Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSERX (FRANKLIN REAL ESTATE SECURITIES FUND CLASS R6) | 11.63% | 11.26% | 9.52% | 3.09% | 5.51% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSERX (FRANKLIN REAL ESTATE SECURITIES FUND CLASS R6) | 06/27/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 11.26 | 9.52 | 3.09 | 5.51 | NA | NA | … | … | 11.63 | 2.67 | 4.12 | 10.56 | -25.34 | 41.47 | -2.87 | 27.61 | -6.19 | 4.46 | 5.30 | 4.32 | 30.74 | -3.41 |
| Sharpe Ratio | NA | 0.67 | 0.43 | 0.06 | 0.19 | NA | NA | … | … | 2.01 | -0.01 | 0.03 | 0.35 | -1.08 | 2.82 | -0.08 | 2.04 | -0.46 | 0.37 | 0.30 | 0.24 | 2.76 | -0.42 |
| Standard Deviation(%) | NA | 12.80 | 16.24 | 18.57 | 20.58 | NA | NA | … | … | 13.76 | 16.41 | 15.57 | 19.78 | 24.96 | 14.68 | 41.37 | 12.79 | 16.55 | 10.40 | 17.08 | 17.62 | 11.14 | 15.59 |
| Draw Down(%) | NA | 7.72 | 16.59 | 33.18 | 40.45 | NA | NA | … | … | 7.72 | 13.72 | 12.09 | 20.96 | 32.48 | 7.66 | 40.45 | 5.40 | 13.46 | 6.77 | 15.82 | 16.40 | 7.42 | 12.36 |
| Yield(%) | 0.00 | 6.44 | 7.89 | 5.72 | 6.78 | 6.28 | 4.71 | … | … | 0.00 | 6.70 | 11.05 | 5.76 | 2.96 | 7.63 | 7.81 | 19.22 | 5.24 | 10.67 | 4.86 | 1.95 | 2.14 | 1.09 |
Data as of 06/04/2026, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSERX (FRANKLIN REAL ESTATE SECURITIES FUND CLASS R6) |
-4.92%
Dec 2021 – Dec 2024 |
0.76%
Mar 2015 – Mar 2020 |
4.40%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSERX (FRANKLIN REAL ESTATE SECURITIES FUND CLASS R6) |
20.59%
Dec 2018 – Dec 2021 |
11.43%
Dec 2016 – Dec 2021 |
7.37%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart