Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKLZX (FRANKLIN K2 LONG SHORT CREDIT FUND ADVISOR CLASS) | NA | -1,619,280.38% | nan% | nan% | NA | NA | NA | … | … |
Data as of 05/12/2023, Common starting date is 10/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKLZX (FRANKLIN K2 LONG SHORT CREDIT FUND ADVISOR CLASS) | 10/02/2015 | 05/12/2023 |
| 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 (%) | -1,722,100.00 | -1,619,280.38 | nan | nan | NA | NA | NA | … | … | -4.21 | -10.65 | -18.38 | 2.41 | 6.80 | 1.39 | 4.97 | 8.21 | 0.45 |
| Sharpe Ratio | NA | -1.88 | -0.52 | -0.44 | NA | NA | NA | … | … | -2.81 | -3.31 | -0.91 | 0.31 | 3.40 | 0.05 | 3.88 | 4.55 | 1.10 |
| Standard Deviation(%) | NA | 4.80 | 11.98 | 9.72 | NA | NA | NA | … | … | 5.76 | 3.65 | 20.33 | 7.07 | 1.59 | 1.27 | 1.12 | 1.75 | 1.61 |
| Draw Down(%) | NA | 6.67 | 25.71 | 25.71 | NA | NA | NA | … | … | 6.39 | 10.65 | 19.37 | 14.38 | 0.66 | 1.13 | 0.19 | 1.62 | 1.48 |
| Yield(%) | 0.00 | 5.64 | 4.31 | 4.02 | 3.06 | 2.04 | 1.53 | … | … | 95.66 | 3.92 | 3.69 | 2.81 | 4.29 | 4.07 | 3.70 | 4.28 | 1.45 |
Data as of 05/12/2023, Common starting date is 10/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKLZX (FRANKLIN K2 LONG SHORT CREDIT FUND ADVISOR CLASS) |
-6.46%
Oct 2019 – Oct 2022 |
-3.12%
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 |
|---|---|---|---|---|
| FKLZX (FRANKLIN K2 LONG SHORT CREDIT FUND ADVISOR CLASS) |
6.13%
Feb 2016 – Feb 2019 |
5.60%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart