Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBLAX (FRANKLIN BALANCED FUND CLASS A) | 6.62% | 15.63% | 9.52% | 4.59% | 6.63% | 6.70% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBLAX (FRANKLIN BALANCED FUND CLASS A) | 09/06/2006 | 06/03/2026 |
| 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 (%) | -0.15 | 15.63 | 9.52 | 4.59 | 6.63 | 6.70 | NA | … | … | 6.62 | 10.81 | 4.92 | 7.63 | -7.21 | 11.14 | 4.68 | 17.89 | -3.16 | 8.42 | 11.97 | -2.85 | 7.47 | 13.11 | 12.57 | 3.22 | 14.76 | 37.58 | -32.82 | 4.16 | 5.46 |
| Sharpe Ratio | NA | 2.66 | 0.98 | 0.26 | 0.58 | NA | NA | … | … | 2.54 | 1.07 | 0.22 | 0.56 | -0.73 | 1.51 | 0.26 | 3.30 | -0.57 | 2.03 | 1.44 | -0.32 | 1.15 | 1.87 | 1.72 | 0.24 | 1.53 | 2.62 | -1.61 | 0.13 | 3.32 |
| Standard Deviation(%) | NA | 5.10 | 6.70 | 8.05 | 8.69 | NA | NA | … | … | 5.55 | 7.42 | 5.79 | 7.23 | 11.85 | 7.34 | 16.67 | 4.98 | 7.95 | 3.84 | 8.18 | 9.09 | 6.46 | 6.99 | 7.35 | 13.31 | 9.56 | 14.30 | 20.93 | 7.54 | 4.43 |
| Draw Down(%) | NA | 3.86 | 8.00 | 16.65 | 20.88 | NA | NA | … | … | 3.86 | 6.90 | 4.53 | 8.00 | 15.61 | 3.89 | 20.88 | 2.56 | 8.69 | 2.46 | 5.61 | 10.03 | 5.79 | 6.19 | 5.82 | 12.48 | 9.14 | 16.14 | 41.42 | 6.13 | 0.94 |
| Yield(%) | 0.00 | 4.99 | 5.33 | 4.29 | 5.22 | 5.43 | 4.93 | … | … | 1.88 | 5.24 | 5.76 | 4.55 | 3.71 | 3.82 | 3.71 | 7.85 | 4.05 | 4.92 | 4.82 | 3.11 | 4.56 | 4.95 | 5.04 | 3.66 | 3.65 | 5.19 | 3.66 | 5.47 | 1.10 |
Data as of 06/03/2026, Common starting date is 09/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBLAX (FRANKLIN BALANCED FUND CLASS A) |
-4.18%
Jun 2007 – Jun 2010 |
1.77%
May 2007 – May 2012 |
4.41%
Oct 2013 – Oct 2023 |
4.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBLAX (FRANKLIN BALANCED FUND CLASS A) |
24.04%
Feb 2009 – Feb 2012 |
18.27%
Feb 2009 – Feb 2014 |
11.59%
Feb 2009 – Feb 2019 |
9.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart