Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FISEX (FRANKLIN EQUITY INCOME FUND CLASS A) | 9.58% | 13.86% | 10.80% | 11.04% | 9.05% | 10.40% | 7.37% | 8.70% |
Data as of 07/30/2025, AR inception is 08/12/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISEX (FRANKLIN EQUITY INCOME FUND CLASS A) | 08/12/1988 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 13.86 | 10.80 | 11.04 | 9.05 | 10.40 | 7.37 | 8.70 | 9.58 | 8.48 | 7.25 | -9.71 | 18.93 | 4.66 | 25.51 | -4.76 | 15.99 | 11.77 | -0.85 | 9.07 | 29.29 | 11.85 | 1.47 | 15.89 | 26.41 | -35.39 | -3.63 | 16.33 | 3.19 | 10.45 | 24.85 | -15.61 | -1.41 | 18.59 | 0.86 | 6.69 | 27.21 | 12.73 | 22.61 | -2.09 | 14.64 | 12.09 | 27.60 | -9.42 | 23.03 | 4.09 |
| Sharpe Ratio | NA | 0.77 | 0.60 | 0.62 | 0.48 | NA | NA | 0.43 | 0.82 | 0.15 | 0.25 | -0.56 | 1.53 | 0.13 | 2.30 | -0.41 | 2.38 | 0.94 | -0.06 | 0.89 | 2.88 | 1.03 | 0.07 | 0.98 | 1.22 | -1.00 | -0.39 | 1.39 | 0.11 | 1.02 | 1.57 | -0.76 | -0.26 | 1.01 | -0.21 | 0.29 | 2.14 | 1.25 | 3.54 | -0.70 | 1.94 | 1.39 | 2.17 | -1.19 | 1.79 | 0.65 |
| Standard Deviation(%) | NA | 16.01 | 14.54 | 14.72 | 16.47 | NA | NA | 14.98 | 18.90 | 12.47 | 12.11 | 19.86 | 12.32 | 32.78 | 10.50 | 14.75 | 6.48 | 12.30 | 14.05 | 10.16 | 10.15 | 11.58 | 20.89 | 16.10 | 21.59 | 36.31 | 16.91 | 9.45 | 9.15 | 9.33 | 15.40 | 21.95 | 14.62 | 14.37 | 11.30 | 11.63 | 11.01 | 7.33 | 5.31 | 7.16 | 6.45 | 6.94 | 10.93 | 12.27 | 9.65 | 8.85 |
| Draw Down(%) | NA | 15.15 | 15.15 | 21.16 | 32.97 | NA | NA | 56.46 | 15.09 | 13.22 | 11.72 | 18.66 | 7.57 | 32.97 | 5.86 | 15.86 | 3.00 | 9.22 | 11.45 | 7.47 | 5.55 | 9.80 | 17.64 | 14.06 | 24.77 | 45.53 | 16.59 | 7.27 | 6.30 | 5.83 | 16.79 | 31.21 | 16.72 | 10.20 | 11.09 | 14.19 | 7.32 | 4.47 | 3.56 | 8.30 | 3.66 | 4.65 | 5.55 | 18.55 | 5.60 | 4.41 |
| Yield(%) | 0.00 | 9.42 | 5.26 | 4.74 | 5.47 | 7.32 | 5.18 | 9.52 | 0.59 | 11.17 | 2.66 | 2.11 | 2.20 | 2.29 | 5.96 | 6.21 | 5.28 | 6.86 | 5.06 | 7.73 | 3.28 | 2.76 | 2.60 | 3.33 | 3.34 | 2.56 | 6.49 | 9.01 | 4.75 | 2.39 | 2.40 | 1.71 | 2.96 | 5.51 | 9.55 | 8.64 | 8.63 | 6.11 | 4.67 | 4.37 | 5.73 | 5.48 | 6.44 | 5.97 | 5.81 | 3.57 |
Data as of 07/30/2025, AR inception is 08/12/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISEX (FRANKLIN EQUITY INCOME FUND CLASS A) |
-16.37%
Feb 2006 - Feb 2009 |
-7.87%
Feb 2004 - Feb 2009 |
-1.25%
Feb 1999 - Feb 2009 |
3.05%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISEX (FRANKLIN EQUITY INCOME FUND CLASS A) |
24.22%
Feb 2009 - Feb 2012 |
21.26%
Feb 2009 - Feb 2014 |
14.25%
Feb 2009 - Feb 2019 |
11.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart