Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMZX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO ADVISOR CLASS) | NA | -240,720.49% | nan% | nan% | NA | NA | NA | … | … |
Data as of 02/21/2025, Common starting date is 03/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMZX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO ADVISOR CLASS) | 03/18/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -231,918.58 | -240,720.49 | nan | nan | NA | NA | NA | … | … | 0.00 | 0.61 | 4.39 | -11.57 | -1.22 | 3.51 | 5.72 | 0.39 | 2.93 | 0.48 |
| Sharpe Ratio | NA | -0.54 | -0.77 | -0.63 | NA | NA | NA | … | … | -0.68 | -0.97 | 0.02 | -1.70 | -0.63 | 0.97 | 1.79 | -0.33 | 0.95 | 0.18 |
| Standard Deviation(%) | NA | 5.76 | 7.36 | 5.99 | NA | NA | NA | … | … | 4.33 | 6.17 | 8.10 | 7.64 | 1.97 | 3.37 | 2.41 | 2.79 | 2.44 | 2.16 |
| Draw Down(%) | NA | 5.64 | 14.56 | 17.75 | NA | NA | NA | … | … | 1.57 | 4.65 | 9.01 | 15.61 | 1.99 | 4.59 | 0.97 | 2.62 | 1.28 | 2.91 |
| Yield(%) | 0.00 | 3.48 | 2.73 | 2.32 | 2.35 | 1.57 | 1.18 | … | … | 100.34 | 3.38 | 3.13 | 2.14 | 1.79 | 2.26 | 3.42 | 3.56 | 3.32 | 1.87 |
Data as of 02/21/2025, Common starting date is 03/18/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMZX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO ADVISOR CLASS) |
-5.69%
Oct 2020 – Oct 2023 |
-1.38%
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 |
|---|---|---|---|---|
| FSMZX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO ADVISOR CLASS) |
3.68%
Feb 2018 – Feb 2021 |
2.37%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart