Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/30/2012.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FAGRX (Franklin Global Real Estate A) | NA | -0.14% | 20.27% | NA | NA | NA | NA | -6.99% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAGRX (Franklin Global Real Estate A) | 05/24/2007 | 04/30/2012 |
The return data shown below all have the same latest date: 04/30/2012.
AR inception is since 05/24/2007.
AR inception is since 05/24/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.00 | -0.14 | 20.27 | NA | NA | NA | NA | -6.99 | 14.63 | -5.99 | 20.85 | 18.96 | -42.60 | -15.84 |
| Sharpe Ratio | NA | 0.00 | 0.91 | NA | NA | NA | NA | -0.20 | 4.86 | -0.26 | 0.99 | 0.49 | -0.98 | -1.51 |
| Standard Deviation(%) | NA | 22.50 | 22.13 | NA | NA | NA | NA | 30.88 | 10.71 | 22.73 | 20.97 | 38.67 | 44.24 | 18.26 |
| Draw Down(%) | NA | 22.50 | 22.50 | NA | NA | NA | NA | 69.52 | 3.94 | 22.50 | 13.77 | 35.16 | 53.01 | 22.27 |
| Yield(%) | 0.00 | 1.61 | 5.17 | 2.60 | 1.30 | 0.87 | 0.65 | 3.24 | 0.00 | 2.11 | 6.29 | 3.82 | 5.19 | 2.89 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAGRX (Franklin Global Real Estate A) |
-15.88%
Jun 2007 - Jun 2010 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAGRX (Franklin Global Real Estate A) |
26.37%
Feb 2009 - Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart