Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCERX (FRANKLIN FOCUSED CORE EQUITY FUND CLASS R) | NA | 22.79% | 11.39% | NA | NA | NA | NA | … | … |
Data as of 02/13/2020, Common starting date is 09/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCERX (FRANKLIN FOCUSED CORE EQUITY FUND CLASS R) | 09/29/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 22.79 | 11.39 | NA | NA | NA | NA | … | … | 4.72 | 30.80 | -6.18 | 11.93 | 5.63 | 4.05 |
| Sharpe Ratio | NA | 1.68 | 0.72 | NA | NA | NA | NA | … | … | 4.03 | 2.16 | -0.41 | 1.31 | 0.30 | 0.99 |
| Standard Deviation(%) | NA | 12.75 | 14.22 | NA | NA | NA | NA | … | … | 11.49 | 13.59 | 18.45 | 8.68 | 18.02 | 16.68 |
| Draw Down(%) | NA | 7.36 | 20.19 | NA | NA | NA | NA | … | … | 2.86 | 7.36 | 20.19 | 4.52 | 15.79 | 8.01 |
| Yield(%) | 0.00 | 0.24 | 4.97 | 3.90 | 1.95 | 1.30 | 0.97 | … | … | 0.00 | 0.27 | 13.56 | 0.00 | 0.00 | 2.91 |
Data as of 02/13/2020, Common starting date is 09/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCERX (FRANKLIN FOCUSED CORE EQUITY FUND CLASS R) |
3.52%
Dec 2015 – Dec 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCERX (FRANKLIN FOCUSED CORE EQUITY FUND CLASS R) |
11.86%
Jun 2016 – Jun 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart