Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKIQX (Franklin Income Fund Cl A) | 3.79% | 12.87% | 9.71% | 6.05% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKIQX (Franklin Income Fund Cl A) | 09/11/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 12.87 | 9.71 | 6.05 | NA | NA | NA | … | … | 3.79 | 9.39 | 7.14 | 8.83 | -5.47 | 17.57 | 3.57 | 15.81 | -6.97 |
| Sharpe Ratio | NA | 2.35 | 1.05 | 0.49 | NA | NA | NA | … | … | 1.71 | 0.82 | 0.63 | 0.72 | -0.63 | 2.30 | 0.17 | 2.28 | -2.60 |
| Standard Deviation(%) | NA | 4.95 | 6.88 | 7.89 | NA | NA | NA | … | … | 5.34 | 8.14 | 5.61 | 7.30 | 10.94 | 7.62 | 18.97 | 6.28 | 8.83 |
| Draw Down(%) | NA | 3.06 | 7.45 | 13.61 | NA | NA | NA | … | … | 3.06 | 7.45 | 3.31 | 7.31 | 13.61 | 3.19 | 24.02 | 3.86 | 10.32 |
| Yield(%) | 0.00 | 5.47 | 5.80 | 5.47 | 4.35 | 2.90 | 2.17 | … | … | 2.20 | 5.93 | 5.69 | 5.81 | 4.90 | 7.09 | 5.11 | 5.61 | 0.87 |
Data as of 06/05/2026, Common starting date is 09/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKIQX (Franklin Income Fund Cl A) |
3.30%
Dec 2021 – Dec 2024 |
4.71%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKIQX (Franklin Income Fund Cl A) |
12.26%
Mar 2020 – Mar 2023 |
10.41%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart