Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVGRX (FRANKLIN GLOBAL REAL ESTATE FUND ADVISOR CLASS) | NA | -5.61% | -1.06% | 0.96% | 1.61% | NA | NA | … | … |
Data as of 05/02/2018, Common starting date is 12/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVGRX (FRANKLIN GLOBAL REAL ESTATE FUND ADVISOR CLASS) | 12/14/2006 | 05/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.37 | -5.61 | -1.06 | 0.96 | 1.61 | NA | NA | … | … | -11.24 | 10.73 | 0.86 | 0.73 | 15.18 | 2.49 | 27.49 | -5.65 | 20.41 | 19.18 | -42.67 | -11.77 | 2.41 |
| Sharpe Ratio | NA | -0.49 | -0.10 | 0.06 | 0.06 | NA | NA | … | … | -1.50 | 1.36 | 0.04 | 0.05 | 1.80 | 0.19 | 2.53 | -0.25 | 0.97 | 0.50 | -0.99 | -0.92 | 8.58 |
| Standard Deviation(%) | NA | 13.37 | 13.32 | 12.52 | 22.64 | NA | NA | … | … | 20.82 | 7.47 | 14.35 | 13.25 | 8.45 | 12.72 | 10.92 | 22.60 | 20.92 | 38.46 | 44.01 | 16.28 | 9.15 |
| Draw Down(%) | NA | 15.13 | 15.13 | 15.42 | 61.99 | NA | NA | … | … | 15.13 | 4.97 | 14.30 | 14.00 | 7.42 | 15.42 | 8.94 | 22.38 | 13.75 | 35.09 | 52.86 | 22.31 | 1.16 |
| Yield(%) | 0.00 | 0.57 | 1.99 | 1.94 | 2.40 | 1.75 | 1.32 | … | … | 0.00 | 0.59 | 3.80 | 2.01 | 1.95 | 1.78 | 4.18 | 2.29 | 5.90 | 4.09 | 5.44 | 3.77 | 2.35 |
Data as of 05/02/2018, Common starting date is 12/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVGRX (FRANKLIN GLOBAL REAL ESTATE FUND ADVISOR CLASS) |
-18.13%
Jan 2007 – Jan 2010 |
-7.43%
May 2007 – May 2012 |
0.02%
Jan 2007 – Jan 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVGRX (FRANKLIN GLOBAL REAL ESTATE FUND ADVISOR CLASS) |
26.57%
Feb 2009 – Feb 2012 |
19.82%
Feb 2009 – Feb 2014 |
3.38%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart