Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBSIX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS R6) | 8.43% | 15.02% | 12.15% | 5.74% | 8.87% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/23/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBSIX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS R6) | 05/23/2014 | 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 (%) | 0.97 | 15.02 | 12.15 | 5.74 | 8.87 | NA | NA | … | … | 8.43 | 3.64 | 9.63 | 9.38 | -6.45 | 28.21 | -2.03 | 25.39 | -12.30 | 12.91 | 20.93 | -8.77 | 1.42 |
| Sharpe Ratio | NA | 0.86 | 0.60 | 0.19 | 0.38 | NA | NA | … | … | 1.05 | 0.04 | 0.47 | 0.38 | -0.35 | 1.89 | -0.06 | 1.88 | -0.93 | 1.29 | 1.30 | -0.58 | 0.20 |
| Standard Deviation(%) | NA | 13.15 | 14.93 | 16.77 | 19.19 | NA | NA | … | … | 14.56 | 17.95 | 12.92 | 15.30 | 22.31 | 14.89 | 39.69 | 12.73 | 14.78 | 9.51 | 15.98 | 15.13 | 11.95 |
| Draw Down(%) | NA | 10.12 | 18.36 | 21.59 | 43.63 | NA | NA | … | … | 10.12 | 15.74 | 9.14 | 15.86 | 21.59 | 7.71 | 43.63 | 8.34 | 21.36 | 5.82 | 13.08 | 15.23 | 11.15 |
| Yield(%) | 0.00 | 4.75 | 5.29 | 5.65 | 7.57 | 5.29 | 3.97 | … | … | 0.00 | 4.81 | 7.23 | 2.70 | 4.03 | 15.54 | 3.67 | 9.50 | 12.56 | 8.52 | 7.68 | 14.06 | 15.29 |
Data as of 06/04/2026, Common starting date is 05/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSIX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS R6) |
-7.07%
Mar 2017 – Mar 2020 |
-1.31%
Mar 2015 – Mar 2020 |
5.67%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSIX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS R6) |
20.97%
Mar 2020 – Mar 2023 |
16.43%
Mar 2020 – Mar 2025 |
10.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart