Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMQX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO CLASS R6) | NA | 993,814.68% | 1,995.92% | 518.67% | NA | NA | NA | … | … |
Data as of 02/21/2025, Common starting date is 08/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMQX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO CLASS R6) | 08/02/2017 | 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 (%) | 957,400.00 | 993,814.68 | 1,995.92 | 518.67 | NA | NA | NA | … | … | 0.00 | 0.35 | 4.57 | -11.61 | -1.20 | 3.74 | 5.85 | 0.49 | 0.35 |
| Sharpe Ratio | NA | -0.58 | -0.78 | -0.62 | NA | NA | NA | … | … | -0.69 | -1.01 | 0.04 | -1.73 | -0.61 | 1.00 | 1.78 | -0.28 | 0.04 |
| Standard Deviation(%) | NA | 5.64 | 7.33 | 5.99 | NA | NA | NA | … | … | 4.27 | 6.15 | 8.13 | 7.55 | 2.01 | 3.50 | 2.50 | 2.91 | 2.19 |
| Draw Down(%) | NA | 5.89 | 14.58 | 17.57 | NA | NA | NA | … | … | 1.57 | 4.65 | 8.98 | 15.55 | 1.90 | 4.70 | 0.86 | 2.59 | 1.22 |
| Yield(%) | 0.00 | 3.53 | 2.74 | 2.39 | 2.05 | 1.36 | 1.02 | … | … | 100.42 | 3.43 | 3.16 | 2.10 | 1.93 | 2.39 | 3.55 | 3.66 | 1.42 |
Data as of 02/21/2025, Common starting date is 08/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMQX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO CLASS R6) |
-5.61%
Oct 2020 – Oct 2023 |
-1.27%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMQX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO CLASS R6) |
3.80%
Jan 2018 – Jan 2021 |
0.23%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart