Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMDX (FRANKLIN NEXTSTEP MODERATE FUND CLASS A) | NA | -7.32% | -0.02% | 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 |
|---|---|---|
| FNMDX (FRANKLIN NEXTSTEP MODERATE 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 (%) | -16.17 | -7.32 | -0.02 | NA | NA | NA | NA | … | … | -14.48 | 18.22 | -6.09 | 13.46 | 12.11 |
| Sharpe Ratio | NA | -0.32 | -0.07 | NA | NA | NA | NA | … | … | -0.71 | 2.49 | -0.80 | 3.04 | 1.79 |
| Standard Deviation(%) | NA | 25.09 | 15.88 | NA | NA | NA | NA | … | … | 31.61 | 6.76 | 9.33 | 4.23 | 7.42 |
| Draw Down(%) | NA | 22.41 | 22.41 | NA | NA | NA | NA | … | … | 22.41 | 3.61 | 12.84 | 1.18 | 3.93 |
| Yield(%) | 0.00 | 4.91 | 4.42 | 3.42 | 1.71 | 1.14 | 0.86 | … | … | 0.16 | 5.68 | 4.27 | 3.83 | 1.27 |
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 |
|---|---|---|---|---|
| FNMDX (FRANKLIN NEXTSTEP MODERATE FUND CLASS A) |
1.78%
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 |
|---|---|---|---|---|
| FNMDX (FRANKLIN NEXTSTEP MODERATE FUND CLASS A) |
8.00%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart