Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRIAX (FRANKLIN INCOME FUND ADVISOR CLASS) | 4.86% | 14.11% | 10.16% | 5.83% | 7.22% | 6.62% | 6.42% | … | … |
Data as of 06/04/2026, Common starting date is 01/02/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRIAX (FRANKLIN INCOME FUND ADVISOR CLASS) | 01/02/1997 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 14.11 | 10.16 | 5.83 | 7.22 | 6.62 | 6.42 | … | … | 4.86 | 11.93 | 7.19 | 8.90 | -5.02 | 15.23 | 3.61 | 16.02 | -5.30 | 8.02 | 16.45 | -7.88 | 3.73 | 14.49 | 14.63 | 2.62 | 12.37 | 35.70 | -30.23 | 4.95 | 19.24 | 2.02 | 12.23 | 31.12 | -1.07 | 0.65 | 20.11 | -0.74 | 0.97 | 17.88 |
| Sharpe Ratio | NA | 2.50 | 1.13 | 0.45 | 0.61 | NA | NA | … | … | 2.17 | 1.16 | 0.63 | 0.72 | -0.56 | 1.96 | 0.18 | 2.16 | -0.86 | 1.52 | 1.64 | -0.77 | 0.53 | 2.05 | 2.04 | 0.23 | 1.53 | 2.95 | -1.53 | 0.23 | 2.91 | -0.03 | 2.08 | 4.24 | -0.07 | -0.24 | 2.14 | -0.66 | -0.35 | 2.38 |
| Standard Deviation(%) | NA | 5.16 | 6.78 | 8.08 | 9.39 | NA | NA | … | … | 5.52 | 7.81 | 5.64 | 7.29 | 11.61 | 7.75 | 18.92 | 6.74 | 7.79 | 4.85 | 9.89 | 10.28 | 6.95 | 7.07 | 7.19 | 11.31 | 8.01 | 12.07 | 20.32 | 7.91 | 5.47 | 6.74 | 5.41 | 7.17 | 30.93 | 7.76 | 7.42 | 6.23 | 7.21 | 5.98 |
| Draw Down(%) | NA | 3.05 | 7.34 | 13.70 | 24.11 | NA | NA | … | … | 3.05 | 7.09 | 3.69 | 7.34 | 13.70 | 5.17 | 24.11 | 3.87 | 10.21 | 2.53 | 7.75 | 13.36 | 9.12 | 6.28 | 5.24 | 13.75 | 7.55 | 18.50 | 40.46 | 6.24 | 2.42 | 5.46 | 5.31 | 5.26 | 24.30 | 7.31 | 3.21 | 5.19 | 9.99 | 4.59 |
| Yield(%) | 0.00 | 5.73 | 5.92 | 5.18 | 5.76 | 5.70 | 5.58 | … | … | 2.42 | 5.98 | 5.74 | 5.84 | 5.02 | 5.31 | 5.14 | 5.75 | 5.11 | 4.78 | 5.80 | 5.04 | 5.06 | 5.91 | 6.86 | 6.74 | 6.43 | 9.29 | 6.45 | 7.96 | 7.63 | 6.76 | 7.04 | 8.36 | 7.66 | 8.30 | 9.77 | 8.22 | 7.59 | 8.89 |
Data as of 06/04/2026, Common starting date is 01/02/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRIAX (FRANKLIN INCOME FUND ADVISOR CLASS) |
-8.92%
Feb 2006 – Feb 2009 |
-2.47%
Feb 2004 – Feb 2009 |
3.71%
Nov 1998 – Nov 2008 |
4.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRIAX (FRANKLIN INCOME FUND ADVISOR CLASS) |
22.24%
Feb 2009 – Feb 2012 |
18.64%
Feb 2009 – Feb 2014 |
10.97%
Feb 2009 – Feb 2019 |
9.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart