Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FBLAX (FRANKLIN BALANCED FUND CLASS A) | -1.30% | 0.52% | 3.20% | 5.18% | 4.58% | 6.33% | NA | 5.51% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBLAX (FRANKLIN BALANCED FUND CLASS A) | 09/06/2006 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 09/06/2006.
AR inception is since 09/06/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 0.52 | 3.20 | 5.18 | 4.58 | 6.33 | NA | 5.51 | -1.30 | 3.36 | 7.63 | -7.21 | 11.14 | 4.68 | 17.89 | -3.16 | 8.42 | 11.97 | -2.85 | 7.47 | 13.11 | 12.57 | 3.22 | 14.76 | 37.58 | -32.82 | 4.16 | 5.46 |
| Sharpe Ratio | NA | -0.73 | -0.13 | 0.28 | 0.31 | NA | NA | 0.40 | -0.59 | -0.54 | 0.47 | -0.73 | 1.51 | 0.27 | 3.31 | -0.56 | 2.04 | 1.44 | -0.32 | 1.15 | 1.87 | 1.72 | 0.24 | 1.53 | 2.62 | -1.61 | 0.16 | 3.36 |
| Standard Deviation(%) | NA | 7.72 | 8.71 | 8.82 | 9.11 | NA | NA | 10.29 | 10.42 | 5.97 | 7.23 | 11.85 | 7.34 | 16.67 | 4.98 | 7.95 | 3.84 | 8.18 | 9.09 | 6.46 | 6.99 | 7.35 | 13.31 | 9.56 | 14.30 | 20.93 | 7.54 | 4.43 |
| Draw Down(%) | NA | 9.68 | 11.33 | 16.65 | 20.88 | NA | NA | 44.83 | 7.26 | 5.38 | 8.00 | 15.61 | 3.89 | 20.88 | 2.56 | 8.69 | 2.46 | 5.61 | 10.03 | 5.79 | 6.19 | 5.82 | 12.48 | 9.14 | 16.14 | 41.42 | 6.13 | 0.94 |
| Yield(%) | 0.00 | 2.70 | 3.80 | 4.16 | 4.46 | 5.52 | 4.41 | 4.90 | 0.00 | 4.25 | 4.55 | 3.71 | 3.82 | 3.71 | 7.85 | 4.05 | 4.92 | 4.82 | 3.11 | 4.56 | 4.95 | 5.04 | 3.66 | 3.65 | 5.19 | 3.66 | 5.47 | 1.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBLAX (FRANKLIN BALANCED FUND CLASS A) |
-4.18%
Jun 2007 - Jun 2010 |
1.77%
May 2007 - May 2012 |
4.41%
Oct 2013 - Oct 2023 |
4.48%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBLAX (FRANKLIN BALANCED FUND CLASS A) |
24.04%
Feb 2009 - Feb 2012 |
18.27%
Feb 2009 - Feb 2014 |
11.59%
Feb 2009 - Feb 2019 |
9.34%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart