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Franklin Global Equity C (SILLX)
23.29
-0.41
(-1.73%)
At close: 8:02:13 PM EDT
Fund Summary
The fund invests primarily in the common stock of U.S. and non-U.S. issuers. Under normal circumstances, it invests at least 80% of its assets in equity and equity-related securities. Equity securities include exchange-traded and over-the-counter (OTC) common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other investment companies and of real estate investment trusts ("REITs").
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.66% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -5.10% |
| 5y Average Return | 14.63% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SILLX | Category Average | SILLX | Category Average | SILLX | Category Average | |
| Alpha | 1.77 | -0.01 | 1.56 | -0.01 | 0.02 | -0 |
| BETA | 1.04 | 0.01 | 1.02 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.82 | 0.01 | 1.44 | 0.01 | 0.81 | 0.01 |
| R-squared | 95.34 | 0.95 | 95.73 | 0.93 | 95.21 | 0.91 |
| Standard Deviation | 17.24 | 0.18 | 16.47 | 0.15 | 15.4 | 0.15 |
| Sharpe Ratio | 0.31 | 0.01 | 0.88 | 0.01 | 0.5 | 0.01 |
| Treynor Ratio | 4.02 | 0.12 | 14.07 | 0.12 | 6.82 | 0.09 |
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