Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBFRX (FRANKLIN BALANCED FUND CLASS R6) | 6.58% | 15.31% | 9.59% | 4.70% | 6.96% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBFRX (FRANKLIN BALANCED FUND CLASS R6) | 07/18/2014 | 06/04/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 15.31 | 9.59 | 4.70 | 6.96 | NA | NA | … | … | 6.58 | 10.61 | 5.12 | 8.04 | -6.89 | 11.48 | 4.99 | 18.39 | -2.79 | 9.95 | 12.31 | -2.56 | -0.08 |
| Sharpe Ratio | NA | 2.59 | 0.99 | 0.28 | 0.62 | NA | NA | … | … | 2.47 | 1.05 | 0.26 | 0.61 | -0.71 | 1.58 | 0.28 | 3.45 | -0.53 | 2.50 | 1.48 | -0.28 | -0.02 |
| Standard Deviation(%) | NA | 5.04 | 6.67 | 8.03 | 8.66 | NA | NA | … | … | 5.48 | 7.39 | 5.76 | 7.22 | 11.82 | 7.26 | 16.66 | 4.90 | 7.91 | 3.74 | 8.17 | 9.10 | 7.52 |
| Draw Down(%) | NA | 3.78 | 7.89 | 16.38 | 20.76 | NA | NA | … | … | 3.78 | 6.93 | 4.52 | 7.89 | 15.39 | 3.91 | 20.76 | 2.60 | 8.43 | 1.45 | 5.58 | 9.97 | 6.06 |
| Yield(%) | 0.00 | 4.73 | 5.35 | 4.41 | 5.45 | 3.95 | 2.96 | … | … | 1.62 | 5.08 | 6.03 | 4.93 | 4.05 | 4.09 | 4.07 | 8.15 | 4.40 | 5.26 | 5.15 | 3.47 | 2.43 |
Data as of 06/04/2026, Common starting date is 07/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBFRX (FRANKLIN BALANCED FUND CLASS R6) |
1.05%
Apr 2021 – Apr 2024 |
3.45%
Mar 2015 – Mar 2020 |
5.34%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBFRX (FRANKLIN BALANCED FUND CLASS R6) |
11.49%
Dec 2018 – Dec 2021 |
9.38%
May 2016 – May 2021 |
7.76%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart