Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBFZX (FRANKLIN BALANCED FUND ADVISOR CLASS) | 6.55% | 15.21% | 9.52% | 4.61% | 6.83% | 7.02% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBFZX (FRANKLIN BALANCED FUND ADVISOR CLASS) | 09/14/2006 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 15.21 | 9.52 | 4.61 | 6.83 | 7.02 | NA | … | … | 6.55 | 10.51 | 5.11 | 7.93 | -6.99 | 11.39 | 4.89 | 18.28 | -2.96 | 9.86 | 11.88 | -2.57 | 7.79 | 13.45 | 13.03 | 3.52 | 15.32 | 38.00 | -32.63 | 2.24 | 6.24 |
| Sharpe Ratio | NA | 2.56 | 0.98 | 0.27 | 0.61 | NA | NA | … | … | 2.41 | 1.05 | 0.26 | 0.60 | -0.72 | 1.56 | 0.28 | 3.40 | -0.55 | 2.46 | 1.43 | -0.29 | 1.20 | 1.94 | 1.77 | 0.26 | 1.58 | 2.65 | -1.60 | -0.11 | 4.73 |
| Standard Deviation(%) | NA | 5.07 | 6.67 | 8.01 | 8.66 | NA | NA | … | … | 5.59 | 7.30 | 5.81 | 7.23 | 11.76 | 7.29 | 16.68 | 4.94 | 7.89 | 3.75 | 8.16 | 9.07 | 6.48 | 6.91 | 7.41 | 13.32 | 9.64 | 14.31 | 20.93 | 7.99 | 4.10 |
| Draw Down(%) | NA | 3.78 | 7.92 | 16.47 | 20.79 | NA | NA | … | … | 3.78 | 6.87 | 4.44 | 7.92 | 15.46 | 3.93 | 20.79 | 2.61 | 8.51 | 1.46 | 5.59 | 9.92 | 5.89 | 6.07 | 5.76 | 12.31 | 9.08 | 16.07 | 41.28 | 7.64 | 0.94 |
| Yield(%) | 0.00 | 4.64 | 5.26 | 4.33 | 5.32 | 5.67 | 5.07 | … | … | 1.59 | 4.98 | 5.93 | 4.83 | 3.96 | 4.00 | 3.98 | 8.05 | 4.32 | 5.17 | 4.74 | 3.37 | 4.86 | 5.28 | 5.37 | 3.95 | 4.27 | 5.45 | 3.93 | 3.51 | 1.85 |
Data as of 06/04/2026, Common starting date is 09/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBFZX (FRANKLIN BALANCED FUND ADVISOR CLASS) |
-4.55%
Jun 2007 – Jun 2010 |
1.68%
May 2007 – May 2012 |
4.75%
Oct 2013 – Oct 2023 |
4.69%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBFZX (FRANKLIN BALANCED FUND ADVISOR CLASS) |
24.51%
Feb 2009 – Feb 2012 |
18.66%
Feb 2009 – Feb 2014 |
12.02%
Feb 2009 – Feb 2019 |
9.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart