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FFABX: Franklin Templeton Founding Allc B (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/19/2003 |
| Last Dividend Date: | 12/28/2012 |
| 12-Mo. Yield | 1.88% |
| Expenses | 1.81% |
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Performance Analytics (As of 04/12/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/19/2003 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -20.3 | -4.7 | -4.5 | 1.2 | -26.7 | 15.9 | -2.8 | 10.1 | 30.1 | -38.1 | 2.4 | 18.5 | 5.6 | 13.0 | 5.3 |
| Sharpe Ratio | NA | -0.55 | -0.19 | -0.19 | 0.0 | -1.01 | 1.47 | -0.15 | 0.76 | 1.62 | -1.36 | -0.06 | 2.21 | 0.59 | 1.94 | 14.45 |
| Draw Down(%) | NA | 30.5 | 30.5 | 49.6 | 53.7 | 30.5 | 10.2 | 19.6 | 11.9 | 23.6 | 47.3 | 9.0 | 6.3 | 4.8 | 5.8 | 0.5 |
| Standard Deviation(%) | NA | 36.6 | 24.9 | 24.5 | 18.7 | 66.6 | 10.8 | 18.6 | 13.3 | 18.5 | 28.5 | 10.5 | 6.9 | 5.8 | 6.2 | 4.1 |
| Treynor Ratio | NA | -0.13 | -0.04 | -0.04 | 0.0 | -0.25 | 0.12 | -0.02 | 0.09 | 0.29 | -0.34 | -0.01 | 0.17 | 0.05 | 0.18 | 1.75 |
| Alpha | NA | -0.14 | -0.06 | -0.04 | -0.02 | -0.64 | 0.0 | -0.03 | -0.02 | 0.03 | -0.07 | -0.01 | 0.03 | 0.01 | 0.02 | 0.14 |
| Beta | NA | 1.52 | 1.29 | 1.18 | 1.12 | 2.72 | 1.34 | 1.3 | 1.12 | 1.05 | 1.15 | 1.05 | 0.9 | 0.7 | 0.66 | 0.34 |
| RSquared | NA | 0.12 | 0.38 | 0.6 | 0.6 | 0.08 | 0.81 | 0.91 | 0.81 | 0.88 | 0.9 | 0.84 | 0.75 | 0.62 | 0.54 | 0.26 |
| Yield(%) | N/A | 1.9 | 2.7 | 2.4 | N/A | 0.0 | 2.0 | 2.8 | 3.3 | 4.1 | 4.3 | 5.8 | 6.4 | 3.8 | 2.2 | 0.0 |
| Dividend Growth(%) | N/A | -32.9 | -44.3 | N/A | N/A | -100.0 | -32.9 | -10.1 | -1.2 | -41.9 | -29.1 | -0.6 | 76.9 | 86.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2003
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See Aggressive Allocation Asset Class Trend Rankings |
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