Franklin Balanced's market value is the price at which a share of Franklin Balanced trades on a public exchange. It measures the collective expectations of Franklin Balanced Fund investors about its performance. Franklin Balanced is trading at 13.34 as of the 25th of January 2026; that is 0.07% up since the beginning of the trading day. The fund's open price was 13.33. With this module, you can estimate the performance of a buy and hold strategy of Franklin Balanced Fund and determine expected loss or profit from investing in Franklin Balanced over a given investment horizon. Check out Franklin Balanced Correlation, Franklin Balanced Volatility and Franklin Balanced Alpha and Beta module to complement your research on Franklin Balanced.
Please note, there is a significant difference between Franklin Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Balanced is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Balanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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.
0.00
10/27/2025
No Change 0.00
0.0
In 3 months and 1 day
01/25/2026
0.00
If you would invest 0.00 in Franklin Balanced on October 27, 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 Pany. 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.
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.
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Franklin Balanced. Your research has to be compared to or analyzed against Franklin Balanced's peers to derive any actionable benefits. When done correctly, Franklin Balanced's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Franklin Balanced.
Franklin Balanced January 25, 2026 Technical Indicators
At this stage we consider Franklin Mutual Fund to be very steady. Franklin Balanced secures Sharpe Ratio (or Efficiency) of 0.19, which denotes the fund had a 0.19 % 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 Downside Deviation of 0.3118, semi deviation of 0.1098, and Mean Deviation of 0.2602 to check if the risk estimate we provide is consistent with the expected return of 0.066%. The fund shows a Beta (market volatility) of 0.33, which means possible diversification benefits within a given portfolio. 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
0.77
Good predictability
Franklin Balanced Fund has good predictability. Overlapping area represents the amount of predictability between Franklin Balanced time series from 27th of October 2025 to 11th of December 2025 and 11th of December 2025 to 25th of January 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 0.77 indicates that around 77.0% of current Franklin Balanced price fluctuation can be explain by its past prices.
Correlation Coefficient
0.77
Spearman Rank Test
0.66
Residual Average
0.0
Price Variance
0.02
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.