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Franklin Quotential Bal Growth Port OT (0P0000NFXM.TO)
As of August 28 at 4:00 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.87% |
| 5y Average Return | 7.63% |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Aug 28, 2024) | 28.36% |
| Worst 1Y Total Return (Aug 28, 2024) | -- |
| Best 3Y Total Return | 28.36% |
| Worst 3Y Total Return | 3.23% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000NFXM.TO
Category
- YTD
- 10.78%
- 0.00%
- 1-Month
- 2.92%
- 0.00%
- 3-Month
- 6.66%
- 0.00%
- 1-Year
- 15.75%
- 0.00%
- 3-Year
- 5.20%
- 0.00%
- 5-Year
- 7.51%
- 0.00%
- 10-Year
- 6.81%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000NFXM.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.08% | 1.46% | -- | -- |
| 2023 | 4.87% | 1.44% | -2.35% | 8.11% |
| 2022 | -5.03% | -9.21% | -0.00% | 4.44% |
| 2021 | 1.40% | 4.85% | 0.68% | 4.67% |
| 2020 | -9.70% | 11.77% | 4.10% | 5.29% |
| 2019 | 7.41% | 2.03% | 1.25% | 2.69% |
| 2018 | 0.05% | 1.72% | 0.53% | -5.46% |
| 2017 | 3.30% | 0.81% | 0.75% | 3.65% |
| 2016 | -2.77% | 1.37% | 4.67% | 1.39% |
| 2015 | 8.97% | -1.08% | -4.02% | 4.05% |
| 2014 | 3.69% | 1.98% | 1.79% | 2.03% |
| 2013 | 4.52% | 0.38% | 4.30% | 7.33% |
| 2012 | 4.81% | -3.62% | 3.75% | 3.90% |
| 2011 | 1.91% | -0.34% | -6.06% | 2.35% |
| 2010 | 2.68% | -3.05% | 7.80% | 4.48% |
| 2009 | -0.76% | 14.01% | 9.45% | 3.65% |
| 2008 | -2.63% | 0.28% | -10.91% | -12.39% |
| 2007 | -0.32% | -5.09% | -- | -- |
Rank in Category (By Total Return)
Rank in Category (By Total Return) Information Not Available
Load Adjusted Returns
| 1-Year | 15.75% |
| 3-Year | 5.20% |
| 5-Year | 7.51% |
| 10-Year | 6.81% |
Performance & Risk
| YTD Return | 10.87% |
| 5y Average Return | 7.63% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Franklin Templeton Investments Corp |
| Net Assets | 1.96B |
| YTD Return | 10.78% |
| Yield | 2.81% |
| Morningstar Rating | |
| Inception Date | Aug 19, 2002 |
Fund Summary
Fund Summary Information Not Available
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