Franklin Balanced Fund Market Value
| FBLAX Fund | USD 13.72 0.04 0.29% |
| Symbol | Franklin |
Franklin Balanced 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Franklin Balanced's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Franklin Balanced.
| 12/01/2025 |
| 03/01/2026 |
If you would invest 0.00 in Franklin Balanced on December 1, 2025 and sell it all today you would earn a total of 0.00 from holding Franklin Balanced Fund or generate 0.0% return on investment in Franklin Balanced over 90 days. Franklin Balanced is related to or competes with American Beacon, Cohen, Tiaa-cref Lifecycle, Baron Emerging, Baron Emerging, Putnam Small, and Large Company. The fund invests in a diversified portfolio of stocks and debt securities More
Franklin Balanced Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Franklin Balanced's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Franklin Balanced Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2854 | |||
| Information Ratio | 0.1202 | |||
| Maximum Drawdown | 1.24 | |||
| Value At Risk | (0.37) | |||
| Potential Upside | 0.6324 |
Franklin Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Franklin Balanced's standard deviation. In reality, there are many statistical measures that can use Franklin Balanced historical prices to predict the future Franklin Balanced's volatility.| Risk Adjusted Performance | 0.3131 | |||
| Jensen Alpha | 0.0947 | |||
| Total Risk Alpha | 0.0845 | |||
| Sortino Ratio | 0.122 | |||
| Treynor Ratio | 0.4587 |
Franklin Balanced March 1, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.3131 | |||
| Market Risk Adjusted Performance | 0.4687 | |||
| Mean Deviation | 0.2312 | |||
| Downside Deviation | 0.2854 | |||
| Coefficient Of Variation | 232.32 | |||
| Standard Deviation | 0.2897 | |||
| Variance | 0.0839 | |||
| Information Ratio | 0.1202 | |||
| Jensen Alpha | 0.0947 | |||
| Total Risk Alpha | 0.0845 | |||
| Sortino Ratio | 0.122 | |||
| Treynor Ratio | 0.4587 | |||
| Maximum Drawdown | 1.24 | |||
| Value At Risk | (0.37) | |||
| Potential Upside | 0.6324 | |||
| Downside Variance | 0.0814 | |||
| Semi Variance | (0.08) | |||
| Expected Short fall | (0.30) | |||
| Skewness | (0.12) | |||
| Kurtosis | (0.13) |
Franklin Balanced Backtested Returns
At this stage we consider Franklin Mutual Fund to be very steady. Franklin Balanced secures Sharpe Ratio (or Efficiency) of 0.43, which denotes the fund had a 0.43 % return per unit of standard deviation over the last 3 months. We have found twenty-seven technical indicators for Franklin Balanced Fund, which you can use to evaluate the volatility of the entity. Please confirm Franklin Balanced's Coefficient Of Variation of 232.32, downside deviation of 0.2854, and Mean Deviation of 0.2312 to check if the risk estimate we provide is consistent with the expected return of 0.12%. The fund shows a Beta (market volatility) of 0.25, which means not very significant fluctuations relative to the market. As returns on the market increase, Franklin Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Balanced is expected to be smaller as well.
Auto-correlation | 0.84 |
Very good predictability
Franklin Balanced Fund has very good predictability. Overlapping area represents the amount of predictability between Franklin Balanced time series from 1st of December 2025 to 15th of January 2026 and 15th of January 2026 to 1st of March 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Franklin Balanced price movement. The serial correlation of 0.84 indicates that around 84.0% of current Franklin Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.84 | |
| Spearman Rank Test | 0.96 | |
| Residual Average | 0.0 | |
| Price Variance | 0.04 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Franklin Mutual Fund
Franklin Balanced financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Balanced security.
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