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Franklin S&P 500 Index A (SBSPX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 31.69%
Worst 1Y Total Return --
Number of Years Up 20
Number of Years Down 6

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

Risk Statistics

3 Years 5 Years 10 Years
SBSPXCategory AverageSBSPXCategory AverageSBSPXCategory Average
Alpha -0.56 -0.01 -0.5 -0.01 -0.54 -0.01
BETA 1 0.01 1 0.01 1 0.01
Mean Annual Return 1.03 0.01 1.28 0.01 1.03 0.01
R-squared 100 0.94 100 0.95 100 0.95
Standard Deviation 16.39 0.17 16.11 0.19 15.38 0.15
Sharpe Ratio 0.47 0 0.78 0.01 0.67 0.01
Treynor Ratio 6.84 0.03 12.18 0.1 9.72 0.1

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