Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNCDX (FRANKLIN NEXTSTEP CONSERVATIVE FUND CLASS C) | NA | -4.02% | 0.48% | 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 |
|---|---|---|
| FNCDX (FRANKLIN NEXTSTEP CONSERVATIVE FUND CLASS C) | 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 (%) | -10.01 | -4.02 | 0.48 | NA | NA | NA | NA | … | … | -6.77 | 10.41 | -3.36 | 6.22 | 5.50 |
| Sharpe Ratio | NA | -0.35 | -0.07 | NA | NA | NA | NA | … | … | -0.66 | 3.14 | -1.16 | 2.49 | 1.60 |
| Standard Deviation(%) | NA | 13.19 | 8.14 | NA | NA | NA | NA | … | … | 16.66 | 2.86 | 4.06 | 2.26 | 3.68 |
| Draw Down(%) | NA | 11.95 | 11.95 | NA | NA | NA | NA | … | … | 11.95 | 1.11 | 6.42 | 0.85 | 2.72 |
| Yield(%) | 0.00 | 1.97 | 2.26 | 1.68 | 0.84 | 0.56 | 0.42 | … | … | 0.14 | 2.64 | 2.72 | 1.59 | 0.88 |
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 |
|---|---|---|---|---|
| FNCDX (FRANKLIN NEXTSTEP CONSERVATIVE FUND CLASS C) |
1.60%
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 |
|---|---|---|---|---|
| FNCDX (FRANKLIN NEXTSTEP CONSERVATIVE FUND CLASS C) |
4.38%
Jan 2017 – Jan 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart