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Franklin U.S. Low Duration Fund A(acc)USD

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearAverageAbove Average3 star
10-Year--Not Rated
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Franklin U.S. Low Duration Fund A(acc)USD
  • BBgBarc US Aggregate 1-3 Yr TR USD
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev7.68 %
3-Yr Mean Return0.57 %
 
3-Yr Sharpe Ratio0.01
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 BBgBarc US Aggregate 1-3 Yr TR USD  BBgBarc US Corporate High Yield TR USD
3-Yr Beta0.280.17
3-Yr Alpha-0.35-1.02
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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