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Franklin Multi-Asset Defensive Growth C1 (SBCLX)

14.52
+0.04
+(0.28%)
At close: 8:02:11 PM EDT

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 is managed as an asset allocation program and allocates its assets among mutual funds and ETFs managed by the manager and its affiliates. The portfolio managers will allocate between 15% to 45% of the fund's assets to underlying funds that invest in equity and equity-like strategies and between 55% to 85% of the fund's assets to underlying funds that invest in fixed income strategies.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 12.97%
Worst 1Y Total Return --
Number of Years Up 23
Number of Years Down 5

Performance & Risk

YTD Return 2.09%
5y Average Return 3.92%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SBCLXCategory AverageSBCLXCategory AverageSBCLXCategory Average
Alpha -2.19 -0.01 -2.44 -0.01 -1.63 -0
BETA 0.82 0.01 0.78 0.01 0.75 0.01
Mean Annual Return 0.36 0.01 0.36 0.01 0.3 0.01
R-squared 96.97 0.92 95.29 0.91 94.62 0.91
Standard Deviation 10.04 0.1 9.01 0.08 7.75 0.07
Sharpe Ratio -0.04 0.01 0.17 0.01 0.21 0.01
Treynor Ratio -1.06 0.09 1.5 0.08 1.87 0.07

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