Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FREEX (FRANKLIN REAL ESTATE SECURITIES FUND CLASS A) | 12.32% | 11.73% | 9.34% | 1.12% | 3.64% | 5.97% | 3.69% | … | … |
Data as of 06/05/2026, Common starting date is 12/14/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FREEX (FRANKLIN REAL ESTATE SECURITIES FUND CLASS A) | 12/14/1994 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 11.73 | 9.34 | 1.12 | 3.64 | 5.97 | 3.69 | … | … | 12.32 | 2.24 | 3.71 | 9.99 | -27.37 | 34.22 | -10.02 | 27.10 | -6.58 | 4.01 | 4.77 | 3.87 | 30.03 | 2.18 | 15.79 | 9.23 | 27.19 | 17.13 | -38.45 | -27.94 | 21.28 | 13.15 | 32.33 | 37.64 | 1.28 | 7.64 | 30.84 | -5.63 | -15.36 | 19.90 | 32.50 | 18.04 | 7.60 |
| Sharpe Ratio | NA | 0.63 | 0.40 | -0.04 | 0.09 | NA | NA | … | … | 1.95 | -0.04 | 0.01 | 0.32 | -1.15 | 2.28 | -0.25 | 2.00 | -0.48 | 0.32 | 0.27 | 0.22 | 2.70 | 0.14 | 1.17 | 0.32 | 0.99 | 0.26 | -0.54 | -1.27 | 1.27 | 0.87 | 2.03 | 3.36 | 0.01 | 0.50 | 2.50 | -0.93 | -1.37 | 2.00 | 4.92 | 2.46 | 34.83 |
| Standard Deviation(%) | NA | 12.75 | 16.21 | 18.67 | 20.68 | NA | NA | … | … | 13.77 | 16.39 | 15.56 | 19.75 | 25.22 | 14.98 | 41.60 | 12.79 | 16.60 | 10.41 | 17.12 | 17.61 | 11.12 | 15.46 | 13.59 | 29.06 | 27.30 | 66.18 | 73.20 | 24.55 | 14.10 | 12.56 | 15.44 | 10.97 | 14.38 | 10.53 | 10.66 | 9.72 | 13.72 | 8.09 | 5.81 | 5.70 | 12.38 |
| Draw Down(%) | NA | 7.76 | 16.73 | 35.47 | 40.57 | NA | NA | … | … | 7.76 | 13.73 | 12.23 | 21.28 | 32.73 | 7.70 | 40.57 | 5.47 | 13.59 | 6.74 | 15.96 | 16.65 | 7.44 | 17.80 | 9.29 | 21.99 | 16.22 | 43.28 | 61.87 | 35.88 | 10.89 | 8.15 | 18.36 | 6.72 | 19.81 | 13.40 | 8.54 | 21.37 | 25.52 | 6.82 | 3.29 | 3.84 | 0.39 |
| Yield(%) | 0.00 | 6.20 | 7.64 | 4.01 | 5.30 | 6.07 | 4.16 | … | … | 0.00 | 6.44 | 10.86 | 5.36 | 0.94 | 1.05 | 1.05 | 19.11 | 4.90 | 10.38 | 4.43 | 1.51 | 1.61 | 1.53 | 1.06 | 0.59 | 0.86 | 2.18 | 7.97 | 6.54 | 18.13 | 15.74 | 9.28 | 3.88 | 3.62 | 3.92 | 5.70 | 4.73 | 5.44 | 3.59 | 3.79 | 4.45 | 2.75 |
Data as of 06/05/2026, Common starting date is 12/14/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FREEX (FRANKLIN REAL ESTATE SECURITIES FUND CLASS A) |
-31.25%
Feb 2006 – Feb 2009 |
-13.98%
Mar 2004 – Mar 2009 |
-0.03%
Feb 1999 – Feb 2009 |
2.85%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FREEX (FRANKLIN REAL ESTATE SECURITIES FUND CLASS A) |
39.93%
Mar 2009 – Mar 2012 |
26.85%
Feb 2009 – Feb 2014 |
16.76%
Mar 2009 – Mar 2019 |
11.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart