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Franklin Multi-asset Conservative Growth Fund Class C: (MF: SCBCX)
(NASDAQ Mutual Funds) As of Jun 3, 2024 08:00 PM ET
$15.22 USD
+0.01 (0.07%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.76 | 38 |
| 3 months | 2.19 | 45 |
| 6 months | 14.80 | 40 |
| 1 Year | 10.00 | 48 |
| 3 Year | 0.94 | 56 |
| 5 Year | 4.44 | 68 |
| 10 Year | 4.25 | 66 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 49.15 |
| Bear Market (10/07 - 2/09) | -36.70 |
| Bull Market (2/09 - 3/21) | 230.83 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 12.49 |
| 5 Year | 5.30 |
| 10 Year | 4.50 |
| Since Inception | 4.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.38 | NA | NA | NA |
| 2023 | 4.12 | 3.07 | -4.01 | 8.97 |
| 2022 | -5.17 | -10.36 | -5.56 | 6.68 |
| 2021 | 2.34 | 4.64 | -1.10 | 3.21 |
| 2020 | -14.34 | 11.81 | 4.28 | 8.67 |
| 2019 | 7.60 | 2.30 | 0.28 | 5.00 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.76 | 12.26 | -14.36 | 9.31 | 8.55 | 15.90 | -5.59 | 11.89 | 6.31 | -2.31 | 3.73 |
| % Total Return Rel to Index | -3.28 | -13.98 | 3.84 | -19.36 | -9.85 | -15.58 | -1.19 | -9.90 | -5.61 | -3.70 | -9.91 |
| % Total Return Rel to Peer | 0.51 | -0.89 | -1.39 | -2.18 | -2.13 | -1.29 | 0.90 | -1.56 | 0.04 | 0.04 | -0.34 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 4.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 4.00 | 4.00 |
| % Dividends | 0.00 | 0.16 | 0.14 | 0.37 | 0.14 | 0.17 | 0.21 | 0.14 | 0.17 | 0.14 | 0.18 |
| % Yield | 0.00 | 1.04 | 0.96 | 2.13 | 0.86 | 1.09 | 1.48 | 0.86 | 1.13 | 0.91 | 1.18 |
| Capital Gains ($) | 0.00 | 0.22 | 0.65 | 0.47 | 0.42 | 0.47 | 0.46 | 0.98 | 0.29 | 0.71 | 0.00 |
| Expense Ratio | 1.18 | 1.26 | 1.20 | 1.21 | 1.19 | 1.20 | 1.19 | 1.23 | 1.23 | 1.22 | 1.25 |
* 1 = Top 20%, 5 = Bottom 20%