Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRRAX (FRANKLIN REAL RETURN FUND CLASS A) | NA | -30.38% | -11.18% | -7.05% | -2.59% | -0.13% | NA | … | … |
Data as of 02/06/2020, Common starting date is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRRAX (FRANKLIN REAL RETURN FUND CLASS A) | 12/30/2004 | 02/06/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -32.94 | -30.38 | -11.18 | -7.05 | -2.59 | -0.13 | NA | … | … | 0.18 | 6.13 | -3.12 | 2.35 | 5.30 | -6.00 | -1.07 | 0.16 | 3.68 | 0.55 | 6.12 | 11.43 | -4.48 | 10.22 | 5.21 | 3.17 | 0.14 |
| Sharpe Ratio | NA | 1.03 | 0.13 | -0.01 | 0.27 | NA | NA | … | … | 0.58 | 1.77 | -1.37 | 0.80 | 1.19 | -1.49 | -0.42 | 0.04 | 1.06 | 0.09 | 1.59 | 2.84 | -0.93 | 2.59 | 0.56 | 0.27 | NA |
| Standard Deviation(%) | NA | 2.49 | 2.72 | 3.34 | 3.66 | NA | NA | … | … | 1.39 | 2.67 | 3.25 | 2.16 | 4.26 | 4.04 | 2.61 | 3.31 | 3.45 | 5.82 | 3.79 | 3.99 | 5.81 | 2.79 | 3.41 | 3.71 | 0.00 |
| Draw Down(%) | NA | 1.54 | 5.39 | 9.60 | 13.09 | NA | NA | … | … | 0.40 | 1.54 | 5.39 | 1.41 | 2.81 | 7.74 | 5.58 | 4.30 | 4.29 | 7.60 | 3.20 | 2.92 | 13.16 | 1.36 | 1.82 | 2.30 | 0.00 |
| Yield(%) | 0.39 | 3.08 | 2.61 | 1.73 | 2.23 | 2.75 | 2.08 | … | … | 0.38 | 2.86 | 2.09 | 2.72 | 0.00 | 0.97 | 2.18 | 1.89 | 2.60 | 4.27 | 2.87 | 0.35 | 4.27 | 4.99 | 3.31 | 4.01 | 0.54 |
Data as of 02/06/2020, Common starting date is 12/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRRAX (FRANKLIN REAL RETURN FUND CLASS A) |
-2.92%
Jan 2013 – Jan 2016 |
-1.15%
Feb 2011 – Feb 2016 |
1.17%
Nov 2009 – Nov 2019 |
2.59%
Jan 2005 – Jan 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRRAX (FRANKLIN REAL RETURN FUND CLASS A) |
7.76%
Jun 2005 – Jun 2008 |
5.87%
Apr 2006 – Apr 2011 |
3.50%
Jan 2005 – Jan 2015 |
2.59%
Jan 2005 – Jan 2020 |
Annualized Rolling Returns Comparison Chart