Canada markets closed

Franklin Multi-Asset Moderate Growth I (LLAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
16.45-0.03 (-0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.06%
5-Year Average Return7.96%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Jun 27, 2024)31.99%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return31.99%
Worst 3-Yr Total Return2.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLLAIXCategory
YTD7.59%11.35%
1-Month3.92%0.99%
3-Month2.81%5.92%
1-Year19.36%32.83%
3-Year3.90%11.75%
5-Year8.79%11.53%
10-Year6.50%8.98%
Last Bull Market21.23%17.67%
Last Bear Market-11.23%-15.71%

Annual Total Return (%) History

Year
LLAIXCategory
2024
N/AN/A
2023
16.16%N/A
2022
-13.28%N/A
2021
14.31%N/A
2020
9.09%13.51%
2019
19.85%21.35%
2018
-6.80%-7.93%
2017
15.72%15.80%
2016
7.97%7.93%
2015
-1.74%-2.77%
2014
4.74%5.71%
2013
21.53%21.31%
2012
14.44%13.42%
2011
-0.88%-3.80%
2010
14.77%13.49%
2009
31.99%29.37%
2008
-33.09%-34.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.72%N/AN/AN/A
20235.00%4.62%-3.66%9.77%
2022-4.63%-11.23%-5.67%8.60%
20215.27%5.48%-1.29%4.30%
2020-19.02%14.16%5.36%11.99%
20199.36%2.40%0.07%6.96%
2018-0.37%0.25%3.18%-9.56%
20174.68%2.77%3.40%4.03%
20160.53%1.28%4.07%1.90%
20151.77%0.12%-6.65%3.30%
20142.12%3.38%-1.90%1.13%
20136.90%0.85%5.60%6.74%
20129.79%-2.82%5.67%1.50%
20114.84%0.22%-13.26%8.76%
20104.91%-8.46%10.25%8.41%
2009-6.65%18.06%14.93%4.21%
2008-7.42%-1.16%-10.83%-18.00%

Rank In Category (By Total Return)

YTD19
1-Month27
3-Month45
1-Year28
3-Year26
5-Year54

Load Adjusted Returns

1-Year19.36%
3-Year3.90%
5-Year8.79%
10-Year6.50%