Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRERX (FRANKLIN TOTAL RETURN FUND CLASS R6) | -0.26% | 4.55% | 4.14% | 0.02% | 1.77% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRERX (FRANKLIN TOTAL RETURN FUND CLASS R6) | 06/27/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 4.55 | 4.14 | 0.02 | 1.77 | NA | NA | … | … | -0.26 | 7.26 | 2.25 | 6.19 | -14.65 | -0.49 | 7.63 | 9.53 | -1.46 | 3.93 | 3.22 | -1.18 | 5.92 | 1.39 |
| Sharpe Ratio | NA | 0.83 | 0.26 | -0.40 | 0.05 | NA | NA | … | … | -0.40 | 0.97 | -0.24 | 0.35 | -2.25 | -0.15 | 1.03 | 2.57 | -1.00 | 1.18 | 1.04 | -0.43 | 2.16 | 0.66 |
| Standard Deviation(%) | NA | 3.98 | 5.50 | 5.84 | 5.10 | NA | NA | … | … | 4.22 | 4.52 | 5.65 | 7.26 | 7.17 | 3.53 | 7.15 | 3.13 | 2.87 | 2.79 | 2.90 | 2.83 | 2.73 | 4.13 |
| Draw Down(%) | NA | 3.03 | 6.04 | 19.96 | 19.96 | NA | NA | … | … | 3.03 | 2.61 | 3.99 | 7.28 | 18.97 | 3.67 | 13.28 | 1.88 | 3.34 | 1.49 | 3.73 | 4.03 | 1.60 | 2.30 |
| Yield(%) | 0.00 | 4.27 | 4.13 | 3.21 | 3.17 | 2.76 | 2.07 | … | … | 1.51 | 4.57 | 4.11 | 3.72 | 3.06 | 2.51 | 3.42 | 4.12 | 3.01 | 2.45 | 1.96 | 3.51 | 2.80 | 3.20 |
Data as of 06/05/2026, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRERX (FRANKLIN TOTAL RETURN FUND CLASS R6) |
-5.05%
Oct 2020 – Oct 2023 |
-0.94%
Oct 2017 – Oct 2022 |
0.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRERX (FRANKLIN TOTAL RETURN FUND CLASS R6) |
6.35%
Oct 2022 – Oct 2025 |
4.50%
Dec 2015 – Dec 2020 |
2.28%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart