Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FARRX (FRANKLIN REAL RETURN FUND ADVISOR CLASS) | NA | 4.03% | 1.74% | 0.95% | 1.64% | 2.74% | NA | … | … |
Data as of 02/06/2020, Common starting date is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FARRX (FRANKLIN REAL RETURN FUND ADVISOR CLASS) | 12/30/2004 | 02/06/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.03 | 1.74 | 0.95 | 1.64 | 2.74 | NA | … | … | 0.14 | 6.40 | -2.86 | 2.55 | 5.60 | -5.73 | -0.81 | 0.29 | 4.03 | 0.78 | 6.48 | 11.80 | -4.30 | 10.41 | 3.54 | 4.12 | 0.14 |
| Sharpe Ratio | NA | 1.11 | 0.22 | 0.06 | 0.34 | NA | NA | … | … | 0.31 | 1.92 | -1.29 | 0.87 | 1.26 | -1.42 | -0.32 | 0.08 | 1.15 | 0.13 | 1.70 | 2.91 | -0.90 | 2.59 | 0.07 | 0.53 | NA |
| Standard Deviation(%) | NA | 2.41 | 2.71 | 3.33 | 3.67 | NA | NA | … | … | 1.23 | 2.60 | 3.26 | 2.21 | 4.27 | 4.05 | 2.61 | 3.27 | 3.49 | 5.91 | 3.75 | 4.03 | 5.78 | 2.86 | 3.39 | 3.68 | 0.00 |
| Draw Down(%) | NA | 1.51 | 5.27 | 9.42 | 12.80 | NA | NA | … | … | 0.30 | 1.51 | 5.27 | 1.34 | 2.80 | 7.53 | 5.56 | 4.27 | 4.17 | 7.60 | 3.18 | 2.91 | 13.05 | 1.35 | 2.34 | 2.27 | 0.00 |
| Yield(%) | 0.44 | 3.29 | 2.86 | 1.93 | 2.46 | 2.91 | 2.20 | … | … | 0.44 | 3.04 | 2.33 | 3.01 | 0.00 | 1.22 | 2.43 | 2.11 | 2.85 | 4.50 | 3.22 | 0.64 | 4.45 | 5.27 | 1.60 | 4.83 | 0.54 |
Data as of 02/06/2020, Common starting date is 12/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARRX (FRANKLIN REAL RETURN FUND ADVISOR CLASS) |
-2.70%
Jan 2013 – Jan 2016 |
-0.91%
Feb 2011 – Feb 2016 |
1.41%
Nov 2009 – Nov 2019 |
2.76%
Jan 2005 – Jan 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FARRX (FRANKLIN REAL RETURN FUND ADVISOR CLASS) |
7.61%
Mar 2005 – Mar 2008 |
6.00%
Jul 2006 – Jul 2011 |
3.63%
Jan 2005 – Jan 2015 |
2.76%
Jan 2005 – Jan 2020 |
Annualized Rolling Returns Comparison Chart