Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCEUX (Franklin U.S. Core Equity (IU) Fund Advisor) | 8.82% | 27.25% | 24.08% | 14.26% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCEUX (Franklin U.S. Core Equity (IU) Fund Advisor) | 09/27/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 27.25 | 24.08 | 14.26 | NA | NA | NA | … | … | 8.82 | 18.76 | 31.47 | 22.29 | -17.53 | 31.00 | 19.13 | 8.27 |
| Sharpe Ratio | NA | 2.14 | 1.41 | 0.72 | NA | NA | NA | … | … | 1.44 | 0.86 | 2.04 | 1.48 | -0.84 | 2.31 | 0.56 | 3.77 |
| Standard Deviation(%) | NA | 12.03 | 15.03 | 16.55 | NA | NA | NA | … | … | 13.87 | 18.45 | 13.63 | 12.67 | 22.71 | 13.39 | 33.82 | 9.27 |
| Draw Down(%) | NA | 8.48 | 18.77 | 23.03 | NA | NA | NA | … | … | 8.48 | 18.77 | 9.08 | 8.52 | 22.63 | 5.94 | 33.57 | 2.93 |
| Yield(%) | 0.00 | 3.43 | 6.07 | 5.90 | 4.63 | 3.09 | 2.32 | … | … | 0.00 | 4.16 | 10.79 | 1.76 | 3.67 | 10.37 | 2.53 | 0.76 |
Data as of 06/04/2026, Common starting date is 09/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCEUX (Franklin U.S. Core Equity (IU) Fund Advisor) |
8.22%
Apr 2021 – Apr 2024 |
13.05%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCEUX (Franklin U.S. Core Equity (IU) Fund Advisor) |
25.19%
Sep 2022 – Sep 2025 |
18.99%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart