Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMFX (FRANKLIN NEXTSTEP MODERATE FUND CLASS C) | NA | -7.79% | -0.67% | 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 |
|---|---|---|
| FNMFX (FRANKLIN NEXTSTEP MODERATE 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 (%) | -16.00 | -7.79 | -0.67 | NA | NA | NA | NA | … | … | -14.67 | 17.39 | -6.77 | 12.46 | 11.43 |
| Sharpe Ratio | NA | -0.34 | -0.11 | NA | NA | NA | NA | … | … | -0.73 | 2.36 | -0.86 | 2.77 | 1.69 |
| Standard Deviation(%) | NA | 24.83 | 15.77 | NA | NA | NA | NA | … | … | 31.24 | 6.78 | 9.37 | 4.29 | 7.40 |
| Draw Down(%) | NA | 22.51 | 22.51 | NA | NA | NA | NA | … | … | 22.51 | 3.64 | 13.45 | 1.24 | 3.94 |
| Yield(%) | 0.00 | 4.33 | 3.75 | 2.85 | 1.42 | 0.95 | 0.71 | … | … | 0.00 | 4.89 | 3.56 | 3.37 | 0.89 |
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 |
|---|---|---|---|---|
| FNMFX (FRANKLIN NEXTSTEP MODERATE FUND CLASS C) |
1.01%
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 |
|---|---|---|---|---|
| FNMFX (FRANKLIN NEXTSTEP MODERATE FUND CLASS C) |
7.17%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart