Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMHX (Franklin Strategic Mortgage Portfolio) | NA | -608,304.07% | nan% | nan% | NA | NA | NA | … | … |
Data as of 02/21/2025, Common starting date is 10/16/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMHX (Franklin Strategic Mortgage Portfolio) | 10/16/2017 | 02/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -590,100.00 | -608,304.07 | nan | nan | NA | NA | NA | … | … | 0.00 | -0.29 | 3.87 | -12.24 | -1.86 | 2.84 | 5.03 | -0.28 | 0.13 |
| Sharpe Ratio | NA | -0.68 | -0.86 | -0.74 | NA | NA | NA | … | … | -0.69 | -1.11 | -0.05 | -1.80 | -0.97 | 0.79 | 1.58 | -0.56 | -0.09 |
| Standard Deviation(%) | NA | 5.73 | 7.34 | 5.97 | NA | NA | NA | … | … | 4.29 | 6.18 | 8.09 | 7.61 | 1.93 | 3.28 | 2.29 | 2.86 | 2.12 |
| Draw Down(%) | NA | 6.04 | 15.40 | 19.03 | NA | NA | NA | … | … | 1.56 | 4.80 | 9.37 | 15.99 | 2.46 | 4.59 | 0.97 | 3.05 | 0.64 |
| Yield(%) | 0.00 | 2.82 | 2.14 | 1.73 | 1.50 | 1.00 | 0.75 | … | … | 100.39 | 2.74 | 2.48 | 1.53 | 1.16 | 1.61 | 2.76 | 2.91 | 0.66 |
Data as of 02/21/2025, Common starting date is 10/16/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMHX (Franklin Strategic Mortgage Portfolio) |
-6.28%
Oct 2020 – Oct 2023 |
-1.94%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMHX (Franklin Strategic Mortgage Portfolio) |
3.00%
Jul 2018 – Jul 2021 |
-0.49%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart