Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/27/2016.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FLVAX (FRANKLIN LARGE CAP VALUE FUND CLASS A) | NA | -19.56% | -0.58% | 3.25% | 0.13% | NA | NA | 1.23% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FLVAX (FRANKLIN LARGE CAP VALUE FUND CLASS A) | 05/29/2001 | 05/27/2016 |
The return data shown below all have the same latest date: 05/27/2016.
AR inception is since 05/29/2001.
AR inception is since 05/29/2001.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | -19.56 | -0.58 | 3.25 | 0.13 | NA | NA | 1.23 | -2.23 | -16.33 | 6.15 | 34.17 | 12.05 | -6.80 | 12.36 | 23.63 | -38.18 | -8.74 | 8.84 | 0.34 | 12.58 | 25.43 | -16.05 | -3.86 |
Sharpe Ratio | NA | -0.97 | -0.02 | 0.18 | -0.03 | NA | NA | 0.01 | -0.31 | -0.88 | 0.50 | 2.89 | 0.87 | -0.27 | 0.64 | 0.72 | -0.90 | -0.63 | 0.52 | -0.19 | 1.28 | 1.71 | -0.73 | -0.59 |
Standard Deviation(%) | NA | 20.34 | 15.59 | 17.83 | 23.47 | NA | NA | 20.80 | 18.08 | 18.50 | 12.32 | 11.82 | 13.98 | 25.21 | 19.07 | 32.50 | 43.35 | 18.89 | 10.79 | 9.87 | 9.12 | 14.44 | 23.43 | 14.41 |
Draw Down(%) | NA | 29.31 | 29.82 | 29.82 | 63.21 | NA | NA | 63.21 | 13.54 | 20.18 | 9.69 | 5.28 | 12.02 | 24.74 | 17.88 | 32.88 | 50.03 | 16.22 | 6.94 | 5.85 | 4.90 | 12.85 | 30.94 | 16.73 |
Yield(%) | 0.00 | 8.20 | 4.28 | 3.46 | 3.29 | 3.05 | 2.29 | 3.27 | 0.00 | 8.35 | 1.96 | 0.72 | 1.20 | 0.90 | 0.94 | 1.77 | 1.29 | 7.50 | 7.00 | 3.37 | 1.15 | 0.48 | 0.55 | 1.34 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FLVAX (FRANKLIN LARGE CAP VALUE FUND CLASS A) |
-22.47%
Feb 2006 - Feb 2009 |
-12.43%
Feb 2004 - Feb 2009 |
-0.98%
Sep 2001 - Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FLVAX (FRANKLIN LARGE CAP VALUE FUND CLASS A) |
22.13%
Feb 2009 - Feb 2012 |
20.11%
Feb 2009 - Feb 2014 |
3.84%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart