Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLDAX (FRANKLIN LOW DURATION TOTAL RETURN FUND CLASS A) | 0.36% | 3.48% | 4.68% | 2.22% | 2.27% | 1.87% | 2.72% | … | … |
Data as of 06/03/2026, Common starting date is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLDAX (FRANKLIN LOW DURATION TOTAL RETURN FUND CLASS A) | 12/30/2004 | 06/03/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.48 | 4.68 | 2.22 | 2.27 | 1.87 | 2.72 | … | … | 0.36 | 5.31 | 4.79 | 5.41 | -4.41 | 0.91 | 3.04 | 4.48 | 0.59 | 1.21 | 2.66 | -0.59 | 1.02 | 1.24 | 4.08 | 0.60 | 4.85 | 8.24 | 2.33 | 5.87 | 4.29 | 1.27 | 0.31 |
| Sharpe Ratio | NA | 0.71 | 0.78 | -0.14 | 0.25 | NA | NA | … | … | -0.69 | 1.29 | 0.55 | 0.67 | -2.44 | 0.73 | 0.45 | 2.16 | -0.61 | 0.56 | 2.10 | -0.59 | 1.17 | 1.12 | 3.32 | 0.31 | 2.61 | 3.99 | 0.48 | 1.44 | 0.51 | -0.65 | NA |
| Standard Deviation(%) | NA | 1.89 | 2.06 | 2.17 | 2.61 | NA | NA | … | … | 1.96 | 1.89 | 2.11 | 2.63 | 2.40 | 1.22 | 6.21 | 1.39 | 1.30 | 1.00 | 1.16 | 1.06 | 0.86 | 1.08 | 1.22 | 1.85 | 1.82 | 2.04 | 2.82 | 1.90 | 1.74 | 1.53 | 0.00 |
| Draw Down(%) | NA | 1.22 | 1.22 | 6.71 | 12.84 | NA | NA | … | … | 1.22 | 0.67 | 0.89 | 1.25 | 6.40 | 0.73 | 12.84 | 0.41 | 0.82 | 0.54 | 0.91 | 1.87 | 0.49 | 1.29 | 0.98 | 2.70 | 1.45 | 0.80 | 3.17 | 0.60 | 0.72 | 0.82 | 0.00 |
| Yield(%) | 0.00 | 3.88 | 4.14 | 3.43 | 3.00 | 2.64 | 3.08 | … | … | 1.35 | 4.31 | 4.34 | 3.80 | 3.08 | 2.36 | 2.95 | 3.49 | 2.94 | 1.82 | 1.72 | 2.02 | 2.30 | 2.30 | 2.56 | 3.03 | 3.22 | 3.31 | 4.59 | 4.32 | 3.80 | 3.35 | 0.31 |
Data as of 06/03/2026, Common starting date is 12/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLDAX (FRANKLIN LOW DURATION TOTAL RETURN FUND CLASS A) |
-0.55%
Oct 2019 – Oct 2022 |
0.19%
Mar 2015 – Mar 2020 |
0.86%
Oct 2012 – Oct 2022 |
1.87%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLDAX (FRANKLIN LOW DURATION TOTAL RETURN FUND CLASS A) |
5.80%
Jul 2007 – Jul 2010 |
5.33%
May 2006 – May 2011 |
3.44%
Mar 2005 – Mar 2015 |
2.90%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart