Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FKBAX (FRANKLIN TOTAL RETURN FUND CLASS A) | 2.20% | 2.85% | 2.56% | -0.86% | 1.17% | 2.20% | 2.93% | 3.73% |
Data as of 07/17/2025, AR inception is 10/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKBAX (FRANKLIN TOTAL RETURN FUND CLASS A) | 10/29/1998 | 07/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 2.85 | 2.56 | -0.86 | 1.17 | 2.20 | 2.93 | 3.73 | 2.20 | 1.71 | 5.73 | -15.00 | -0.76 | 7.18 | 9.08 | -1.81 | 3.52 | 2.79 | -1.59 | 5.97 | -0.97 | 8.34 | 5.54 | 9.86 | 15.41 | -5.46 | 4.86 | 4.87 | 1.82 | 5.26 | 7.91 | 8.01 | 6.76 | 10.64 | -0.90 | 0.24 |
| Sharpe Ratio | NA | 0.05 | -0.12 | -0.48 | -0.04 | NA | NA | 0.37 | 0.32 | -0.87 | 0.21 | -2.28 | -0.22 | 0.97 | 2.44 | -1.10 | 1.03 | 0.90 | -0.57 | 2.98 | -0.28 | 3.48 | 1.66 | 2.90 | 3.43 | -0.95 | 0.50 | 0.49 | -0.12 | 1.12 | 1.74 | 0.36 | 0.38 | 1.69 | -0.93 | -0.35 |
| Standard Deviation(%) | NA | 5.18 | 6.48 | 5.78 | 5.02 | NA | NA | 6.01 | 5.30 | 5.61 | 7.19 | 7.22 | 3.53 | 7.11 | 3.15 | 2.86 | 2.81 | 2.88 | 2.81 | 2.00 | 3.57 | 2.40 | 3.31 | 3.36 | 4.47 | 6.73 | 3.77 | 3.28 | 3.03 | 3.87 | 4.14 | 18.90 | 11.72 | 3.87 | 4.42 | 4.53 |
| Draw Down(%) | NA | 4.59 | 9.54 | 20.16 | 20.16 | NA | NA | 20.16 | 2.75 | 3.95 | 7.43 | 19.16 | 3.66 | 13.19 | 1.89 | 3.46 | 1.44 | 3.82 | 4.17 | 0.70 | 5.68 | 1.26 | 2.50 | 3.31 | 2.60 | 13.17 | 2.59 | 2.26 | 2.43 | 4.72 | 4.29 | 12.39 | 8.39 | 2.56 | 4.92 | 1.92 |
| Yield(%) | 0.00 | 3.65 | 3.42 | 2.78 | 2.80 | 3.32 | 3.72 | 4.25 | 1.71 | 3.79 | 3.39 | 2.75 | 2.16 | 3.09 | 3.76 | 2.69 | 2.15 | 1.73 | 3.21 | 3.99 | 3.69 | 5.34 | 5.77 | 4.70 | 4.99 | 6.84 | 4.83 | 4.81 | 4.62 | 4.63 | 5.24 | 5.41 | 6.56 | 7.65 | 6.60 | 1.88 |
Data as of 07/17/2025, AR inception is 10/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKBAX (FRANKLIN TOTAL RETURN FUND CLASS A) |
-5.40%
Oct 2020 - Oct 2023 |
-1.31%
Oct 2017 - Oct 2022 |
0.33%
Oct 2012 - Oct 2022 |
2.30%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKBAX (FRANKLIN TOTAL RETURN FUND CLASS A) |
11.83%
Oct 2008 - Oct 2011 |
8.61%
Oct 2008 - Oct 2013 |
6.33%
Apr 2000 - Apr 2010 |
5.96%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart