Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FBDIX (FRANKLIN BIOTECHNOLOGY DISCOVERY FUND CLASS A) | -13.15% | -23.01% | 5.38% | -8.05% | -3.08% | 7.49% | 6.78% | 7.67% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBDIX (FRANKLIN BIOTECHNOLOGY DISCOVERY FUND CLASS A) | 09/16/1997 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 09/16/1997.
AR inception is since 09/16/1997.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.68 | -23.01 | 5.38 | -8.05 | -3.08 | 7.49 | 6.78 | 7.67 | -13.15 | -5.23 | 18.40 | -12.65 | -27.68 | 13.58 | 34.99 | -15.77 | 18.83 | -17.12 | 5.73 | 33.76 | 68.70 | 29.35 | 8.13 | 17.28 | 11.83 | -10.64 | -1.60 | 5.03 | 5.63 | 11.95 | 43.55 | -42.48 | -20.48 | 46.58 | 97.91 | 10.73 | -6.89 |
| Sharpe Ratio | NA | -1.11 | 0.07 | -0.38 | -0.17 | NA | NA | 0.22 | -1.08 | -0.55 | 0.78 | -0.48 | -1.10 | 0.35 | 1.47 | -0.65 | 1.01 | -0.56 | 0.20 | 1.21 | 3.23 | 1.64 | 0.33 | 0.89 | 0.57 | -0.36 | -0.29 | 0.11 | 0.17 | 0.48 | 1.70 | -1.16 | -0.56 | 0.77 | 3.97 | 0.31 | -1.03 |
| Standard Deviation(%) | NA | 25.13 | 23.16 | 25.35 | 26.82 | NA | NA | 27.50 | 29.89 | 21.35 | 18.27 | 29.35 | 25.27 | 37.73 | 22.85 | 26.49 | 18.10 | 31.17 | 29.20 | 27.79 | 21.24 | 18.08 | 24.58 | 19.30 | 20.69 | 31.83 | 15.73 | 16.58 | 20.04 | 22.78 | 25.18 | 37.57 | 41.37 | 55.10 | 23.86 | 23.77 | 24.30 |
| Draw Down(%) | NA | 34.96 | 34.96 | 55.30 | 55.30 | NA | NA | 71.43 | 22.06 | 21.55 | 13.27 | 29.36 | 37.60 | 28.32 | 17.43 | 29.52 | 12.97 | 29.76 | 28.36 | 24.05 | 12.14 | 12.58 | 22.18 | 18.71 | 16.88 | 31.72 | 12.61 | 21.16 | 17.28 | 24.51 | 11.31 | 50.13 | 39.73 | 47.88 | 17.53 | 35.19 | 18.78 |
| Yield(%) | 0.00 | 0.00 | 0.05 | 0.14 | 2.26 | 7.53 | 7.10 | 10.26 | 0.00 | 0.00 | 0.00 | 0.11 | 0.59 | 0.00 | 11.45 | 2.96 | 2.73 | 3.75 | 8.09 | 5.06 | 10.26 | 0.11 | 14.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 | 0.25 | 1.81 | 0.19 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBDIX (FRANKLIN BIOTECHNOLOGY DISCOVERY FUND CLASS A) |
-29.73%
Feb 2000 - Feb 2003 |
-12.79%
Feb 2000 - Feb 2005 |
-4.42%
Aug 2000 - Aug 2010 |
5.55%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBDIX (FRANKLIN BIOTECHNOLOGY DISCOVERY FUND CLASS A) |
49.40%
Oct 1997 - Oct 2000 |
36.18%
Jun 2010 - Jun 2015 |
18.55%
Mar 2005 - Mar 2015 |
15.08%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart