Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEPFX (Franklin Equity Portfolio Fund) | NA | -15.65% | NA | NA | NA | NA | NA | … | … |
Data as of 07/26/2022, Common starting date is 07/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEPFX (Franklin Equity Portfolio Fund) | 07/20/2020 | 07/26/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.65 | NA | NA | NA | NA | NA | … | … | -19.73 | 16.23 | 10.40 |
| Sharpe Ratio | NA | -0.93 | NA | NA | NA | NA | NA | … | … | -1.61 | 1.25 | 1.64 |
| Standard Deviation(%) | NA | 17.22 | NA | NA | NA | NA | NA | … | … | 20.51 | 13.01 | 14.72 |
| Draw Down(%) | NA | 20.31 | NA | NA | NA | NA | NA | … | … | 20.16 | 6.01 | 8.01 |
| Yield(%) | 0.00 | 4.87 | 2.72 | 1.63 | 0.82 | 0.54 | 0.41 | … | … | 0.29 | 5.80 | 1.45 |
Data as of 07/26/2022, Common starting date is 07/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEPFX (Franklin Equity Portfolio Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEPFX (Franklin Equity Portfolio Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart