Australia markets closed

Franklin Multi-Asset Growth R (LLLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
17.02+0.03 (+0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.09%
5-year average return8.58%
Number of years up6
Number of years down3
Best 1-yr total return (24 June 2024)21.05%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return21.05%
Worst 3-yr total return2.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLLLRXCategory
YTD8.40%13.38%
1-month4.10%1.16%
3-month2.96%6.75%
1-year20.81%40.77%
3-year3.81%13.59%
5-year9.25%13.52%
10-year6.33%10.48%
Last bull market22.46%21.11%
Last bear market-12.42%-19.34%

Annual total return (%) history

Year
LLLRXCategory
2024
N/AN/A
2023
16.71%N/A
2022
-14.32%N/A
2021
16.66%N/A
2020
8.20%15.41%
2019
21.05%24.78%
2018
-9.36%-9.27%
2017
16.32%18.41%
2016
7.73%8.45%
2015
-2.83%-1.74%
2014
N/A5.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.59%N/AN/AN/A
20235.14%5.03%-3.77%9.82%
2022-4.60%-12.42%-6.20%9.32%
20217.18%5.65%-1.74%4.85%
2020-22.54%15.62%5.95%14.04%
201910.47%2.02%-0.39%7.84%
2018-0.79%0.18%3.33%-11.75%
20174.97%2.55%3.41%4.50%
2016-0.06%0.44%4.54%2.66%
20151.82%0.22%-8.20%3.73%
2014-2.50%1.21%N/AN/A

Rank in category (by total return)

YTD25
1-month37
3-month60
1-year52
3-year37
5-year80

Load adjusted returns

1-year20.81%
3-year3.81%
5-year9.25%
10-year6.33%