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FISCX: FRANKLIN CONVERTIBLE SECURITIES FUND CLASS A (MUTUAL FUND)
Basic Info 21.72 0.06(0.28%) April 17
| Asset Class: | Convertibles |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 08/13/1987 |
| Last Dividend Date: | 09/20/2024 |
| 12-Mo. Yield | 0.63% |
| Expenses | 1.57% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/13/1987 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | -5.6 | 5.0 | -0.6 | 2.1 | 5.3 | 6.8 | 6.6 | 7.8 | 12.0 | 8.4 | -22.0 | -11.4 | 32.3 | 23.9 | 4.2 | 18.0 | 7.8 | 0.8 | 4.3 | 23.2 | 13.4 | -5.6 | 20.9 | 49.7 | -35.5 | 0.5 | 12.2 | 7.1 | 16.3 | 35.4 | -15.9 | 1.0 | 15.2 | 21.2 | -7.0 | 20.3 | 16.3 | 17.8 | -7.4 | 19.4 | 16.2 | 33.6 | -5.7 | 12.2 | 11.3 | -12.1 |
| Sharpe Ratio | NA | -1.29 | -0.12 | -0.41 | -0.03 | 0.25 | NA | NA | 0.47 | 0.63 | 0.5 | -1.34 | -0.51 | 1.33 | 2.14 | 0.22 | 2.65 | 0.79 | 0.08 | 0.44 | 2.92 | 1.44 | -0.34 | 1.85 | 3.41 | -1.53 | -0.24 | 1.2 | 0.62 | 1.91 | 4.03 | -1.17 | -0.08 | 0.59 | 1.78 | -1.08 | 2.1 | 2.14 | 1.79 | -1.3 | 3.39 | 2.36 | 3.8 | -1.29 | 1.42 | 1.43 | -2.91 |
| Draw Down(%) | NA | 13.3 | 15.5 | 16.3 | 39.5 | 39.5 | NA | NA | 49.2 | 6.8 | 8.8 | 22.7 | 23.0 | 25.5 | 6.7 | 13.3 | 3.0 | 9.2 | 9.5 | 9.3 | 5.3 | 8.3 | 20.8 | 9.0 | 11.4 | 46.2 | 10.3 | 5.2 | 6.2 | 6.1 | 5.5 | 27.6 | 19.5 | 12.8 | 7.4 | 21.0 | 6.1 | 7.3 | 6.6 | 11.5 | 2.9 | 3.7 | 4.1 | 18.8 | 5.5 | 3.7 | 16.5 |
| Standard Deviation(%) | NA | 16.2 | 11.6 | 12.2 | 16.2 | 14.5 | NA | NA | 12.0 | 8.5 | 8.4 | 17.5 | 22.6 | 24.0 | 10.5 | 13.0 | 6.6 | 9.6 | 9.7 | 9.7 | 7.9 | 9.3 | 16.3 | 11.2 | 14.6 | 23.8 | 10.8 | 7.4 | 8.0 | 8.1 | 8.6 | 14.5 | 16.2 | 18.8 | 10.1 | 9.6 | 7.9 | 5.9 | 7.8 | 8.0 | 5.1 | 5.8 | 7.8 | 8.5 | 4.5 | 4.6 | 11.2 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | NA | NA | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.07 | 0.02 | 0.14 | 0.06 | 0.01 | 0.03 | 0.2 | 0.11 | -0.05 | 0.23 | 0.45 | -0.32 | -0.02 | 0.09 | 0.05 | 0.15 | 0.35 | -0.14 | -0.01 | 0.16 | 0.27 | -0.15 | 0.19 | 0.24 | 0.22 | -0.18 | 0.29 | 0.27 | 0.51 | -0.17 | 0.11 | 0.17 | -1.3 |
| Alpha | NA | NA | NA | NA | NA | 0.02 | NA | NA | 0.01 | NA | NA | NA | NA | NA | 0.07 | 0.04 | 0.03 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | -0.01 | -0.04 | 0.0 | 0.0 | 0.03 | 0.01 | -0.02 | 0.02 | 0.04 | 0.0 | -0.03 | 0.02 | 0.02 | 0.02 | -0.02 | 0.04 | 0.02 | 0.04 | -0.01 | 0.0 | 0.01 | -0.09 |
| Beta | NA | NA | NA | NA | NA | 1.39 | NA | NA | 0.89 | NA | NA | NA | NA | NA | 3.01 | 1.68 | 1.21 | 1.19 | 1.3 | 1.32 | 1.18 | 1.18 | 1.23 | 0.89 | 1.1 | 1.15 | 1.14 | 1.03 | 0.97 | 0.99 | 0.99 | 1.23 | 1.03 | 0.7 | 0.66 | 0.69 | 0.88 | 0.53 | 0.63 | 0.57 | 0.59 | 0.52 | 0.58 | 0.64 | 0.56 | 0.39 | 0.25 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.16 | NA | NA | 0.49 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.17 | 0.84 | 0.76 | 0.81 | 0.87 | 0.88 | 0.88 | 0.89 | 0.96 | 0.93 | 0.91 | 0.89 | 0.88 | 0.82 | 0.73 | 0.73 | 0.82 | 0.81 | 0.79 | 0.82 | 0.55 | 0.76 | 0.75 | 0.56 | 0.31 | 0.21 | 0.47 | 0.43 | 0.45 | 0.49 | 0.46 | 0.25 | 0.22 |
| Yield(%) | N/A | 0.0 | 0.6 | 0.7 | 0.9 | 3.9 | 4.9 | 5.2 | N/A | 0.8 | 0.9 | 0.6 | 0.8 | 1.2 | 9.8 | 6.8 | 8.3 | 4.8 | 4.5 | 5.6 | 3.2 | 4.0 | 3.2 | 4.2 | 6.3 | 4.9 | 7.2 | 10.9 | 7.7 | 5.1 | 4.9 | 4.8 | 5.3 | 10.1 | 5.0 | 4.6 | 13.1 | 11.9 | 5.4 | 4.6 | 6.1 | 6.7 | 8.3 | 8.6 | 7.5 | 7.6 | 2.4 |
| Dividend Growth(%) | N/A | -100.0 | -19.8 | -81.0 | -86.2 | -15.2 | -29.5 | N/A | N/A | 2.3 | 17.1 | -33.6 | -19.4 | -85.4 | 38.5 | -10.0 | 81.9 | 1.6 | -20.3 | 105.3 | -12.4 | 14.6 | -10.7 | -6.4 | -20.7 | -36.6 | -34.0 | 42.7 | 64.9 | 33.3 | -17.0 | -11.4 | -45.7 | 133.0 | -5.0 | -61.9 | 12.4 | 150.2 | 3.4 | -14.2 | -1.2 | 0.0 | -17.7 | 19.6 | 1.6 | 168.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/13/1987
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