Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FELE (Franklin Electric Co., Inc.) | 8.02% | 19.51% | 2.24% | 5.82% | 12.85% | 12.23% | 8.20% | … | … |
Data as of 06/09/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FELE (Franklin Electric Co., Inc.) | 03/17/1980 | 06/09/2026 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.66 | 19.51 | 2.24 | 5.82 | 12.85 | 12.23 | 8.20 | … | … | 8.02 | -0.86 | 1.82 | 22.40 | -14.83 | 37.78 | 22.08 | 35.26 | -5.60 | 19.21 | 45.69 | -27.15 | -15.15 | 45.17 | 43.91 | 13.27 | 36.20 | 5.21 | -25.64 | -24.76 | 31.07 | -5.57 | 41.00 | 27.25 | 18.36 | 21.30 | -1.15 | 3.98 | 5.06 | 37.43 | 41.67 | -2.94 | -4.23 | 47.92 | 33.33 | 94.59 | 8.82 | -73.44 | 40.66 | 22.97 | 12.12 | 17.86 | -25.33 | 7.14 | -4.11 | 32.73 | 17.02 |
| Sharpe Ratio | NA | 0.49 | -0.03 | 0.07 | 0.34 | NA | NA | … | … | 0.18 | -0.15 | -0.07 | 0.79 | -0.49 | 1.50 | 0.41 | 1.29 | -0.23 | 0.69 | 1.39 | -0.91 | -0.57 | 1.85 | 1.65 | 0.30 | 1.03 | 0.09 | -0.49 | -0.82 | 0.80 | -0.23 | 1.11 | 0.76 | 0.40 | 0.76 | -0.15 | 0.02 | 0.04 | 0.95 | 0.89 | -0.16 | -0.15 | 1.15 | 0.80 | 2.04 | 0.07 | -0.60 | 0.94 | 0.49 | 0.24 | 0.33 | -1.50 | 0.03 | -0.50 | 0.59 | 0.27 |
| Standard Deviation(%) | NA | 27.93 | 25.77 | 27.27 | 31.32 | NA | NA | … | … | 34.81 | 24.97 | 24.82 | 23.92 | 33.00 | 25.19 | 52.43 | 26.27 | 30.79 | 26.95 | 32.80 | 29.98 | 26.66 | 24.38 | 26.85 | 44.15 | 34.91 | 54.16 | 53.59 | 34.34 | 34.82 | 34.28 | 36.02 | 34.79 | 43.45 | 25.22 | 36.10 | 28.23 | 39.53 | 35.34 | 42.20 | 43.98 | 48.11 | 39.73 | 37.99 | 44.26 | 48.50 | 132.96 | 37.71 | 38.37 | 32.69 | 37.18 | 21.52 | 26.25 | 23.85 | 37.23 | 50.93 |
| Draw Down(%) | NA | 18.18 | 23.52 | 29.22 | 32.02 | NA | NA | … | … | 18.18 | 20.58 | 12.09 | 20.95 | 27.72 | 11.75 | 32.02 | 20.30 | 22.39 | 18.10 | 14.54 | 31.97 | 23.47 | 12.27 | 13.36 | 33.62 | 24.44 | 42.04 | 47.88 | 29.74 | 25.83 | 20.66 | 15.38 | 19.16 | 32.27 | 16.67 | 20.54 | 16.01 | 26.21 | 16.67 | 19.61 | 16.67 | 30.14 | 14.56 | 17.17 | 12.68 | 22.73 | 76.87 | 23.88 | 36.28 | 22.98 | 21.13 | 29.49 | 15.19 | 32.89 | 40.20 | 37.97 |
| Yield(%) | 0.00 | 1.26 | 1.03 | 1.14 | 2.15 | 2.80 | 1.92 | … | … | 0.58 | 1.11 | 1.05 | 1.13 | 0.84 | 1.03 | 1.06 | 1.34 | 1.04 | 1.07 | 1.50 | 1.03 | 0.79 | 0.95 | 1.25 | 1.36 | 1.74 | 1.74 | 1.34 | 0.93 | 1.05 | 0.89 | 1.03 | 1.13 | 1.21 | 1.45 | 1.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FELE (Franklin Electric Co., Inc.) |
-31.94%
Sep 1987 – Sep 1990 |
-13.45%
Feb 1985 – Feb 1990 |
-6.44%
Aug 1980 – Aug 1990 |
3.17%
Jul 1981 – Jul 1996 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FELE (Franklin Electric Co., Inc.) |
57.26%
Oct 1990 – Oct 1993 |
33.37%
Feb 2009 – Feb 2014 |
24.21%
Oct 1989 – Oct 1999 |
23.34%
Jan 1990 – Jan 2005 |
Annualized Rolling Returns Comparison Chart