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FTF: Franklin Templeton Limited Duration (CEF)
Basic Info 6.38 0.04(0.63%) May 23
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 09/05/2003 |
| Last Dividend Date: | 02/18/2025 |
| 12-Mo. Yield | 9.86% |
| Expenses | - |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/05/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | -2.0 | 10.0 | 8.9 | 6.2 | 3.7 | 5.0 | 5.1 | 5.0 | 19.6 | 12.2 | -23.5 | 7.0 | 9.5 | 18.4 | -14.9 | 9.4 | 20.2 | -6.2 | 0.9 | -3.5 | 15.4 | 8.2 | 18.2 | 55.5 | -19.7 | -6.7 | 17.8 | -8.3 | 8.8 | -0.9 |
| Sharpe Ratio | NA | -0.32 | 0.48 | 0.41 | 0.37 | 0.15 | NA | NA | 0.22 | 1.36 | 0.72 | -1.63 | 0.88 | 0.29 | 2.55 | -1.29 | 1.38 | 1.99 | -0.7 | 0.13 | -0.26 | 0.98 | 0.48 | 1.0 | 2.46 | -0.49 | -0.59 | 1.38 | -0.98 | 0.47 | -0.3 |
| Draw Down(%) | NA | 12.4 | 12.4 | 14.2 | 28.5 | 36.4 | NA | NA | 51.2 | 4.0 | 6.6 | 28.4 | 5.5 | 36.1 | 3.2 | 21.5 | 3.3 | 6.5 | 13.4 | 8.2 | 17.6 | 10.8 | 17.0 | 14.7 | 17.5 | 45.8 | 22.1 | 4.8 | 15.1 | 11.7 | 5.6 |
| Standard Deviation(%) | NA | 14.2 | 11.9 | 11.7 | 11.9 | 14.2 | NA | NA | 17.0 | 9.6 | 11.2 | 15.4 | 8.0 | 32.0 | 6.7 | 12.6 | 6.4 | 10.1 | 8.9 | 6.7 | 13.4 | 15.8 | 17.2 | 18.0 | 22.5 | 42.2 | 16.5 | 10.6 | 10.7 | 16.8 | 11.1 |
| Treynor Ratio | NA | -0.08 | 0.17 | 0.1 | 0.1 | 0.05 | NA | NA | 0.3 | 0.51 | 0.26 | -0.31 | 2.38 | 0.07 | -1.53 | 3.15 | 0.45 | -1.21 | 0.55 | 0.07 | -0.06 | -0.22 | -0.13 | -0.21 | -0.67 | 0.18 | -0.52 | 0.35 | -0.34 | 0.09 | -0.07 |
| Alpha | NA | -0.01 | 0.03 | 0.03 | 0.03 | 0.01 | NA | NA | 0.02 | 0.05 | 0.03 | -0.06 | 0.03 | 0.02 | 0.07 | -0.07 | 0.03 | 0.08 | -0.02 | 0.0 | 0.0 | 0.07 | 0.06 | 0.09 | 0.2 | -0.04 | -0.04 | 0.05 | -0.04 | 0.03 | -0.02 |
| Beta | NA | 0.53 | 0.33 | 0.47 | 0.46 | 0.44 | NA | NA | 0.13 | 0.26 | 0.31 | 0.8 | 0.03 | 1.39 | -0.11 | -0.05 | 0.2 | -0.17 | -0.11 | 0.12 | 0.63 | -0.7 | -0.64 | -0.87 | -0.83 | -1.11 | 0.19 | 0.42 | 0.31 | 0.84 | 0.49 |
| RSquared | NA | 0.04 | 0.02 | 0.07 | 0.05 | 0.02 | NA | NA | 0.0 | 0.02 | 0.04 | 0.16 | 0.0 | 0.05 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.02 | 0.03 | 0.04 | 0.03 | 0.03 | 0.0 | 0.02 | 0.01 | 0.04 | 0.04 |
| Yield(%) | N/A | 1.9 | 8.9 | 10.0 | 9.5 | 7.4 | 7.7 | 6.7 | N/A | 11.8 | 11.5 | 8.7 | 10.1 | 9.8 | 11.3 | 9.9 | 10.7 | 7.4 | 6.1 | 7.1 | 6.1 | 7.0 | 7.7 | 8.6 | 11.1 | 8.1 | 7.5 | 8.5 | 7.6 | 8.1 | 2.0 |
| Dividend Growth(%) | N/A | -83.4 | -22.7 | -30.9 | -23.3 | -7.3 | N/A | N/A | N/A | 4.8 | -9.4 | -16.0 | -0.2 | -9.2 | -12.0 | -9.0 | 62.8 | 6.2 | -19.2 | 2.8 | -1.9 | -10.1 | -1.1 | 7.7 | 0.2 | -5.6 | -4.0 | -5.9 | -6.1 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2003
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