Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBFQX (Franklin Managed Income Fund Class R) | 5.68% | 14.24% | 8.77% | 4.78% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBFQX (Franklin Managed Income Fund Class R) | 11/19/2018 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 14.24 | 8.77 | 4.78 | NA | NA | NA | … | … | 5.68 | 9.98 | 4.61 | 7.39 | -7.36 | 14.87 | 5.14 | 17.35 | -4.09 |
| Sharpe Ratio | NA | 2.27 | 0.82 | 0.28 | NA | NA | NA | … | … | 2.02 | 0.97 | 0.17 | 0.52 | -0.74 | 2.18 | 0.29 | 3.19 | -2.70 |
| Standard Deviation(%) | NA | 5.10 | 6.70 | 7.96 | NA | NA | NA | … | … | 5.57 | 7.36 | 5.83 | 7.23 | 11.88 | 6.81 | 17.07 | 4.98 | 12.63 |
| Draw Down(%) | NA | 3.78 | 8.10 | 15.76 | NA | NA | NA | … | … | 3.78 | 6.90 | 4.52 | 8.17 | 15.76 | 3.03 | 21.66 | 2.57 | 7.62 |
| Yield(%) | 0.00 | 4.20 | 4.77 | 4.61 | 3.95 | 2.63 | 1.98 | … | … | 1.44 | 4.49 | 5.45 | 4.34 | 3.52 | 7.40 | 4.18 | 7.30 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBFQX (Franklin Managed Income Fund Class R) |
1.34%
Dec 2021 – Dec 2024 |
4.68%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBFQX (Franklin Managed Income Fund Class R) |
12.33%
Dec 2018 – Dec 2021 |
8.33%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart