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FCISX: FRANKLIN INCOME FUND CLASS C (MUTUAL FUND)
Basic Info 2.61 0.01(0.38%) June 05
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/28/1996 |
| Last Dividend Date: | 05/01/2026 |
| 12-Mo. Yield | 5.31% |
| Expenses | 0.72% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 4.3 | 13.4 | 9.6 | 5.2 | 6.7 | 6.0 | 5.8 | 6.7 | 11.4 | 6.9 | 8.1 | -5.8 | 14.7 | 2.9 | 14.9 | -5.7 | 8.2 | 15.5 | -8.6 | 3.6 | 14.1 | 13.2 | 2.5 | 11.6 | 35.0 | -30.7 | 4.4 | 18.9 | 1.4 | 11.5 | 30.1 | -1.7 | 0.1 | 19.8 | -0.8 | 0.4 | 16.3 | 6.4 |
| Sharpe Ratio | NA | 1.33 | 1.98 | 0.92 | 0.34 | 0.54 | NA | NA | 0.48 | 1.09 | 0.58 | 0.59 | -0.67 | 1.85 | 0.14 | 2.19 | -0.91 | 1.59 | 1.55 | -0.83 | 0.49 | 2.04 | 1.83 | 0.21 | 1.47 | 2.82 | -1.56 | 0.16 | 2.8 | -0.12 | 1.86 | 4.23 | -0.09 | -0.31 | 2.11 | -0.69 | -0.43 | 2.18 | 1.77 |
| Draw Down(%) | NA | 3.0 | 3.0 | 7.3 | 14.1 | 24.1 | NA | NA | 43.5 | 7.3 | 3.6 | 7.3 | 14.1 | 5.1 | 24.1 | 3.8 | 10.5 | 2.5 | 7.7 | 13.7 | 9.1 | 6.2 | 5.2 | 13.8 | 7.4 | 18.4 | 40.5 | 6.3 | 2.4 | 5.9 | 5.4 | 5.7 | 24.6 | 7.4 | 3.2 | 5.3 | 10.1 | 4.7 | 2.2 |
| Standard Deviation(%) | NA | 5.9 | 5.4 | 6.9 | 8.0 | 9.4 | NA | NA | 10.7 | 7.9 | 5.6 | 7.6 | 10.9 | 7.9 | 19.1 | 6.1 | 7.8 | 4.8 | 9.8 | 10.5 | 7.2 | 6.9 | 7.3 | 11.7 | 7.8 | 12.3 | 20.2 | 7.8 | 5.6 | 7.1 | 5.7 | 6.9 | 31.1 | 7.6 | 7.4 | 6.1 | 7.1 | 5.8 | 5.3 |
| Treynor Ratio | NA | 0.09 | 0.13 | 0.08 | 0.03 | 0.05 | NA | NA | 0.06 | 0.08 | 0.04 | 0.06 | -0.07 | 0.13 | 0.02 | 0.13 | -0.05 | 0.1 | 0.1 | -0.05 | 0.02 | 0.12 | 0.09 | 0.02 | 0.11 | 0.35 | -0.26 | 0.01 | 0.16 | -0.01 | 0.13 | 0.35 | -0.03 | -0.04 | 0.39 | -0.27 | -0.1 | 0.22 | 0.18 |
| Alpha | NA | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | -0.03 | -0.01 | -0.01 | 0.0 | 0.01 | -0.04 | -0.03 | 0.01 | 0.0 | -0.05 | 0.0 | 0.06 | -0.09 | -0.01 | 0.03 | 0.0 | 0.02 | 0.07 | -0.01 | -0.02 | 0.04 | -0.01 | -0.02 | 0.01 | 0.0 |
| Beta | NA | 0.86 | 0.81 | 0.83 | 0.92 | 1.09 | NA | NA | 0.89 | 1.01 | 0.8 | 0.76 | 0.99 | 1.14 | 1.33 | 1.03 | 1.31 | 0.75 | 1.57 | 1.58 | 1.54 | 1.15 | 1.43 | 1.63 | 1.02 | 1.01 | 1.24 | 1.13 | 0.97 | 0.91 | 0.82 | 0.83 | 1.08 | 0.6 | 0.4 | 0.16 | 0.3 | 0.57 | 0.53 |
| RSquared | NA | 0.67 | 0.58 | 0.64 | 0.68 | 0.68 | NA | NA | 0.36 | 0.73 | 0.67 | 0.61 | 0.79 | 0.45 | 0.83 | 0.36 | 0.71 | 0.17 | 0.52 | 0.65 | 0.6 | 0.61 | 0.48 | 0.65 | 0.52 | 0.55 | 0.68 | 0.66 | 0.56 | 0.4 | 0.5 | 0.46 | 0.06 | 0.26 | 0.24 | 0.11 | 0.17 | 0.53 | 0.51 |
| Yield(%) | N/A | 2.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.3 | 5.1 | 5.2 | 4.4 | 4.2 | 4.5 | 5.0 | 4.5 | 4.6 | 5.1 | 4.4 | 4.4 | 5.2 | 6.2 | 6.1 | 5.8 | 8.4 | 5.9 | 7.4 | 7.0 | 6.2 | 6.4 | 7.7 | 7.0 | 7.7 | 9.2 | 7.7 | 7.1 | 8.4 | 4.1 |
| Dividend Growth(%) | N/A | -60.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.7 | 0.0 | 7.1 | 15.5 | -10.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -10.0 | -9.1 | -2.2 | 10.7 | -15.3 | -5.3 | -23.2 | 15.1 | 11.0 | -0.6 | 0.0 | 2.0 | -16.4 | -6.6 | 7.7 | 1.1 | -8.6 | 109.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/1996
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