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Franklin S&P 500 Index D (SBSDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.30+0.27 (+0.63%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.12%
5-year average return14.65%
Number of years up19
Number of years down6
Best 1-yr total return (1 Jul 2024)31.91%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return31.91%
Worst 3-yr total return7.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSBSDXCategory
YTD11.13%5.31%
1-month4.94%-4.19%
3-month3.83%3.90%
1-year27.75%20.31%
3-year9.25%6.48%
5-year15.45%11.78%
10-year12.30%10.96%
Last bull market25.91%25.56%
Last bear market-16.02%-15.11%

Annual total return (%) history

Year
SBSDXCategory
2024
N/AN/A
2023
25.89%22.32%
2022
-18.26%-16.96%
2021
28.23%26.07%
2020
18.02%15.83%
2019
30.95%28.78%
2018
-4.75%-6.27%
2017
21.42%20.44%
2016
11.57%10.37%
2015
1.02%-1.07%
2014
13.23%10.96%
2013
31.91%31.50%
2012
15.63%14.96%
2011
1.77%-1.27%
2010
14.71%14.01%
2009
26.23%28.17%
2008
-37.30%-37.79%
2007
5.22%6.16%
2006
15.66%14.17%
2005
4.47%5.88%
2004
10.39%10.02%
2003
28.29%27.05%
2002
-22.31%-22.25%
2001
-12.19%-13.50%
2000
-9.20%-6.31%
1999
20.29%20.16%
1998
N/A22.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.43%N/AN/AN/A
20237.41%8.67%-3.35%11.59%
2022-4.69%-16.02%-4.97%7.46%
20216.08%8.43%0.47%10.96%
2020-19.67%20.43%8.85%12.07%
201913.53%4.20%1.55%9.00%
2018-0.87%3.34%7.59%-13.58%
20176.02%2.97%4.43%6.52%
20161.32%2.31%3.76%3.72%
20150.91%0.19%-6.59%6.96%
20141.76%5.10%1.00%4.82%
201310.56%2.83%5.13%10.37%
201212.50%-2.80%6.25%-0.49%
20115.90%0.00%-13.96%11.69%
20105.32%-11.54%11.24%10.68%
2009-10.98%15.90%15.47%5.95%
2008-9.51%-2.76%-8.61%-22.02%
20070.55%6.18%2.01%-3.40%
20064.42%-1.51%5.53%6.57%
2005-2.20%1.16%3.53%1.98%
20041.59%1.65%-2.04%9.13%
2003-3.14%15.26%2.53%12.07%
20020.26%-13.54%-17.24%8.30%
2001-11.87%5.59%-14.69%10.61%
20002.20%-2.64%-1.01%-7.81%
19994.75%6.80%-6.26%14.71%
199821.50%N/AN/AN/A

Rank in category (by total return)

YTD36
1-month28
3-month34
1-year46
3-year27
5-year32

Load adjusted returns

1-year27.75%
3-year9.25%
5-year15.45%
10-year12.30%