Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCSZX (FRANKLIN CONVERTIBLE SECURITIES FUND ADVISOR CLASS) | 11.18% | 24.56% | 16.51% | 1.84% | 8.94% | 8.33% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCSZX (FRANKLIN CONVERTIBLE SECURITIES FUND ADVISOR CLASS) | 06/12/2008 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.05 | 24.56 | 16.51 | 1.84 | 8.94 | 8.33 | NA | … | … | 11.18 | 13.92 | 16.20 | 10.24 | -21.84 | -11.21 | 32.66 | 24.29 | 4.47 | 18.24 | 7.12 | 1.04 | 4.61 | 23.52 | 13.59 | -5.26 | 20.70 | 45.83 | -34.45 |
| Sharpe Ratio | NA | 2.09 | 1.32 | -0.07 | 0.50 | NA | NA | … | … | 1.82 | 0.96 | 1.54 | 0.81 | -1.33 | -0.50 | 1.34 | 2.17 | 0.24 | 2.71 | 0.72 | 0.10 | 0.48 | 2.97 | 1.45 | -0.33 | 1.84 | 3.11 | -1.83 |
| Standard Deviation(%) | NA | 10.41 | 10.00 | 14.39 | 14.50 | NA | NA | … | … | 12.75 | 11.59 | 8.15 | 8.19 | 17.53 | 22.62 | 24.02 | 10.52 | 12.96 | 6.53 | 9.57 | 9.76 | 9.67 | 7.91 | 9.44 | 16.29 | 11.17 | 14.68 | 29.47 |
| Draw Down(%) | NA | 6.32 | 12.89 | 39.21 | 39.21 | NA | NA | … | … | 6.32 | 12.89 | 4.32 | 8.71 | 22.49 | 22.97 | 25.49 | 6.72 | 13.21 | 2.95 | 9.19 | 9.44 | 9.29 | 5.27 | 8.28 | 20.78 | 8.85 | 11.43 | 44.31 |
| Yield(%) | 0.00 | 10.34 | 6.74 | 3.04 | 5.77 | 5.91 | 5.19 | … | … | 0.33 | 10.52 | 4.97 | 2.66 | 0.80 | 1.05 | 1.53 | 10.13 | 7.09 | 8.62 | 4.23 | 4.78 | 5.89 | 3.49 | 4.29 | 3.45 | 4.12 | 2.56 | 4.91 |
Data as of 06/04/2026, Common starting date is 06/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCSZX (FRANKLIN CONVERTIBLE SECURITIES FUND ADVISOR CLASS) |
-11.67%
Nov 2020 – Nov 2023 |
-0.81%
Nov 2020 – Nov 2025 |
5.06%
Oct 2013 – Oct 2023 |
6.94%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCSZX (FRANKLIN CONVERTIBLE SECURITIES FUND ADVISOR CLASS) |
23.60%
Feb 2009 – Feb 2012 |
20.55%
Feb 2009 – Feb 2014 |
14.52%
Feb 2009 – Feb 2019 |
10.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart