Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FKINX (FRANKLIN INCOME FUND CLASS A) | 5.88% | 9.71% | 8.15% | 8.84% | 5.93% | 7.09% | 6.10% | 8.20% |
Data as of 07/03/2025, AR inception is 01/31/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKINX (FRANKLIN INCOME FUND CLASS A) | 01/31/1986 | 07/03/2025 |
| 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 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 9.71 | 8.15 | 8.84 | 5.93 | 7.09 | 6.10 | 8.20 | 5.88 | 7.12 | 8.81 | -5.06 | 14.58 | 3.56 | 15.75 | -5.30 | 8.41 | 16.29 | -7.81 | 4.14 | 14.41 | 13.99 | 3.09 | 12.30 | 35.48 | -30.37 | 5.34 | 19.15 | 2.10 | 11.62 | 30.96 | -2.78 | 0.65 | 20.59 | -0.74 | 0.95 | 16.85 | 10.45 | 21.29 | -7.58 | 20.10 | 14.64 | 40.77 | -8.86 | 11.67 | 8.23 | 3.82 | 15.85 |
| Sharpe Ratio | NA | 0.80 | 0.57 | 0.80 | 0.45 | NA | NA | 0.60 | 0.91 | 0.09 | 0.62 | -0.59 | 1.84 | 0.18 | 2.18 | -0.85 | 1.58 | 1.61 | -0.77 | 0.58 | 2.06 | 1.93 | 0.26 | 1.47 | 2.98 | -1.56 | 0.30 | 2.84 | -0.01 | 1.98 | 4.28 | -0.12 | -0.21 | 2.21 | -0.63 | -0.34 | 2.25 | 1.13 | 3.83 | -1.93 | 4.27 | 2.09 | 5.16 | -1.12 | 1.37 | 0.63 | -0.03 | 2.13 |
| Standard Deviation(%) | NA | 8.06 | 8.11 | 8.66 | 9.89 | NA | NA | 9.85 | 9.93 | 5.62 | 7.43 | 10.98 | 7.91 | 18.83 | 6.59 | 7.77 | 4.94 | 9.99 | 10.19 | 7.11 | 6.97 | 7.27 | 11.60 | 8.31 | 11.89 | 20.05 | 7.73 | 5.62 | 6.71 | 5.39 | 7.08 | 31.18 | 7.98 | 7.47 | 6.34 | 7.06 | 5.91 | 6.09 | 4.56 | 5.45 | 4.20 | 5.80 | 7.14 | 12.58 | 4.36 | 5.63 | 6.42 | 6.26 |
| Draw Down(%) | NA | 7.42 | 9.65 | 13.21 | 23.91 | NA | NA | 42.91 | 7.42 | 3.70 | 7.27 | 13.21 | 4.77 | 23.91 | 3.84 | 10.16 | 2.51 | 7.67 | 13.25 | 9.05 | 5.84 | 5.22 | 13.77 | 7.94 | 17.91 | 40.29 | 6.22 | 2.02 | 5.44 | 5.66 | 5.73 | 25.14 | 7.28 | 3.20 | 5.59 | 10.35 | 4.99 | 4.65 | 1.78 | 9.14 | 2.41 | 2.69 | 2.98 | 15.47 | 3.09 | 2.30 | 9.02 | 4.63 |
| Yield(%) | 0.00 | 5.19 | 5.67 | 5.92 | 5.23 | 6.32 | 5.51 | 7.88 | 2.80 | 5.67 | 5.79 | 4.90 | 4.78 | 5.08 | 5.61 | 5.02 | 5.17 | 5.77 | 5.00 | 5.02 | 5.86 | 6.79 | 6.71 | 6.36 | 9.23 | 6.40 | 7.93 | 7.60 | 6.81 | 6.51 | 8.36 | 6.01 | 8.26 | 9.77 | 8.22 | 7.59 | 8.89 | 8.15 | 9.90 | 7.35 | 8.14 | 9.43 | 13.10 | 10.63 | 10.68 | 10.33 | 9.78 | 10.28 |
Data as of 07/03/2025, AR inception is 01/31/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKINX (FRANKLIN INCOME FUND CLASS A) |
-8.87%
Feb 2006 - Feb 2009 |
-2.35%
Feb 2004 - Feb 2009 |
3.52%
Nov 1998 - Nov 2008 |
4.55%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKINX (FRANKLIN INCOME FUND CLASS A) |
26.28%
Oct 1990 - Oct 1993 |
18.62%
Feb 2009 - Feb 2014 |
12.98%
Dec 1990 - Dec 2000 |
11.44%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart