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Franklin Multi-Asset Conservative Gr A (SBBAX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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13.94

+0.13

(+0.94%)

At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1

Year-to-date return1.75%

5-year average return5.01%

Number of years up21

Number of years down6

Best 1-yr total return (30 Apr 2024)31.57%

Worst 1-yr total return (30 Apr 2024)N/A

Best 3-yr total return31.57%

Worst 3-yr total return1.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.

ReturnSBBAXCategory

YTD5.66%9.69%

1-month2.42%0.91%

3-month5.66%5.21%

1-year14.47%27.06%

3-year3.46%11.00%

5-year6.11%10.26%

10-year5.30%8.34%

Last bull market20.14%15.58%

Last bear market-10.13%-12.16%

Annual total return (%) history

Year

SBBAXCategory

2024

N/AN/A

2023

13.02%N/A

2022

-13.63%N/A

2021

10.14%N/A

2020

9.29%11.72%

2019

16.74%19.23%

2018

-4.80%-5.76%

2017

12.73%13.21%

2016

7.07%7.34%

2015

-1.53%-1.93%

2014

4.42%6.21%

2013

14.82%16.48%

2012

12.66%11.72%

2011

0.70%-0.11%

2010

13.89%11.83%

2009

31.57%24.13%

2008

-27.51%-28.00%

2007

2.87%5.99%

2006

7.89%11.29%

2005

2.18%5.13%

2004

7.17%8.86%

2003

19.46%20.35%

2002

-7.51%-12.02%

2001

-1.41%-5.05%

2000

4.68%1.82%

1999

7.35%10.71%

1998

8.84%13.52%

1997

12.78%19.63%

1996

N/A13.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4

20245.66%N/AN/AN/A

20234.33%3.28%-3.94%9.19%

2022-5.00%-10.13%-5.35%6.88%

20212.59%4.82%-0.89%3.35%

2020-14.20%12.04%4.48%8.81%

20197.77%2.52%0.53%5.10%

2018-0.41%0.14%2.59%-6.95%

20173.88%2.59%2.70%3.00%

20161.17%1.94%3.36%0.45%

20151.57%-0.27%-4.87%2.19%

20142.17%3.01%-1.47%0.69%

20135.20%-0.21%4.14%5.02%

20127.80%-1.61%4.84%1.31%

20114.01%0.40%-9.84%6.96%

20104.75%-5.70%8.44%6.31%

2009-4.58%16.49%13.87%3.95%

2008-5.87%-1.08%-8.79%-14.64%

20071.18%2.87%0.49%-1.64%

20061.33%-1.80%4.29%3.97%

2005-2.39%1.48%2.09%1.04%

20042.33%-0.83%-0.13%5.74%

2003-0.21%9.24%2.03%7.40%

2002-0.10%-5.14%-7.30%5.28%

2001-2.07%1.88%-6.01%5.13%

20003.43%-0.53%1.58%0.16%

19990.94%3.13%-2.69%5.98%

19985.51%1.01%-5.18%7.71%

19970.53%7.29%4.44%0.12%

19962.27%1.81%4.82%N/A

Rank in category (by total return)

YTD38

1-month53

3-month38

1-year54

3-year61

5-year79

Load adjusted returns

1-year8.17%

3-year1.53%

5-year4.91%

10-year4.71%