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Franklin Multi-Asset Growth A (SCHAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.46+0.07 (+0.40%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.10%
5-year average return8.60%
Number of years up19
Number of years down8
Best 1-yr total return (2 July 2024)31.50%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return31.50%
Worst 3-yr total return3.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSCHAXCategory
YTD10.15%13.38%
1-month1.47%1.16%
3-month1.35%6.75%
1-year16.61%40.77%
3-year4.59%13.59%
5-year8.68%13.52%
10-year6.55%10.48%
Last bull market22.58%21.11%
Last bear market-12.29%-19.34%

Annual total return (%) history

Year
SCHAXCategory
2024
N/AN/A
2023
17.09%N/A
2022
-14.07%N/A
2021
17.07%N/A
2020
8.63%15.41%
2019
21.44%24.78%
2018
-9.04%-9.27%
2017
16.59%18.41%
2016
8.02%8.45%
2015
-2.64%-1.74%
2014
4.11%5.50%
2013
25.96%26.84%
2012
15.25%15.29%
2011
-2.88%-4.13%
2010
15.16%14.83%
2009
31.50%30.03%
2008
-37.54%-38.64%
2007
2.95%7.48%
2006
8.96%14.66%
2005
5.50%7.75%
2004
10.18%12.45%
2003
36.33%30.32%
2002
-23.99%-19.14%
2001
-11.84%-7.34%
2000
-6.72%-0.06%
1999
27.46%25.27%
1998
15.52%14.49%
1997
12.46%19.54%
1996
N/A17.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.67%1.35%N/AN/A
20235.22%5.11%-3.72%9.96%
2022-4.55%-12.29%-6.12%9.35%
20217.17%5.82%-1.66%4.98%
2020-22.45%15.73%5.96%14.22%
201910.56%2.14%-0.33%7.90%
2018-0.66%0.26%3.43%-11.70%
20175.00%2.59%3.51%4.57%
20160.00%0.51%4.59%2.76%
20151.81%0.27%-8.18%3.86%
20141.98%3.33%-2.45%1.28%
20137.77%1.35%6.93%7.84%
201211.10%-4.01%6.11%1.84%
20115.41%-0.07%-16.01%9.77%
20105.11%-10.72%11.37%10.17%
2009-8.11%18.86%15.71%4.05%
2008-9.43%-1.00%-12.66%-20.25%
20070.74%5.74%0.42%-3.76%
20063.48%-3.88%3.90%5.44%
2005-4.37%1.77%6.30%1.98%
20043.19%0.00%-3.46%10.61%
2003-2.54%18.48%5.41%12.01%
2002-0.08%-12.89%-17.58%5.95%
2001-12.71%7.71%-18.84%15.53%
20004.89%-4.11%0.32%-7.56%
19993.14%7.23%-3.35%19.24%
199812.47%-0.34%-15.61%22.13%
1997-1.85%10.97%9.50%-5.70%
19962.07%0.59%1.66%N/A

Rank in category (by total return)

YTD25
1-month39
3-month39
1-year40
3-year13
5-year66

Load adjusted returns

1-year10.20%
3-year2.64%
5-year7.45%
10-year5.95%