Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FCEZX (FRANKLIN FOCUSED CORE EQUITY FUND CLASS R6) NA 23.47% 11.93% 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
FCEZX (FRANKLIN FOCUSED CORE EQUITY FUND CLASS R6) 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 (%) -0.44 23.47 11.93 NA NA NA NA 4.81 31.42 -5.64 12.41 6.03 4.17
Sharpe Ratio NA 1.73 0.76 NA NA NA NA 4.05 2.20 -0.38 1.35 0.32 1.02
Standard Deviation(%) NA 12.83 14.28 NA NA NA NA 11.68 13.67 18.49 8.74 17.93 16.72
Draw Down(%) NA 7.32 20.11 NA NA NA NA 2.85 7.32 20.11 4.53 15.77 7.93
Yield(%) 0.00 0.24 4.85 3.89 1.94 1.30 0.97 0.00 0.26 13.18 0.00 0.00 3.20
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
FCEZX (FRANKLIN FOCUSED CORE EQUITY FUND CLASS R6) 3.99%
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
FCEZX (FRANKLIN FOCUSED CORE EQUITY FUND CLASS R6) 12.38%
Jun 2016 – Jun 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return