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FCMRX: Franklin Mutual Recovery C (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/14/2004 |
| Last Dividend Date: | 12/10/2014 |
| 12-Mo. Yield | 3.03% |
| Expenses | 2.95% |
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Performance Analytics (As of 09/03/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/14/2004 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -14.8 | 4.6 | 2.7 | -1.9 | -1.0 | -6.3 | -5.3 | 23.0 | 13.9 | -12.8 | 4.7 | 26.1 | -42.9 | -6.5 | 11.0 | 0.3 | 5.0 |
| Sharpe Ratio | NA | -1.85 | 0.63 | 0.29 | -0.2 | -0.15 | -1.51 | -0.68 | 3.36 | 1.94 | -0.89 | 0.4 | 1.49 | -1.63 | -0.87 | 1.07 | -0.29 | 0.76 |
| Draw Down(%) | NA | 16.3 | 17.8 | 20.2 | 60.0 | 60.0 | 10.5 | 13.3 | 3.8 | 6.3 | 20.2 | 11.1 | 19.5 | 48.5 | 17.9 | 6.1 | 5.8 | 5.0 |
| Standard Deviation(%) | NA | 8.0 | 7.1 | 9.3 | 13.3 | 12.7 | 6.0 | 7.7 | 6.8 | 7.2 | 14.5 | 11.6 | 17.5 | 26.8 | 10.9 | 7.3 | 6.5 | 7.9 |
| Treynor Ratio | NA | -0.23 | 0.06 | 0.03 | -0.03 | -0.02 | -0.18 | -0.07 | 0.28 | 0.17 | -0.13 | 0.05 | 0.27 | -0.41 | -0.11 | 0.11 | -0.04 | 0.21 |
| Alpha | NA | -0.06 | -0.01 | -0.02 | -0.03 | -0.03 | -0.03 | -0.05 | 0.03 | 0.02 | -0.07 | -0.03 | 0.02 | -0.11 | -0.05 | 0.01 | -0.01 | 0.01 |
| Beta | NA | 0.64 | 0.74 | 0.85 | 0.96 | 0.93 | 0.52 | 0.81 | 0.83 | 0.81 | 0.96 | 0.91 | 0.97 | 1.07 | 0.89 | 0.7 | 0.45 | 0.28 |
| RSquared | NA | 0.44 | 0.56 | 0.66 | 0.76 | 0.73 | 0.52 | 0.49 | 0.7 | 0.68 | 0.82 | 0.69 | 0.84 | 0.87 | 0.57 | 0.42 | 0.21 | 0.06 |
| Yield(%) | N/A | 3.0 | 2.1 | 2.7 | 2.8 | N/A | 0.0 | 3.2 | 2.1 | 0.0 | 2.6 | 4.5 | 0.6 | 0.9 | 7.2 | 6.5 | 5.6 | 5.8 |
| Dividend Growth(%) | N/A | 81.7 | -19.8 | -45.0 | N/A | N/A | -100.0 | 81.7 | N/A | -100.0 | -41.7 | 819.1 | -59.1 | -88.5 | 23.1 | 15.9 | 2.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/14/2004
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See Moderate Allocation Asset Class Trend Rankings |
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