SCHAX
Franklin Multi-Asset Growth Fund A
$17.46
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Aggressive |
|---|---|
| Market Cap | 846.408M |
| 52 Week High | 17.46 |
| 52 Week Low | 13.683 |
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Key Data
| Symbol | SCHAX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 17.46 |
| Price Yesterday | 17.46 |
| Market Cap | 846.41 |
| YTD Return | 11.55% |
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 | 17.46 |
|---|---|
| 52 Week Low | 13.68 |
| Market Cap | 846.41M |
| Shares Outstanding | 48.48M |
| Income Dividend Yield | 1.01% |
| Long Term Dividend Yield | 2.15% |
| Short Term Dividend Yield | 0.18% |
| 52 Week Yield (All) | 3.34% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 89.59% |
| One Months | 34.05% |
| Three Months | 14.40% |
| Six Months | 26.34% |
| Nine Months | 31.37% |
| One Year | 19.68% |
| Three Years | 4.95% |
| Five Years | 8.52% |
| Ten Years | 6.44% |
| YTD | 23.63% |
| Since Inception | 5.75% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.28% |
| One Month | 2.35% |
| Three Months | 3.36% |
| Six Months | 12.18% |
| Nine Months | 22.41% |
| One Year | 19.66% |
| Three Years | 15.50% |
| Five Years | 50.34% |
| Ten Years | 86.34% |
| YTD | 11.55% |
| Since Inception | 384.60% |
Yearly Returns
| 2024 | 11.55% |
|---|---|
| 2023 | 17.09% |
| 2022 | -14.07% |
| 2021 | 15.02% |
| 2020 | 8.63% |
| 2019 | 21.44% |
| 2018 | -9.03% |
| 2017 | 16.59% |
| 2016 | 8.01% |
| 2015 | -3.48% |
Risk against SP-DA
| Alpha | -5.44% |
|---|---|
| Beta | 0.85 |
| Correlation | 96.80% |
| Downside Deviation | 2.80% |
| Coefficient of determination | 93.71% |
| Standard Deviation | 2.81% |
| Sharpe Ratio | -0.93 |
| Sortino | -3.22 |
| Treynor | 16.91 |
| Ulcer Index | 3.13 |
| Ulcer Performance Index | -2.89 |