Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBMCX (FRANKLIN BALANCED FUND CLASS C) | 5.66% | 13.84% | 8.32% | 3.58% | 5.80% | 5.90% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBMCX (FRANKLIN BALANCED FUND CLASS C) | 09/14/2006 | 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 | 13.84 | 8.32 | 3.58 | 5.80 | 5.90 | NA | … | … | 5.66 | 9.52 | 4.09 | 6.85 | -7.86 | 10.20 | 3.87 | 17.07 | -3.92 | 8.81 | 10.87 | -3.58 | 6.76 | 12.25 | 11.90 | 2.50 | 14.62 | 35.46 | -33.29 | 1.16 | 5.91 |
| Sharpe Ratio | NA | 2.37 | 0.83 | 0.14 | 0.49 | NA | NA | … | … | 2.27 | 0.92 | 0.08 | 0.44 | -0.79 | 1.40 | 0.22 | 3.12 | -0.67 | 2.14 | 1.31 | -0.40 | 1.03 | 1.76 | 1.61 | 0.19 | 1.51 | 2.44 | -1.63 | -0.25 | 4.40 |
| Standard Deviation(%) | NA | 5.06 | 6.67 | 8.01 | 8.68 | NA | NA | … | … | 5.51 | 7.27 | 5.81 | 7.27 | 11.78 | 7.27 | 16.72 | 5.01 | 7.96 | 3.83 | 8.14 | 9.07 | 6.52 | 6.95 | 7.42 | 13.34 | 9.62 | 14.51 | 20.96 | 8.13 | 4.10 |
| Draw Down(%) | NA | 3.83 | 8.21 | 17.27 | 20.90 | NA | NA | … | … | 3.83 | 6.96 | 4.50 | 8.46 | 16.06 | 4.06 | 20.90 | 2.64 | 9.40 | 1.83 | 5.63 | 10.32 | 5.94 | 6.19 | 5.97 | 12.72 | 9.01 | 16.66 | 41.60 | 7.82 | 1.03 |
| Yield(%) | 0.00 | 3.77 | 4.32 | 3.48 | 4.33 | 4.51 | 4.03 | … | … | 1.27 | 4.07 | 5.04 | 3.80 | 3.04 | 2.99 | 2.98 | 7.17 | 3.35 | 4.22 | 3.91 | 2.41 | 3.84 | 4.30 | 4.36 | 2.97 | 3.57 | 3.72 | 3.08 | 2.80 | 1.71 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| FBMCX (FRANKLIN BALANCED FUND CLASS C) |
-5.51%
Jun 2007 – Jun 2010 |
0.56%
May 2007 – May 2012 |
3.72%
Oct 2013 – Oct 2023 |
3.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBMCX (FRANKLIN BALANCED FUND CLASS C) |
23.21%
Feb 2009 – Feb 2012 |
17.46%
Feb 2009 – Feb 2014 |
10.89%
Feb 2009 – Feb 2019 |
8.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart