Morningstar® Investment Profile™   Morningstar®
for Print
Franklin Small Cap Value VIP 2
Release date as of 2022-07-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Number of
3-Year Average Below Avg 440
5-Year Average Below Avg 412
10-Year Above Avg Below Avg 316
Overall Above Avg Below Avg 440
Morningstar Category: Small Value | Number of Funds in Category: 440
Data through 2022-07-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
  Volatility Measurements
Standard Deviation 24.43
Mean 9.66
Sharpe Ratio 0.48
Trailing 3-Yr as of 2022-07-31
  Modern Portfolio Theory Statistics
Best Fit Index
Morningstar US Sml Brd Val Ext TR USD
R-Squared 96
Beta 0.86
Alpha -0.06
Trailing 3-Yr as of 2022-07-31
  Principal Risks   
Foreign Securities, Loss of Money, Not FDIC Insured, Value Investing, Active Management, Market/Market Volatility, Industry and Sector Investing, Other, Small Cap, Financials Sector, Real Estate/REIT Sector, Technology Sector
Show Risk Definitions
  Investment Risks
Small Cap Funds: Smaller companies typically have higher risk of failure, and are not as well established as larger blue-chip companies. Historically, the smaller company stocks have experienced a greater degree of market volatility than the overall market average.
Show Data Definitions

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