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FSGCX: FRANKLIN STRATEGIC INCOME FUND CLASS C (MUTUAL FUND)
Basic Info 8.22 0.01(0.12%) May 19
Asset Class: | Multisector Bond |
MyPlanIQ Rating: | (59%) |
Start Date: | 05/29/1998 |
Last Dividend Date: | 11/25/2024 |
12-Mo. Yield | 2.46% |
Expenses | 0.52% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/29/1998 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 0.2 | 2.1 | 2.9 | 2.3 | 1.4 | 2.7 | 3.5 | 4.1 | 2.4 | 8.0 | -11.0 | 1.7 | 3.1 | 7.7 | -2.3 | 4.2 | 7.4 | -4.6 | 1.4 | 2.7 | 11.9 | 2.2 | 10.1 | 24.9 | -11.2 | 5.4 | 7.8 | 1.1 | 9.5 | 21.6 | 4.3 | 5.0 | 2.2 | 1.9 | 1.2 |
Sharpe Ratio | NA | -0.4 | -0.99 | -0.34 | -0.09 | -0.09 | NA | NA | 0.67 | -1.15 | 0.86 | -2.49 | 0.88 | 0.34 | 3.2 | -1.86 | 1.92 | 2.15 | -1.64 | 0.61 | 1.04 | 5.03 | 0.5 | 3.01 | 5.95 | -1.98 | 0.97 | 2.11 | -0.41 | 2.25 | 5.81 | 0.82 | 0.65 | -0.51 | -0.36 | -0.16 |
Draw Down(%) | NA | 2.9 | 3.9 | 6.8 | 15.2 | 17.7 | NA | NA | 19.2 | 3.1 | 3.6 | 14.4 | 2.0 | 17.7 | 1.2 | 3.1 | 1.0 | 3.2 | 7.3 | 4.3 | 4.8 | 2.8 | 7.0 | 4.0 | 4.4 | 19.2 | 2.8 | 2.0 | 3.4 | 5.6 | 5.1 | 7.4 | 4.9 | 5.1 | 5.1 | 9.8 |
Standard Deviation(%) | NA | 5.0 | 4.1 | 4.4 | 3.9 | 4.1 | NA | NA | 3.9 | 3.6 | 4.4 | 5.0 | 1.9 | 8.3 | 2.0 | 1.9 | 1.9 | 3.4 | 2.8 | 2.2 | 2.6 | 2.4 | 4.4 | 3.3 | 4.2 | 6.1 | 2.5 | 2.2 | 2.6 | 3.8 | 3.6 | 3.9 | 4.2 | 3.6 | 3.7 | 7.6 |
Treynor Ratio | NA | -0.02 | -0.06 | -0.03 | -0.01 | -0.01 | NA | NA | 0.07 | -0.07 | 0.07 | -0.25 | 0.09 | 0.04 | 0.2 | -0.1 | 0.11 | 1.08 | 8.97 | -0.9 | 0.07 | -0.84 | -0.42 | 1.56 | 0.57 | -0.27 | 0.12 | 0.11 | -0.03 | 0.15 | 0.43 | 0.17 | 0.1 | -0.06 | -0.04 | 0.04 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | -0.02 | 0.01 | -0.01 | 0.02 | -0.01 | 0.01 | 0.03 | -0.02 | 0.01 | 0.01 | 0.05 | 0.01 | 0.04 | 0.08 | -0.06 | 0.01 | 0.02 | 0.0 | 0.03 | 0.07 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 |
Beta | NA | 0.84 | 0.68 | 0.57 | 0.51 | 0.47 | NA | NA | 0.36 | 0.59 | 0.53 | 0.49 | 0.19 | 0.74 | 0.31 | 0.37 | 0.31 | 0.07 | -0.01 | -0.02 | 0.36 | -0.14 | -0.05 | 0.06 | 0.43 | 0.45 | 0.21 | 0.41 | 0.36 | 0.59 | 0.49 | 0.18 | 0.28 | 0.29 | 0.32 | -0.28 |
RSquared | NA | 0.82 | 0.77 | 0.75 | 0.6 | 0.32 | NA | NA | 0.17 | 0.78 | 0.79 | 0.57 | 0.15 | 0.19 | 0.31 | 0.3 | 0.24 | 0.01 | 0.0 | 0.0 | 0.23 | 0.03 | 0.0 | 0.01 | 0.23 | 0.21 | 0.11 | 0.4 | 0.21 | 0.43 | 0.38 | 0.04 | 0.11 | 0.11 | 0.15 | 0.03 |
Yield(%) | N/A | 0.0 | 2.5 | 3.5 | 3.4 | 3.0 | 3.8 | 4.3 | N/A | 3.8 | 4.3 | 3.4 | 3.1 | 3.5 | 4.2 | 3.7 | 1.9 | 2.2 | 4.0 | 5.7 | 4.8 | 5.8 | 5.4 | 4.8 | 5.6 | 7.4 | 6.3 | 5.6 | 5.5 | 5.9 | 7.0 | 7.4 | 7.8 | 7.3 | 7.1 | 4.1 |
Dividend Growth(%) | N/A | -100.0 | -41.3 | -10.4 | -1.1 | -46.8 | N/A | N/A | N/A | -7.3 | 8.5 | 6.0 | -11.0 | -13.4 | 7.2 | 100.3 | -10.6 | -49.6 | -33.1 | 17.0 | -13.1 | 4.4 | 17.0 | 3.4 | -39.0 | 16.8 | 15.3 | -2.4 | -5.1 | -3.6 | -8.2 | -8.5 | 2.2 | -4.1 | 69.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/29/1998
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