Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPOFX (FRANKLIN PAYOUT 2019 FUND ADVISOR CLASS) | NA | 2.27% | 1.57% | 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 |
|---|---|---|
| FPOFX (FRANKLIN PAYOUT 2019 FUND ADVISOR CLASS) | 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 | 2.27 | 1.57 | NA | NA | NA | NA | … | … | 0.00 | 2.47 | 1.30 | 1.24 | 3.17 | 0.23 |
| Sharpe Ratio | NA | 1.81 | 0.50 | NA | NA | NA | NA | … | … | 0.00 | 2.02 | -0.04 | 0.53 | 1.51 | 0.13 |
| Standard Deviation(%) | NA | 0.49 | 0.86 | NA | NA | NA | NA | … | … | NA | 0.53 | 0.88 | 1.15 | 1.95 | 2.65 |
| Draw Down(%) | NA | 0.10 | 0.75 | NA | NA | NA | NA | … | … | 0.00 | 0.10 | 0.40 | 0.50 | 1.43 | 1.36 |
| Yield(%) | 0.00 | 1.76 | 1.82 | 1.71 | 0.85 | 0.57 | 0.43 | … | … | 0.00 | 1.77 | 1.89 | 1.83 | 1.85 | 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 |
|---|---|---|---|---|
| FPOFX (FRANKLIN PAYOUT 2019 FUND ADVISOR CLASS) |
1.13%
Jul 2016 – Jul 2019 |
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 |
|---|---|---|---|---|
| FPOFX (FRANKLIN PAYOUT 2019 FUND ADVISOR CLASS) |
1.90%
Dec 2015 – Dec 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart