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Franklin Moderate Allocation Fund (FMTZX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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15.40

-0.04

(-0.28%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★

Number of years up13

Number of years down5

Best 1-yr total return (26 June 2024)24.97%

Worst 1-yr total return (26 June 2024)N/A

Risk statistics

3 years

FMTZXCategory average

5 years

FMTZXCategory average

10 years

FMTZXCategory average

Alpha

1.64-0.01

0.82-0.01

0.28-0

BETA

0.990.01

0.970.01

0.990.01

Mean annual return

0.290.01

0.650.01

0.520.01

R-squared

96.670.93

97.110.92

96.480.92

Standard deviation

12.610.13

12.230.1

10.080.09

Sharpe ratio

0.020.01

0.450.01

0.460.01

Treynor ratio

-0.590.09

5.170.09

4.340.07