Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMIX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO CLASS A1) | NA | -156,186.71% | nan% | nan% | nan% | nan% | nan% | … | … |
Data as of 02/21/2025, Common starting date is 02/25/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMIX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO CLASS A1) | 02/25/1993 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -150,492.16 | -156,186.71 | nan | nan | nan | nan | nan | … | … | -150,939.77 | 0.73 | 4.39 | -11.54 | -1.34 | 3.62 | 5.71 | 0.38 | 2.91 | 1.69 | 1.11 | 6.70 | 0.79 | 5.99 | 6.87 | 11.69 | 10.57 | -6.36 | 4.29 | 4.61 | 2.28 | 4.62 | 2.90 | 9.17 | 8.38 | 11.93 | 1.49 | 7.55 | 9.00 | 5.33 | 16.63 | -1.82 | 5.67 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.47 | 0.09 | -1.72 | -0.70 | 0.97 | 1.71 | -0.35 | 0.87 | 0.73 | 0.40 | 2.90 | 0.23 | 3.47 | 2.23 | 3.42 | 2.42 | -0.94 | 0.30 | 0.38 | 0.01 | 1.10 | 0.67 | 2.80 | 1.58 | 1.84 | -0.48 | 1.39 | 1.65 | 0.38 | 2.77 | -0.91 | 1.45 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 6.14 | 8.13 | 7.57 | 1.96 | 3.45 | 2.48 | 2.84 | 2.59 | 2.00 | 2.70 | 2.30 | 3.29 | 1.73 | 3.06 | 3.39 | 4.32 | 7.74 | 3.87 | 3.20 | 2.62 | 3.30 | 3.24 | 2.87 | 3.82 | 4.19 | 3.91 | 2.95 | 3.21 | 4.36 | 4.57 | 5.40 | 3.12 |
| Draw Down(%) | NA | 144,891.33 | 143,235.73 | 138,032.76 | 138,032.76 | NA | NA | … | … | 150,296.59 | 4.64 | 8.87 | 15.58 | 2.00 | 4.69 | 0.97 | 2.62 | 1.28 | 2.91 | 1.60 | 0.64 | 3.73 | 0.52 | 1.33 | 2.01 | 2.68 | 12.14 | 2.42 | 1.95 | 2.04 | 3.06 | 2.11 | 1.57 | 1.98 | 2.35 | 3.19 | 1.28 | 1.44 | 2.59 | 1.80 | 5.53 | 1.59 |
| Yield(%) | 0.00 | 3.48 | 2.73 | 2.32 | 2.62 | 3.39 | 3.56 | … | … | 100.36 | 3.37 | 3.12 | 2.14 | 1.78 | 2.27 | 3.42 | 3.55 | 3.30 | 2.44 | 2.46 | 3.79 | 4.40 | 3.57 | 4.59 | 5.56 | 6.26 | 5.54 | 5.49 | 5.08 | 4.95 | 5.39 | 5.26 | 7.05 | 7.42 | 7.18 | 6.30 | 6.42 | 7.18 | 7.15 | 7.86 | 5.86 | 5.00 |
Data as of 02/21/2025, Common starting date is 02/25/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMIX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO CLASS A1) |
-5.68%
Oct 2020 – Oct 2023 |
-1.38%
Oct 2017 – Oct 2022 |
0.32%
Oct 2013 – Oct 2023 |
2.29%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMIX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO CLASS A1) |
10.22%
Nov 1994 – Nov 1997 |
8.22%
Aug 1996 – Aug 2001 |
7.66%
Oct 1994 – Oct 2004 |
6.26%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart