Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FRRRX (FRANKLIN REAL RETURN FUND CLASS R6) NA 4.27% 1.90% 1.11% NA NA NA
Data as of 02/06/2020, Common starting date is 05/23/2014
More Performance Analytics Comparison
Name Start Date End Date
FRRRX (FRANKLIN REAL RETURN FUND CLASS R6) 05/23/2014 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
Annualized Return (%) 0.10 4.27 1.90 1.11 NA NA NA 0.18 6.62 -2.80 2.72 5.81 -5.54 -3.72
Sharpe Ratio NA 1.25 0.28 0.11 NA NA NA 0.55 2.07 -1.26 0.91 1.30 -1.36 -2.15
Standard Deviation(%) NA 2.35 2.72 3.35 NA NA NA 1.45 2.51 3.28 2.31 4.29 4.11 2.82
Draw Down(%) NA 1.49 5.29 9.32 NA NA NA 0.40 1.49 5.29 1.36 2.80 7.43 5.42
Yield(%) 0.48 3.42 3.01 2.06 1.20 0.80 0.60 0.48 3.15 2.49 3.17 0.00 1.41 2.24
Data as of 02/06/2020, Common starting date is 05/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FRRRX (FRANKLIN REAL RETURN FUND CLASS R6) -1.51%
Jun 2014 – Jun 2017
-0.14%
Aug 2014 – Aug 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FRRRX (FRANKLIN REAL RETURN FUND CLASS R6) 3.12%
Feb 2016 – Feb 2019
1.25%
Dec 2014 – Dec 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return