Franklin US Opportunities Fund W(acc)

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage5 star
10-Year*HighAbove Average4 star
Overall*HighAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Franklin US Opportunities Fund W(acc)
  • Russell 3000 TR USD
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev18.52 %
3-Yr Mean Return18.37 %
 
3-Yr Sharpe Ratio0.89
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 Russell 3000 TR USD  MSCI USA Growth NR USD
3-Yr Beta0.930.97
3-Yr Alpha2.30-3.26
 
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* This share class has performance data calculated prior to the inception date, 2012-05-31. This is based upon a simulated/extended track record, using the track record of Franklin US Opportunities A Acc (ISIN: GB00B3KD9P78), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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