Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNCAX (FRANKLIN NEXTSTEP CONSERVATIVE FUND CLASS A) | NA | -3.60% | 1.14% | NA | NA | NA | NA | … | … |
Data as of 08/14/2020, Common starting date is 02/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNCAX (FRANKLIN NEXTSTEP CONSERVATIVE FUND CLASS A) | 02/08/2016 | 08/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.29 | -3.60 | 1.14 | NA | NA | NA | NA | … | … | -6.67 | 11.31 | -2.65 | 7.06 | 6.18 |
| Sharpe Ratio | NA | -0.32 | 0.01 | NA | NA | NA | NA | … | … | -0.64 | 3.44 | -0.98 | 2.86 | 1.82 |
| Standard Deviation(%) | NA | 13.44 | 8.27 | NA | NA | NA | NA | … | … | 16.96 | 2.88 | 4.05 | 2.26 | 3.64 |
| Draw Down(%) | NA | 11.89 | 11.89 | NA | NA | NA | NA | … | … | 11.89 | 1.10 | 5.68 | 0.94 | 2.44 |
| Yield(%) | 0.00 | 2.57 | 2.97 | 2.27 | 1.14 | 0.76 | 0.57 | … | … | 0.29 | 3.45 | 3.50 | 2.34 | 1.15 |
Data as of 08/14/2020, Common starting date is 02/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNCAX (FRANKLIN NEXTSTEP CONSERVATIVE FUND CLASS A) |
2.40%
Mar 2017 – Mar 2020 |
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 |
|---|---|---|---|---|
| FNCAX (FRANKLIN NEXTSTEP CONSERVATIVE FUND CLASS A) |
5.16%
Jan 2017 – Jan 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart