Nasdaq - Delayed Quote USD

Franklin S&P 500 Index A (SBSPX)

45.58
+0.32
+(0.71%)
At close: 8:02:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.50%
5y Average Return 15.26%
Number of Years Up 20
Number of Years Down 6
Best 1Y Total Return (May 9, 2025) 31.69%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 31.69%
Worst 3Y Total Return 7.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SBSPX
Category
YTD
-5.09%
5.31%
1-Month
-0.74%
-4.19%
3-Month
-7.63%
3.90%
1-Year
11.51%
20.31%
3-Year
11.56%
6.48%
5-Year
15.03%
11.78%
10-Year
11.71%
10.96%
Last Bull Market
20.42%
25.56%
Last Bear Market
-16.06%
-15.11%

Annual Total Return (%) History

Year
SBSPX
Category
2025
--
--
2024
24.36%
--
2023
25.62%
22.32%
2022
-18.41%
-16.96%
2021
27.96%
26.07%
2020
17.81%
15.83%
2019
30.67%
28.78%
2018
-4.93%
-6.27%

2017
21.14%
20.44%
2016
11.37%
10.37%
2015
0.82%
-1.07%
2014
12.97%
10.96%
2013
31.69%
31.50%
2012
15.43%
14.96%
2011
1.49%
-1.27%
2010
14.56%
14.01%
2009
26.06%
28.17%
2008
-37.47%
-37.79%
2007
5.03%
6.16%
2006
15.20%
14.17%
2005
4.19%
5.88%
2004
10.21%
10.02%
2003
27.95%
27.05%
2002
-22.48%
-22.25%
2001
-12.37%
-13.50%
2000
-9.39%
-6.31%
1999
20.03%
20.16%
1998
--
22.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.38% -- -- --
2024 10.40% 4.15% 5.75% 2.28%
2023 7.38% 8.60% -3.41% 11.53%
2022 -4.73% -16.06% -5.02% 7.42%
2021 6.00% 8.39% 0.42% 10.90%
2020 -19.68% 20.37% 8.78% 12.02%
2019 13.45% 4.16% 1.53% 8.92%
2018 -0.87% 3.25% 7.53% -13.61%
2017 5.91% 2.94% 4.33% 6.49%
2016 1.23% 2.33% 3.69% 3.69%

2015 0.87% 0.10% -6.59% 6.90%
2014 1.67% 5.08% 0.96% 4.74%
2013 10.47% 2.78% 5.10% 10.35%
2012 12.49% -2.88% 6.22% -0.53%
2011 5.77% -0.07% -13.98% 11.64%
2010 5.26% -11.53% 11.21% 10.61%
2009 -11.04% 15.85% 15.47% 5.93%
2008 -9.56% -2.86% -8.59% -22.14%
2007 0.49% 6.14% 1.96% -3.42%
2006 4.12% -1.52% 5.48% 6.51%
2005 -2.36% 1.17% 3.46% 1.95%
2004 1.50% 1.57% -2.05% 9.14%
2003 -3.25% 15.06% 2.54% 12.09%
2002 0.17% -13.56% -17.38% 8.35%
2001 -11.96% 5.52% -14.72% 10.61%
2000 2.13% -2.71% -1.08% -7.82%
1999 4.68% 6.74% -6.27% 14.62%
1998 3.11% -10.15% 21.43% --

Rank in Category (By Total Return)

YTD 55
1-Month 52
3-Month 43
1-Year 33
3-Year 38
5-Year 42

Load Adjusted Returns

1-Year 11.51%
3-Year 11.56%
5-Year 15.03%
10-Year 11.71%

Performance & Risk

YTD Return -3.50%
5y Average Return 15.26%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Franklin Templeton Investments
Net Assets 584.92M
YTD Return -5.09%
Yield 0.81%
Morningstar Rating
Inception Date Aug 04, 1998

Fund Summary

The fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, included in the index. The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of large capitalization companies of the U.S. equities market.

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