | 15.83 |
| Ulcer Index | 3.05 |
| Ulcer Performance Index | -3.55 |