Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FKMZX (FRANKLIN K2 GLOBAL MACRO OPPORTUNITIES FUND ADVISOR CLASS) NA 0.00% 1.49% NA NA NA NA
Data as of 12/09/2020, Common starting date is 08/04/2016
More Performance Analytics Comparison
Name Start Date End Date
FKMZX (FRANKLIN K2 GLOBAL MACRO OPPORTUNITIES FUND ADVISOR CLASS) 08/04/2016 12/09/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016
Annualized Return (%) 0.00 0.00 1.49 NA NA NA NA 0.00 6.37 -1.71 -2.01 -3.93
Sharpe Ratio NA 0.00 0.16 NA NA NA NA 0.00 1.52 -0.59 -0.75 -2.57
Standard Deviation(%) NA 0.01 3.54 NA NA NA NA NA 3.28 5.12 3.52 3.70
Draw Down(%) NA 0.00 4.27 NA NA NA NA 0.00 1.86 4.27 4.21 4.52
Yield(%) 0.00 0.00 1.36 0.89 0.44 0.30 0.22 0.00 3.81 0.33 0.00 0.60
Data as of 12/09/2020, Common starting date is 08/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FKMZX (FRANKLIN K2 GLOBAL MACRO OPPORTUNITIES FUND ADVISOR CLASS) -0.29%
Sep 2016 – Sep 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FKMZX (FRANKLIN K2 GLOBAL MACRO OPPORTUNITIES FUND ADVISOR CLASS) 2.12%
Sep 2017 – Sep 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return