Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEIFX (FRANKLIN EQUITY INCOME FUND ADVISOR CLASS) | 9.64% | 26.01% | 18.16% | 9.33% | 10.89% | 10.74% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEIFX (FRANKLIN EQUITY INCOME 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 (%) | 1.45 | 26.01 | 18.16 | 9.33 | 10.89 | 10.74 | NA | … | … | 9.64 | 17.33 | 18.44 | 9.27 | -9.46 | 19.23 | 4.94 | 25.84 | -4.55 | 16.25 | 11.22 | -0.59 | 9.34 | 29.68 | 12.11 | 1.74 | 16.12 | 26.80 | -30.33 |
| Sharpe Ratio | NA | 2.37 | 1.22 | 0.48 | 0.57 | NA | NA | … | … | 1.80 | 0.95 | 1.47 | 0.48 | -0.55 | 1.56 | 0.14 | 2.33 | -0.40 | 2.43 | 0.90 | -0.04 | 0.92 | 2.92 | 1.05 | 0.08 | 0.99 | 1.24 | -1.08 |
| Standard Deviation(%) | NA | 9.66 | 12.29 | 14.20 | 16.05 | NA | NA | … | … | 11.13 | 15.26 | 10.06 | 11.78 | 19.88 | 12.31 | 32.81 | 10.48 | 14.75 | 6.45 | 12.29 | 14.05 | 10.17 | 10.16 | 11.55 | 20.88 | 16.13 | 21.61 | 44.74 |
| Draw Down(%) | NA | 6.39 | 15.09 | 20.99 | 32.93 | NA | NA | … | … | 6.39 | 15.03 | 6.48 | 11.64 | 18.53 | 7.56 | 32.93 | 5.89 | 15.84 | 2.92 | 9.20 | 11.38 | 7.44 | 5.53 | 9.76 | 17.54 | 14.02 | 24.78 | 41.81 |
| Yield(%) | 0.00 | 10.74 | 9.58 | 6.10 | 7.07 | 8.05 | 6.09 | … | … | 0.54 | 10.99 | 11.42 | 4.62 | 2.33 | 2.48 | 2.52 | 6.24 | 6.45 | 5.52 | 6.36 | 5.32 | 7.99 | 3.54 | 3.01 | 2.87 | 3.55 | 3.58 | 1.93 |
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 |
|---|---|---|---|---|
| FEIFX (FRANKLIN EQUITY INCOME FUND ADVISOR CLASS) |
1.35%
Mar 2017 – Mar 2020 |
3.55%
Mar 2015 – Mar 2020 |
6.82%
Oct 2013 – Oct 2023 |
8.16%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEIFX (FRANKLIN EQUITY INCOME FUND ADVISOR CLASS) |
24.48%
Feb 2009 – Feb 2012 |
21.55%
Feb 2009 – Feb 2014 |
14.45%
Feb 2009 – Feb 2019 |
12.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart