Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEIQX (FRANKLIN EQUITY INCOME FUND CLASS R6) | 9.68% | 26.09% | 18.24% | 11.24% | 12.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEIQX (FRANKLIN EQUITY INCOME FUND CLASS R6) | 12/04/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.45 | 26.09 | 18.24 | 11.24 | 12.09 | NA | NA | … | … | 9.68 | 17.39 | 18.52 | 9.36 | -6.56 | 25.70 | 6.01 | 25.87 | -4.42 | 16.41 | 12.20 | -2.16 |
| Sharpe Ratio | NA | 2.39 | 1.23 | 0.62 | 0.65 | NA | NA | … | … | 1.82 | 0.96 | 1.48 | 0.49 | -0.41 | 2.23 | 0.17 | 2.32 | -0.39 | 2.46 | 0.98 | -1.69 |
| Standard Deviation(%) | NA | 9.66 | 12.29 | 13.92 | 15.92 | NA | NA | … | … | 11.11 | 15.24 | 10.08 | 11.79 | 19.35 | 11.51 | 32.80 | 10.50 | 14.76 | 6.42 | 12.22 | 15.66 |
| Draw Down(%) | NA | 6.35 | 15.05 | 18.47 | 32.89 | NA | NA | … | … | 6.35 | 15.01 | 6.45 | 11.62 | 18.47 | 4.55 | 32.89 | 5.88 | 15.81 | 2.95 | 9.16 | 3.73 |
| Yield(%) | 0.00 | 10.79 | 9.65 | 7.81 | 8.49 | 5.80 | 4.35 | … | … | 0.55 | 11.04 | 11.50 | 4.70 | 5.22 | 8.76 | 3.41 | 6.33 | 6.54 | 5.67 | 7.24 | 3.24 |
Data as of 06/04/2026, Common starting date is 12/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEIQX (FRANKLIN EQUITY INCOME FUND CLASS R6) |
1.47%
Mar 2017 – Mar 2020 |
6.88%
Sep 2017 – Sep 2022 |
11.51%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEIQX (FRANKLIN EQUITY INCOME FUND CLASS R6) |
18.83%
Sep 2022 – Sep 2025 |
15.96%
Mar 2020 – Mar 2025 |
12.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart