Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPOMX (FRANKLIN PAYOUT 2021 FUND ADVISOR CLASS) | NA | -1.59% | 2.19% | 1.15% | NA | NA | NA | … | … |
Data as of 10/01/2021, Common starting date is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPOMX (FRANKLIN PAYOUT 2021 FUND ADVISOR CLASS) | 06/02/2015 | 10/01/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.58 | -1.59 | 2.19 | 1.15 | NA | NA | NA | … | … | -1.67 | 2.46 | 4.93 | 0.35 | 2.35 | 3.73 | 0.38 |
| Sharpe Ratio | NA | -0.99 | 0.88 | 0.21 | NA | NA | NA | … | … | -1.20 | 1.13 | 2.57 | -0.64 | 0.81 | 1.09 | 0.16 |
| Standard Deviation(%) | NA | 1.63 | 1.73 | 1.88 | NA | NA | NA | … | … | 1.87 | 1.97 | 1.37 | 1.53 | 2.14 | 3.23 | 3.90 |
| Draw Down(%) | NA | 1.68 | 3.61 | 3.61 | NA | NA | NA | … | … | 1.67 | 3.61 | 0.58 | 1.59 | 1.30 | 3.54 | 1.86 |
| Yield(%) | 0.00 | 2.02 | 2.23 | 2.11 | 1.26 | 0.84 | 0.63 | … | … | 0.00 | 2.07 | 2.28 | 2.32 | 2.25 | 2.20 | 1.49 |
Data as of 10/01/2021, 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 |
|---|---|---|---|---|
| FPOMX (FRANKLIN PAYOUT 2021 FUND ADVISOR CLASS) |
1.13%
Jul 2016 – Jul 2019 |
1.13%
Sep 2016 – Sep 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPOMX (FRANKLIN PAYOUT 2021 FUND ADVISOR CLASS) |
3.05%
Apr 2018 – Apr 2021 |
2.81%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart