Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| FRBSX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS A) | 9.05% | 2.14% | 0.78% | 3.89% | 9.67% | 4.30% | 6.53% | 4.93% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRBSX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS A) | 09/13/1990 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 09/13/1990.
AR inception is since 09/13/1990.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 0.78 | 3.89 | 9.67 | 4.30 | 6.53 | 4.93 | 9.05 | 2.14 | 3.20 | 7.82 | -9.78 | 12.97 | -2.40 | 24.52 | -12.64 | 12.50 | 20.49 | -9.16 | 0.63 | 36.74 | 15.74 | -6.26 | 21.78 | 22.58 | -36.08 | -3.50 | 16.35 | 6.71 | 25.43 | 29.57 | -5.68 | 17.65 | 20.47 | -1.53 | -0.61 | 25.97 | 17.50 | 25.05 | -0.11 | 21.27 | 18.02 | 35.08 | -3.18 |
| Sharpe Ratio | NA | -0.30 | -0.05 | 0.41 | 0.13 | NA | NA | 0.40 | 0.14 | -0.25 | 0.23 | -0.49 | 0.68 | -0.07 | 1.82 | -0.95 | 1.25 | 1.27 | -0.61 | 0.05 | 2.99 | 1.08 | -0.22 | 0.96 | 0.67 | -0.92 | -0.37 | 1.12 | 0.37 | 2.16 | 2.62 | -0.47 | 1.14 | 1.42 | -0.53 | -0.37 | 2.85 | 2.66 | 3.39 | -0.49 | 2.55 | 1.93 | 3.03 | -1.18 |
| Standard Deviation(%) | NA | 18.56 | 18.28 | 19.41 | 19.95 | NA | NA | 17.47 | 23.70 | 13.53 | 15.45 | 22.83 | 18.97 | 39.71 | 12.73 | 14.77 | 9.54 | 16.01 | 15.13 | 11.89 | 12.28 | 14.62 | 28.10 | 22.52 | 33.43 | 40.14 | 17.44 | 11.74 | 12.28 | 11.34 | 11.00 | 14.50 | 13.63 | 11.51 | 8.95 | 10.62 | 7.83 | 5.23 | 6.25 | 6.31 | 7.51 | 8.04 | 10.30 | 12.79 |
| Draw Down(%) | NA | 22.95 | 22.95 | 29.42 | 43.69 | NA | NA | 63.47 | 15.76 | 13.10 | 16.06 | 21.76 | 17.31 | 43.69 | 8.39 | 21.42 | 5.91 | 13.12 | 15.42 | 11.17 | 5.39 | 12.17 | 26.55 | 20.18 | 35.98 | 51.26 | 18.98 | 10.19 | 7.91 | 8.10 | 11.49 | 21.67 | 15.58 | 4.44 | 12.31 | 21.52 | 5.52 | 5.11 | 4.12 | 8.71 | 5.96 | 5.71 | 5.17 | 11.07 |
| Yield(%) | 0.00 | 1.28 | 1.22 | 2.34 | 5.13 | 7.12 | 5.46 | 17.50 | 0.00 | 1.34 | 1.31 | 0.91 | 1.42 | 3.47 | 9.01 | 12.59 | 8.32 | 7.57 | 13.92 | 15.26 | 13.76 | 7.14 | 10.80 | 10.82 | 1.18 | 3.06 | 9.58 | 8.26 | 0.81 | 2.90 | 1.26 | 1.68 | 5.32 | 3.23 | 2.00 | 5.05 | 8.01 | 10.43 | 1.59 | 0.96 | 1.89 | 2.89 | 4.80 | 3.13 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRBSX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS A) |
-19.73%
Feb 2006 - Feb 2009 |
-6.89%
Feb 2004 - Feb 2009 |
2.51%
Feb 2006 - Feb 2016 |
2.76%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRBSX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS A) |
30.10%
Oct 1990 - Oct 1993 |
23.22%
Feb 2009 - Feb 2014 |
15.92%
Oct 1990 - Oct 2000 |
15.57%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart