Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKLQX (FRANKLIN K2 LONG SHORT CREDIT FUND CLASS R6) | NA | -6.44% | -5.00% | -3.05% | NA | NA | NA | … | … |
Data as of 05/11/2023, Common starting date is 09/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKLQX (FRANKLIN K2 LONG SHORT CREDIT FUND CLASS R6) | 09/29/2015 | 05/11/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.44 | -5.00 | -3.05 | NA | NA | NA | … | … | -4.24 | -10.65 | -18.02 | 2.79 | 6.47 | 1.42 | 4.98 | 8.34 | -0.23 |
| Sharpe Ratio | NA | -1.98 | -0.51 | -0.44 | NA | NA | NA | … | … | -2.90 | -3.28 | -0.90 | 0.37 | 3.61 | 0.07 | 3.97 | 4.69 | -0.50 |
| Standard Deviation(%) | NA | 4.80 | 11.78 | 9.56 | NA | NA | NA | … | … | 5.65 | 3.68 | 19.99 | 6.92 | 1.40 | 1.35 | 1.10 | 1.73 | 1.93 |
| Draw Down(%) | NA | 6.77 | 25.32 | 25.32 | NA | NA | NA | … | … | 6.41 | 10.65 | 19.01 | 14.30 | 0.66 | 1.13 | 0.29 | 1.52 | 1.38 |
| Yield(%) | 0.00 | 5.67 | 4.26 | 3.96 | 3.01 | 2.01 | 1.51 | … | … | 1.72 | 3.92 | 3.75 | 2.50 | 4.06 | 4.09 | 3.71 | 4.29 | 1.46 |
Data as of 05/11/2023, Common starting date is 09/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKLQX (FRANKLIN K2 LONG SHORT CREDIT FUND CLASS R6) |
-6.27%
Oct 2019 – Oct 2022 |
-3.04%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKLQX (FRANKLIN K2 LONG SHORT CREDIT FUND CLASS R6) |
5.96%
Feb 2016 – Feb 2019 |
5.56%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart