Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FKSRX (FRANKLIN STRATEGIC INCOME FUND CLASS R) | 0.37% | 2.69% | 2.92% | 2.47% | 1.49% | 2.75% | 3.61% | 4.40% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FKSRX (FRANKLIN STRATEGIC INCOME FUND CLASS R) | 01/02/2002 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 01/02/2002.
AR inception is since 01/02/2002.
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.12 | 2.69 | 2.92 | 2.47 | 1.49 | 2.75 | 3.61 | 4.40 | 0.37 | 2.45 | 8.05 | -10.88 | 1.88 | 3.16 | 7.92 | -2.01 | 4.28 | 7.65 | -4.53 | 1.53 | 2.86 | 12.12 | 2.44 | 10.48 | 25.13 | -11.10 | 5.64 | 7.86 | 1.27 | 9.61 | 20.13 | 1.93 |
Sharpe Ratio | NA | -0.70 | -0.38 | 0.00 | -0.04 | NA | NA | 0.81 | -0.29 | -1.11 | 0.88 | -2.43 | 0.96 | 0.35 | 3.42 | -1.68 | 2.01 | 2.27 | -1.59 | 0.68 | 1.11 | 5.00 | 0.53 | 3.14 | 6.09 | -1.95 | 1.07 | 2.11 | -0.35 | 2.28 | 5.26 | 0.20 |
Standard Deviation(%) | NA | 4.12 | 4.51 | 3.92 | 4.11 | NA | NA | 3.81 | 5.00 | 3.74 | 4.36 | 5.06 | 1.95 | 8.28 | 1.91 | 1.98 | 1.82 | 3.29 | 2.87 | 2.22 | 2.55 | 2.44 | 4.52 | 3.31 | 4.11 | 6.13 | 2.49 | 2.19 | 2.57 | 3.81 | 3.70 | 4.10 |
Draw Down(%) | NA | 3.81 | 6.95 | 15.11 | 17.61 | NA | NA | 19.15 | 2.89 | 2.97 | 3.46 | 14.38 | 1.99 | 17.61 | 1.21 | 2.97 | 1.03 | 3.19 | 7.28 | 4.25 | 4.83 | 2.85 | 6.96 | 3.71 | 4.27 | 19.15 | 2.74 | 1.99 | 3.38 | 5.58 | 5.05 | 8.42 |
Yield(%) | 0.00 | 2.57 | 3.65 | 3.60 | 3.16 | 3.94 | 4.41 | 5.06 | 0.00 | 4.00 | 4.45 | 3.54 | 3.33 | 3.69 | 4.37 | 3.84 | 2.07 | 2.40 | 4.16 | 5.90 | 4.94 | 5.99 | 5.61 | 5.27 | 5.74 | 7.58 | 6.45 | 5.70 | 5.63 | 6.07 | 5.90 | 5.64 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FKSRX (FRANKLIN STRATEGIC INCOME FUND CLASS R) |
-2.93%
Sep 2019 - Sep 2022 |
-0.79%
Oct 2017 - Oct 2022 |
0.88%
Oct 2013 - Oct 2023 |
2.70%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FKSRX (FRANKLIN STRATEGIC INCOME FUND CLASS R) |
13.97%
Feb 2009 - Feb 2012 |
11.37%
Nov 2008 - Nov 2013 |
8.40%
Oct 2002 - Oct 2012 |
6.47%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart