Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRLAX (FRANKLIN REAL ESTATE SECURITIES FUND ADVISOR CLASS) | 12.42% | 12.06% | 9.61% | 1.40% | 3.93% | 6.26% | 3.96% | … | … |
Data as of 06/05/2026, Common starting date is 12/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRLAX (FRANKLIN REAL ESTATE SECURITIES FUND ADVISOR CLASS) | 12/12/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 12.06 | 9.61 | 1.40 | 3.93 | 6.26 | 3.96 | … | … | 12.42 | 2.52 | 3.96 | 10.24 | -27.14 | 34.69 | -9.72 | 27.64 | -6.36 | 4.24 | 5.06 | 4.11 | 30.43 | 2.42 | 16.18 | 9.50 | 27.25 | 17.43 | -38.32 | -27.75 | 21.62 | 13.42 | 32.47 | 37.94 | 1.94 | 7.90 | 31.29 | -5.45 | -16.38 | 2.29 |
| Sharpe Ratio | NA | 0.72 | 0.39 | -0.05 | 0.11 | NA | NA | … | … | 2.04 | -0.02 | 0.02 | 0.34 | -1.14 | 2.32 | -0.24 | 2.04 | -0.47 | 0.35 | 0.28 | 0.23 | 2.73 | 0.15 | 1.19 | 0.32 | 0.99 | 0.26 | -0.53 | -1.26 | 1.30 | 0.89 | 2.04 | 3.39 | 0.06 | 0.52 | 2.55 | -0.87 | -1.45 | 6.15 |
| Standard Deviation(%) | NA | 13.13 | 16.27 | 18.69 | 20.68 | NA | NA | … | … | 14.18 | 16.41 | 15.57 | 19.80 | 25.20 | 14.92 | 41.61 | 12.80 | 16.50 | 10.41 | 17.02 | 17.60 | 11.12 | 15.46 | 13.66 | 29.16 | 27.33 | 66.12 | 73.25 | 24.60 | 14.07 | 12.56 | 15.41 | 10.97 | 14.19 | 10.56 | 10.61 | 10.16 | 13.73 | 9.26 |
| Draw Down(%) | NA | 7.71 | 16.65 | 35.07 | 40.53 | NA | NA | … | … | 7.71 | 13.68 | 12.19 | 21.13 | 32.60 | 7.66 | 40.53 | 5.29 | 13.49 | 6.73 | 15.87 | 16.50 | 7.43 | 17.78 | 9.23 | 21.97 | 16.18 | 43.27 | 61.79 | 35.77 | 10.85 | 8.11 | 18.35 | 6.71 | 19.25 | 13.36 | 8.52 | 21.31 | 25.41 | 1.10 |
| Yield(%) | 0.00 | 6.32 | 7.74 | 4.13 | 5.45 | 6.33 | 4.31 | … | … | 0.00 | 6.56 | 10.91 | 5.51 | 1.09 | 1.21 | 1.27 | 19.31 | 5.12 | 10.44 | 4.67 | 1.75 | 1.89 | 1.77 | 1.40 | 0.84 | 0.79 | 2.42 | 8.15 | 6.74 | 18.25 | 15.95 | 9.38 | 4.16 | 4.31 | 4.18 | 5.98 | 4.94 | 4.40 | 2.60 |
Data as of 06/05/2026, Common starting date is 12/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRLAX (FRANKLIN REAL ESTATE SECURITIES FUND ADVISOR CLASS) |
-31.10%
Feb 2006 – Feb 2009 |
-13.75%
Mar 2004 – Mar 2009 |
0.23%
Feb 1999 – Feb 2009 |
3.12%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRLAX (FRANKLIN REAL ESTATE SECURITIES FUND ADVISOR CLASS) |
40.19%
Mar 2009 – Mar 2012 |
27.16%
Feb 2009 – Feb 2014 |
17.03%
Mar 2009 – Mar 2019 |
11.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart