Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/15/2014.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FICBX (Franklin Income B1) | NA | 0.00% | 4.83% | 8.34% | 1.30% | 2.42% | NA | 2.40% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FICBX (Franklin Income B1) | 06/07/1999 | 07/15/2014 |
The return data shown below all have the same latest date: 07/15/2014.
AR inception is since 06/07/1999.
AR inception is since 06/07/1999.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 0.00 | 4.83 | 8.34 | 1.30 | 2.42 | NA | 2.40 | 0.00 | 4.06 | 13.85 | 1.40 | 7.52 | 24.55 | -35.52 | -2.63 | 10.83 | -4.76 | 4.56 | 21.11 | -6.97 | -0.04 | 18.48 | -4.00 |
Sharpe Ratio | NA | 0.00 | 0.63 | 1.09 | 0.03 | NA | NA | 0.08 | 0.00 | 1.53 | 1.83 | 0.12 | 0.90 | 1.96 | -1.76 | -0.68 | 1.25 | -1.06 | 0.64 | 2.84 | -0.26 | -0.31 | 1.95 | -1.72 |
Standard Deviation(%) | NA | 0.01 | 7.64 | 7.63 | 10.16 | NA | NA | 12.08 | 0.00 | 2.63 | 7.59 | 11.33 | 8.29 | 12.49 | 20.62 | 8.33 | 6.07 | 6.57 | 5.63 | 7.20 | 30.86 | 7.65 | 7.42 | 5.91 |
Draw Down(%) | NA | 0.00 | 12.89 | 13.65 | 51.24 | NA | NA | 51.24 | 0.00 | 1.73 | 5.46 | 13.65 | 7.91 | 19.77 | 42.86 | 8.83 | 2.80 | 6.69 | 7.32 | 6.34 | 25.63 | 6.62 | 3.81 | 5.76 |
Yield(%) | 0.00 | 0.00 | 3.15 | 3.66 | 1.39 | 2.31 | 1.75 | 2.33 | 0.00 | 0.93 | 6.23 | 6.00 | 2.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.83 | 7.71 | 7.89 | 4.19 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FICBX (Franklin Income B1) |
-15.69%
Feb 2006 - Feb 2009 |
-9.44%
Feb 2004 - Feb 2009 |
0.03%
Aug 2001 - Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FICBX (Franklin Income B1) |
17.13%
Feb 2009 - Feb 2012 |
12.67%
Feb 2009 - Feb 2014 |
3.12%
Feb 2003 - Feb 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart