Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNMZX (FRANKLIN NEXTSTEP MODERATE FUND ADVISOR CLASS) | NA | -7.21% | 0.18% | NA | NA | NA | NA | … | … |
Data as of 08/14/2020, Common starting date is 06/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNMZX (FRANKLIN NEXTSTEP MODERATE FUND ADVISOR CLASS) | 06/22/2016 | 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 (%) | -16.29 | -7.21 | 0.18 | NA | NA | NA | NA | … | … | -14.42 | 18.38 | -5.76 | 13.60 | 1.30 |
| Sharpe Ratio | NA | -0.31 | -0.06 | NA | NA | NA | NA | … | … | -0.71 | 2.48 | -0.75 | 3.13 | 0.30 |
| Standard Deviation(%) | NA | 25.13 | 15.94 | NA | NA | NA | NA | … | … | 31.61 | 6.84 | 9.39 | 4.16 | 7.40 |
| Draw Down(%) | NA | 22.44 | 22.44 | NA | NA | NA | NA | … | … | 22.44 | 3.60 | 12.67 | 1.18 | 3.75 |
| Yield(%) | 0.00 | 5.10 | 4.65 | 3.05 | 1.52 | 1.02 | 0.76 | … | … | 0.21 | 5.94 | 4.51 | 3.98 | 0.00 |
Data as of 08/14/2020, Common starting date is 06/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNMZX (FRANKLIN NEXTSTEP MODERATE FUND ADVISOR CLASS) |
2.04%
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 |
|---|---|---|---|---|
| FNMZX (FRANKLIN NEXTSTEP MODERATE FUND ADVISOR CLASS) |
8.22%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart