Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPOEX (FRANKLIN PAYOUT 2019 FUND CLASS R6) | NA | 4.07% | 2.17% | NA | NA | NA | NA | … | … |
Data as of 01/17/2020, Common starting date is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPOEX (FRANKLIN PAYOUT 2019 FUND CLASS R6) | 06/02/2015 | 01/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.07 | 2.17 | NA | NA | NA | NA | … | … | 0.00 | 4.28 | 1.31 | 1.25 | 3.16 | 0.23 |
| Sharpe Ratio | NA | 1.49 | 0.79 | NA | NA | NA | NA | … | … | 0.00 | 1.58 | -0.02 | 0.54 | 1.52 | 0.13 |
| Standard Deviation(%) | NA | 1.81 | 1.30 | NA | NA | NA | NA | … | … | NA | 1.82 | 0.81 | 1.14 | 1.94 | 2.57 |
| Draw Down(%) | NA | 0.10 | 0.74 | NA | NA | NA | NA | … | … | 0.00 | 0.10 | 0.40 | 0.50 | 1.44 | 1.36 |
| Yield(%) | 0.00 | 3.53 | 2.41 | 2.06 | 1.03 | 0.69 | 0.52 | … | … | 0.00 | 3.54 | 1.91 | 1.84 | 1.84 | 1.23 |
Data as of 01/17/2020, Common starting date is 06/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPOEX (FRANKLIN PAYOUT 2019 FUND CLASS R6) |
1.50%
Jul 2015 – Jul 2018 |
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 |
|---|---|---|---|---|
| FPOEX (FRANKLIN PAYOUT 2019 FUND CLASS R6) |
2.27%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart