Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FISCX (FRANKLIN CONVERTIBLE SECURITIES FUND CLASS A) | 10.77% | 24.41% | 16.10% | 1.67% | 8.75% | 8.01% | 7.48% | … | … |
Data as of 06/03/2026, Common starting date is 08/13/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISCX (FRANKLIN CONVERTIBLE SECURITIES FUND CLASS A) | 08/13/1987 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.34 | 24.41 | 16.10 | 1.67 | 8.75 | 8.01 | 7.48 | … | … | 10.77 | 13.63 | 15.85 | 9.96 | -22.00 | -11.43 | 32.27 | 23.92 | 4.16 | 17.98 | 7.75 | 0.82 | 4.31 | 23.22 | 13.41 | -5.57 | 20.87 | 49.72 | -35.49 | 0.45 | 12.16 | 7.12 | 16.33 | 35.44 | -15.86 | 0.98 | 15.22 | 21.15 | -6.98 | 20.27 | 16.33 | 17.77 | -7.43 | 19.39 | 16.24 | 33.63 | -5.75 | 12.17 | 11.28 | -12.07 |
| Sharpe Ratio | NA | 2.07 | 1.29 | -0.09 | 0.49 | NA | NA | … | … | 1.79 | 0.93 | 1.50 | 0.78 | -1.34 | -0.51 | 1.33 | 2.13 | 0.21 | 2.65 | 0.79 | 0.08 | 0.44 | 2.92 | 1.44 | -0.34 | 1.85 | 3.40 | -1.53 | -0.25 | 1.18 | 0.61 | 1.91 | 4.03 | -1.17 | -0.09 | 0.59 | 1.76 | -1.09 | 2.08 | 2.12 | 1.77 | -1.32 | 3.37 | 2.34 | 3.78 | -1.31 | 1.37 | 1.39 | -2.93 |
| Standard Deviation(%) | NA | 10.38 | 10.00 | 14.39 | 14.51 | NA | NA | … | … | 12.77 | 11.57 | 8.16 | 8.17 | 17.54 | 22.60 | 24.01 | 10.53 | 13.01 | 6.57 | 9.58 | 9.73 | 9.67 | 7.94 | 9.33 | 16.27 | 11.22 | 14.57 | 23.79 | 10.81 | 7.43 | 8.01 | 8.05 | 8.62 | 14.49 | 16.17 | 18.76 | 10.10 | 9.55 | 7.95 | 5.94 | 7.79 | 7.98 | 5.09 | 5.82 | 7.82 | 8.53 | 4.54 | 4.60 | 11.20 |
| Draw Down(%) | NA | 6.38 | 12.95 | 39.50 | 39.50 | NA | NA | … | … | 6.38 | 12.95 | 4.32 | 8.81 | 22.69 | 23.00 | 25.50 | 6.74 | 13.30 | 2.95 | 9.19 | 9.50 | 9.30 | 5.27 | 8.35 | 20.84 | 8.96 | 11.43 | 46.23 | 10.26 | 5.24 | 6.16 | 6.12 | 5.52 | 27.58 | 19.47 | 12.80 | 7.42 | 20.99 | 6.08 | 7.32 | 6.59 | 11.46 | 2.88 | 3.69 | 4.14 | 18.83 | 5.52 | 3.68 | 16.52 |
| Yield(%) | 0.00 | 10.12 | 6.45 | 2.86 | 5.56 | 5.57 | 5.46 | … | … | 0.27 | 10.25 | 4.71 | 2.39 | 0.59 | 0.79 | 1.25 | 9.84 | 6.83 | 8.33 | 4.81 | 4.51 | 5.62 | 3.21 | 4.02 | 3.21 | 4.16 | 6.30 | 4.92 | 7.19 | 10.91 | 7.72 | 5.15 | 4.92 | 4.81 | 5.35 | 10.10 | 4.96 | 4.64 | 13.08 | 11.93 | 5.41 | 4.59 | 6.06 | 6.65 | 8.29 | 8.58 | 7.52 | 7.58 | 2.45 |
Data as of 06/03/2026, Common starting date is 08/13/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISCX (FRANKLIN CONVERTIBLE SECURITIES FUND CLASS A) |
-12.35%
Feb 2006 – Feb 2009 |
-3.58%
Feb 2004 – Feb 2009 |
3.27%
Nov 1998 – Nov 2008 |
4.51%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISCX (FRANKLIN CONVERTIBLE SECURITIES FUND CLASS A) |
26.72%
Oct 1990 – Oct 1993 |
21.03%
Feb 2009 – Feb 2014 |
15.05%
Oct 1990 – Oct 2000 |
12.15%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart