Nasdaq - Delayed Quote USD

Franklin Multi-Asset Conservative Gr A (SBBAX)

15.10
+0.05
+(0.33%)
At close: 6:52:48 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.94%
5y Average Return 7.10%
Number of Years Up 22
Number of Years Down 6
Best 1Y Total Return (Jun 2, 2025) 16.74%
Worst 1Y Total Return (Jun 2, 2025) --
Best 3Y Total Return 16.74%
Worst 3Y Total Return 1.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SBBAX
Category
YTD
-0.55%
9.69%
1-Month
0.07%
0.91%
3-Month
-2.94%
5.21%
1-Year
8.68%
27.06%
3-Year
6.26%
11.00%
5-Year
7.33%
10.26%
10-Year
5.32%
8.34%
Last Bull Market
12.27%
15.58%
Last Bear Market
-10.13%
-12.16%

Annual Total Return (%) History

Year
SBBAX
Category
2025
--
--
2024
11.28%
--
2023
13.02%
--
2022
-13.63%
--
2021
10.14%
--
2020
9.29%
11.72%
2019
16.74%
19.23%
2018
-4.80%
-5.76%

2017
12.73%
13.21%
2016
7.07%
7.34%
2015
-1.53%
-1.93%
2014
4.42%
6.21%
2013
14.82%
16.48%
2012
12.66%
11.72%
2011
0.70%
-0.11%
2010
13.89%
11.83%
2009
31.57%
24.13%
2008
-27.51%
-28.00%
2007
2.87%
5.99%
2006
7.89%
11.29%
2005
2.18%
5.13%
2004
7.17%
8.86%
2003
19.46%
20.35%
2002
-7.51%
-12.02%
2001
-1.41%
-5.05%
2000
4.68%
1.82%
1999
7.35%
10.71%
1998
8.84%
13.52%
1997
12.78%
19.63%
1996
--
13.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.62% -- -- --
2024 5.66% 0.70% 5.48% -0.85%
2023 4.33% 3.28% -3.94% 9.19%
2022 -5.00% -10.13% -5.35% 6.88%
2021 2.59% 4.82% -0.89% 3.35%
2020 -14.20% 12.04% 4.48% 8.81%
2019 7.77% 2.52% 0.53% 5.10%
2018 -0.41% 0.14% 2.59% -6.95%
2017 3.88% 2.59% 2.70% 3.00%
2016 1.17% 1.94% 3.36% 0.45%

2015 1.57% -0.27% -4.87% 2.19%
2014 2.17% 3.01% -1.47% 0.69%
2013 5.20% -0.21% 4.14% 5.02%
2012 7.80% -1.61% 4.84% 1.31%
2011 4.01% 0.40% -9.84% 6.96%
2010 4.75% -5.70% 8.44% 6.31%
2009 -4.58% 16.49% 13.87% 3.95%
2008 -5.87% -1.08% -8.79% -14.64%
2007 1.18% 2.87% 0.49% -1.64%
2006 1.33% -1.80% 4.29% 3.97%
2005 -2.39% 1.48% 2.09% 1.04%
2004 2.33% -0.83% -0.13% 5.74%
2003 -0.21% 9.24% 2.03% 7.40%
2002 -0.10% -5.14% -7.30% 5.28%
2001 -2.07% 1.88% -6.01% 5.13%
2000 3.43% -0.53% 1.58% 0.16%
1999 0.94% 3.13% -2.69% 5.98%
1998 5.51% 1.01% -5.18% 7.71%
1997 0.53% 7.29% 4.44% 0.12%
1996 2.27% 1.81% 4.82% --

Rank in Category (By Total Return)

YTD 38
1-Month 40
3-Month 36
1-Year 46
3-Year 58
5-Year 84

Load Adjusted Returns

1-Year 2.70%
3-Year 4.28%
5-Year 6.12%
10-Year 4.72%

Performance & Risk

YTD Return 2.94%
5y Average Return 7.10%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Franklin Templeton Investments
Net Assets 278.8M
YTD Return -0.55%
Yield 2.54%
Morningstar Rating
Inception Date Jun 02, 2014

Fund Summary

The fund is a fund of funds—it invests in other mutual funds and may also invest in exchange-traded funds (“ETFs”). It organizes its investments in underlying funds into two main asset classes: the equity class and the fixed income class. The portfolio managers will allocate between 35% to 65% of the fund's assets to underlying funds that invest in equity and equity-like strategies and between 35% to 65% of the fund's assets to underlying funds that invest in fixed income strategies.

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