Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCEQX (FRANKLIN FOCUSED CORE EQUITY FUND CLASS A) | NA | 23.04% | 11.64% | 7.65% | 11.15% | NA | NA | … | … |
Data as of 02/13/2020, Common starting date is 12/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCEQX (FRANKLIN FOCUSED CORE EQUITY FUND CLASS A) | 12/12/2008 | 02/13/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 23.04 | 11.64 | 7.65 | 11.15 | NA | NA | … | … | 4.68 | 31.13 | -5.85 | 12.07 | 5.80 | -2.79 | 16.62 | 36.38 | 8.32 | -2.01 | 14.21 | 53.78 | 3.82 |
| Sharpe Ratio | NA | 1.70 | 0.74 | 0.45 | 0.66 | NA | NA | … | … | 3.97 | 2.18 | -0.39 | 1.31 | 0.31 | -0.17 | 1.28 | 2.83 | 0.55 | -0.08 | 0.74 | 1.89 | 3.43 |
| Standard Deviation(%) | NA | 12.79 | 14.24 | 15.29 | 16.61 | NA | NA | … | … | 11.53 | 13.61 | 18.44 | 8.78 | 17.93 | 16.23 | 12.96 | 12.82 | 15.10 | 25.85 | 19.17 | 28.46 | 34.89 |
| Draw Down(%) | NA | 7.34 | 20.22 | 25.17 | 25.17 | NA | NA | … | … | 2.80 | 7.34 | 20.22 | 4.53 | 15.77 | 14.68 | 8.60 | 5.22 | 15.42 | 23.57 | 16.20 | 25.59 | 4.24 |
| Yield(%) | 0.00 | 0.24 | 4.91 | 3.52 | 4.56 | 4.87 | 3.65 | … | … | 0.00 | 0.27 | 13.38 | 0.00 | 0.00 | 2.81 | 2.48 | 2.14 | 0.78 | 6.13 | 0.29 | 0.04 | 1.84 |
Data as of 02/13/2020, Common starting date is 12/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCEQX (FRANKLIN FOCUSED CORE EQUITY FUND CLASS A) |
3.20%
Apr 2015 – Apr 2018 |
4.82%
Dec 2013 – Dec 2018 |
10.43%
Sep 2009 – Sep 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCEQX (FRANKLIN FOCUSED CORE EQUITY FUND CLASS A) |
28.37%
Feb 2009 – Feb 2012 |
24.89%
Feb 2009 – Feb 2014 |
15.44%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart