Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRETX (FRANKLIN EQUITY INCOME FUND CLASS C) | 7.44% | 22.45% | 16.34% | 7.95% | 9.74% | 9.49% | 7.14% | … | … |
Data as of 06/03/2026, Common starting date is 10/12/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRETX (FRANKLIN EQUITY INCOME FUND CLASS C) | 10/12/1995 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 22.45 | 16.34 | 7.95 | 9.74 | 9.49 | 7.14 | … | … | 7.44 | 16.16 | 17.23 | 8.20 | -10.43 | 17.98 | 3.88 | 24.53 | -5.44 | 15.07 | 10.92 | -1.55 | 8.21 | 28.41 | 10.99 | 0.71 | 15.05 | 25.48 | -35.79 | -4.33 | 15.52 | 2.44 | 9.64 | 23.92 | -15.72 | -2.09 | 17.76 | 0.06 | 5.87 | 26.22 | 12.04 | 3.60 |
| Sharpe Ratio | NA | 2.21 | 1.12 | 0.39 | 0.51 | NA | NA | … | … | 1.61 | 0.87 | 1.35 | 0.39 | -0.60 | 1.46 | 0.11 | 2.19 | -0.46 | 2.25 | 0.87 | -0.11 | 0.80 | 2.79 | 0.95 | 0.03 | 0.93 | 1.17 | -1.01 | -0.44 | 1.29 | 0.02 | 0.93 | 1.51 | -0.77 | -0.32 | 0.94 | -0.29 | 0.21 | 2.04 | 1.14 | 1.66 |
| Standard Deviation(%) | NA | 9.68 | 12.28 | 14.19 | 16.05 | NA | NA | … | … | 11.22 | 15.24 | 10.08 | 11.72 | 19.88 | 12.30 | 32.82 | 10.51 | 14.75 | 6.42 | 12.34 | 14.03 | 10.19 | 10.19 | 11.59 | 20.95 | 16.11 | 21.68 | 36.28 | 16.90 | 9.43 | 9.14 | 9.31 | 15.32 | 21.96 | 14.62 | 14.39 | 11.31 | 11.63 | 10.98 | 7.31 | 8.50 |
| Draw Down(%) | NA | 6.75 | 15.39 | 21.72 | 33.00 | NA | NA | … | … | 6.75 | 15.22 | 6.52 | 11.89 | 19.13 | 7.68 | 33.00 | 5.91 | 16.05 | 3.07 | 9.32 | 11.60 | 7.55 | 5.58 | 9.85 | 17.89 | 13.94 | 24.88 | 45.69 | 16.79 | 7.35 | 6.39 | 5.93 | 16.88 | 31.25 | 16.91 | 10.31 | 11.35 | 14.43 | 7.34 | 4.59 | 3.63 |
| Yield(%) | 0.00 | 9.45 | 8.36 | 5.07 | 5.91 | 6.54 | 5.00 | … | … | 0.00 | 10.01 | 10.40 | 3.44 | 1.43 | 1.34 | 1.60 | 5.14 | 5.45 | 4.51 | 6.13 | 4.35 | 6.99 | 2.50 | 2.03 | 1.88 | 2.61 | 2.64 | 1.90 | 5.80 | 8.31 | 4.04 | 1.66 | 1.68 | 1.57 | 2.24 | 4.73 | 8.84 | 7.92 | 7.90 | 5.47 | 1.04 |
Data as of 06/03/2026, Common starting date is 10/12/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRETX (FRANKLIN EQUITY INCOME FUND CLASS C) |
-16.93%
Feb 2006 – Feb 2009 |
-8.51%
Feb 2004 – Feb 2009 |
-1.90%
Feb 1999 – Feb 2009 |
3.36%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRETX (FRANKLIN EQUITY INCOME FUND CLASS C) |
23.31%
Feb 2009 – Feb 2012 |
20.37%
Feb 2009 – Feb 2014 |
13.40%
Feb 2009 – Feb 2019 |
11.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart