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Franklin S&P 500 Index A (SBSPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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43.29+0.24 (+0.56%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.25%
5-Year Average Return14.53%
Number of Years Up19
Number of Years Down6
Best 1 Yr Total Return (Jul 4, 2024)31.69%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return31.69%
Worst 3-Yr Total Return7.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSBSPXCategory
YTD14.98%5.31%
1-Month3.54%-4.19%
3-Month4.15%3.90%
1-Year23.86%20.31%
3-Year9.48%6.48%
5-Year14.46%11.78%
10-Year12.24%10.96%
Last Bull Market25.84%25.56%
Last Bear Market-16.06%-15.11%

Annual Total Return (%) History

Year
SBSPXCategory
2024
N/AN/A
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
N/A22.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.40%4.15%N/AN/A
20237.38%8.60%-3.41%11.53%
2022-4.73%-16.06%-5.02%7.42%
20216.00%8.39%0.42%10.90%
2020-19.68%20.37%8.78%12.02%
201913.45%4.16%1.53%8.92%
2018-0.87%3.25%7.53%-13.61%
20175.91%2.94%4.33%6.49%
20161.23%2.33%3.69%3.69%
20150.87%0.10%-6.59%6.90%
20141.67%5.08%0.96%4.74%
201310.47%2.78%5.10%10.35%
201212.49%-2.88%6.22%-0.53%
20115.77%-0.07%-13.98%11.64%
20105.26%-11.53%11.21%10.61%
2009-11.04%15.85%15.47%5.93%
2008-9.56%-2.86%-8.59%-22.14%
20070.49%6.14%1.96%-3.42%
20064.12%-1.52%5.48%6.51%
2005-2.36%1.17%3.46%1.95%
20041.50%1.57%-2.05%9.14%
2003-3.25%15.06%2.54%12.09%
20020.17%-13.56%-17.38%8.35%
2001-11.96%5.52%-14.72%10.61%
20002.13%-2.71%-1.08%-7.82%
19994.68%6.74%-6.27%14.62%
19983.11%-10.15%21.43%N/A

Rank In Category (By Total Return)

YTD35
1-Month28
3-Month28
1-Year41
3-Year30
5-Year36

Load Adjusted Returns

1-Year23.86%
3-Year9.48%
5-Year14.46%
10-Year12.24%