Canada markets close in 2 hours 17 minutes

Franklin Multi-Asset Moderate Growth A (SCGRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
16.61-0.01 (-0.06%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.83%
5-Year Average Return7.51%
Number of Years Up19
Number of Years Down8
Best 1 Yr Total Return (Jun 30, 2024)31.68%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return31.68%
Worst 3-Yr Total Return2.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSCGRXCategory
YTD7.44%11.35%
1-Month3.94%0.99%
3-Month2.72%5.92%
1-Year19.04%32.83%
3-Year3.57%11.75%
5-Year8.44%11.53%
10-Year6.18%8.98%
Last Bull Market21.05%17.67%
Last Bear Market-11.36%-15.71%

Annual Total Return (%) History

Year
SCGRXCategory
2024
N/AN/A
2023
15.80%N/A
2022
-13.53%N/A
2021
13.98%N/A
2020
8.70%13.51%
2019
19.47%21.35%
2018
-7.02%-7.93%
2017
15.35%15.80%
2016
7.64%7.93%
2015
-2.09%-2.77%
2014
4.56%5.71%
2013
21.32%21.31%
2012
14.12%13.42%
2011
-1.06%-3.80%
2010
14.41%13.49%
2009
31.68%29.37%
2008
-33.13%-34.34%
2007
3.28%7.43%
2006
8.37%13.07%
2005
4.09%7.35%
2004
8.19%10.93%
2003
28.99%25.10%
2002
-18.34%-14.51%
2001
-10.07%-9.67%
2000
-4.83%-1.68%
1999
17.24%20.12%
1998
13.61%10.44%
1997
14.68%18.36%
1996
N/A18.35%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.63%N/AN/AN/A
20234.94%4.50%-3.76%9.72%
2022-4.64%-11.36%-5.76%8.55%
20215.22%5.43%-1.39%4.20%
2020-19.01%14.02%5.24%11.85%
20199.34%2.24%0.00%6.87%
2018-0.43%0.23%3.09%-9.63%
20174.58%2.69%3.32%3.96%
20160.46%1.20%3.97%1.83%
20151.58%0.08%-6.67%3.19%
20142.11%3.29%-1.94%1.11%
20136.86%0.78%5.57%6.71%
20129.65%-2.80%5.49%1.51%
20114.82%0.11%-13.28%8.72%
20104.89%-8.64%10.15%8.39%
2009-6.64%17.88%14.91%4.12%
2008-7.41%-1.20%-10.81%-18.03%
20071.35%4.21%0.28%-2.49%
20062.64%-2.92%3.78%4.80%
2005-3.55%1.97%4.29%1.48%
20042.46%-0.43%-2.21%8.43%
2003-1.57%15.07%3.63%9.90%
2002-0.54%-10.25%-13.25%5.45%
2001-9.45%4.30%-14.37%11.18%
20003.60%-4.22%1.22%-5.24%
19992.21%4.26%-3.66%14.19%
19989.69%0.57%-10.67%15.29%
1997-0.67%9.28%7.72%-1.93%
19962.09%1.20%3.56%N/A

Rank In Category (By Total Return)

YTD20
1-Month24
3-Month49
1-Year39
3-Year33
5-Year68

Load Adjusted Returns

1-Year12.50%
3-Year1.63%
5-Year7.22%
10-Year5.58%