Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FISRX (FRANKLIN INCOME FUND CLASS R) | 4.85% | 6.18% | 7.33% | 8.01% | 5.46% | 6.37% | 5.53% | 6.35% |
Data as of 07/18/2025, AR inception is 01/02/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISRX (FRANKLIN INCOME FUND CLASS R) | 01/02/2002 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 6.18 | 7.33 | 8.01 | 5.46 | 6.37 | 5.53 | 6.35 | 4.85 | 6.74 | 7.96 | -5.58 | 14.86 | 3.06 | 15.13 | -5.82 | 8.01 | 16.12 | -8.44 | 3.26 | 14.07 | 13.56 | 2.07 | 11.99 | 35.00 | -30.68 | 4.91 | 18.31 | 1.62 | 11.72 | 28.32 | -5.38 |
| Sharpe Ratio | NA | 0.54 | 0.51 | 0.73 | 0.40 | NA | NA | 0.44 | 0.75 | 0.03 | 0.52 | -0.64 | 1.82 | 0.15 | 2.17 | -0.91 | 1.54 | 1.59 | -0.81 | 0.47 | 2.00 | 1.89 | 0.17 | 1.48 | 2.91 | -1.56 | 0.24 | 2.91 | -0.08 | 1.97 | 3.78 | -0.21 |
| Standard Deviation(%) | NA | 8.12 | 8.14 | 8.68 | 9.99 | NA | NA | 11.56 | 9.89 | 5.72 | 7.21 | 10.98 | 8.16 | 19.25 | 6.32 | 7.91 | 4.82 | 10.04 | 10.41 | 6.84 | 7.02 | 7.20 | 11.66 | 8.06 | 11.99 | 20.16 | 8.06 | 5.19 | 6.86 | 5.47 | 7.32 | 31.41 |
| Draw Down(%) | NA | 7.69 | 9.94 | 13.78 | 24.05 | NA | NA | 43.27 | 7.69 | 3.80 | 7.50 | 13.78 | 5.27 | 24.05 | 3.55 | 10.71 | 2.18 | 7.92 | 13.66 | 9.00 | 6.37 | 5.33 | 14.17 | 7.58 | 18.12 | 40.55 | 6.37 | 2.43 | 5.52 | 5.49 | 5.91 | 25.74 |
| Yield(%) | 0.00 | 4.31 | 5.12 | 5.43 | 4.87 | 5.69 | 5.07 | 5.98 | 2.17 | 5.29 | 5.38 | 4.60 | 4.84 | 4.69 | 5.31 | 4.66 | 4.74 | 5.41 | 4.58 | 4.60 | 5.45 | 6.32 | 6.22 | 6.07 | 8.57 | 6.04 | 7.54 | 7.17 | 6.39 | 6.57 | 6.60 | 4.04 |
Data as of 07/18/2025, AR inception is 01/02/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISRX (FRANKLIN INCOME FUND CLASS R) |
-9.41%
Feb 2006 - Feb 2009 |
-2.86%
Feb 2004 - Feb 2009 |
3.70%
Oct 2013 - Oct 2023 |
4.08%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISRX (FRANKLIN INCOME FUND CLASS R) |
21.73%
Feb 2009 - Feb 2012 |
18.04%
Feb 2009 - Feb 2014 |
10.44%
Feb 2009 - Feb 2019 |
8.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart