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
FCTLX (FRANKLIN TOTAL RETURN FUND CLASS C) -0.16% 4.65% 3.52% -0.57% 1.04% 1.58% 2.70%
Data as of 06/03/2026, Common starting date is 03/27/2002
More Performance Analytics Comparison
Name Start Date End Date
FCTLX (FRANKLIN TOTAL RETURN FUND CLASS C) 03/27/2002 06/03/2026
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 2007 2006 2005 2004 2003 2002
Annualized Return (%) 0.00 4.65 3.52 -0.57 1.04 1.58 2.70 -0.16 6.44 1.40 5.46 -15.22 -1.15 6.72 8.71 -2.18 3.16 2.41 -1.98 5.50 -1.35 7.82 5.16 8.99 14.96 -5.83 4.43 4.55 1.39 4.86 7.47 8.61
Sharpe Ratio NA 0.61 0.12 -0.53 -0.10 NA NA -0.54 0.79 -0.40 0.25 -2.32 -0.34 0.92 2.38 -1.33 0.94 0.76 -0.71 2.79 -0.40 3.42 1.56 2.71 3.39 -1.01 0.35 0.35 -0.29 1.00 1.68 2.56
Standard Deviation(%) NA 4.01 5.43 5.81 5.03 NA NA 4.27 4.52 5.51 7.20 7.20 3.42 7.03 3.04 2.70 2.66 2.86 2.81 1.97 3.50 2.29 3.29 3.28 4.38 6.68 3.64 3.26 3.00 3.88 4.01 4.02
Draw Down(%) NA 2.97 6.37 20.46 20.46 NA NA 2.97 2.66 4.05 7.58 19.34 3.65 13.18 1.90 3.50 1.55 3.99 4.49 0.80 5.80 1.27 2.56 3.44 2.67 13.34 2.52 2.27 2.59 4.69 4.36 2.85
Yield(%) 0.00 3.64 3.45 2.62 2.53 2.83 3.43 1.28 3.87 3.41 3.00 2.45 1.80 2.73 3.36 2.35 1.89 1.56 2.93 3.63 3.32 4.95 5.41 3.98 4.59 6.47 4.42 4.41 4.21 4.25 4.82 4.85
Data as of 06/03/2026, Common starting date is 03/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FCTLX (FRANKLIN TOTAL RETURN FUND CLASS C) -5.77%
Oct 2020 – Oct 2023
-1.67%
Oct 2017 – Oct 2022
-0.05%
Oct 2012 – Oct 2022
1.61%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FCTLX (FRANKLIN TOTAL RETURN FUND CLASS C) 11.25%
Oct 2008 – Oct 2011
8.09%
Oct 2008 – Oct 2013
5.61%
Jul 2002 – Jul 2012
4.32%
Jul 2002 – Jul 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return