Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 0P0000RX5G (Franklin Floating Rate Fund PLC W USD Dis) | NA | 6.74% | 6.67% | 4.61% | NA | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 01/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 0P0000RX5G (Franklin Floating Rate Fund PLC W USD Dis) | 01/02/2019 | 05/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 6.74 | 6.67 | 4.61 | NA | NA | NA | … | … | 2.38 | 7.56 | 14.47 | -7.19 | 3.73 | -9.65 | -3.11 |
| Sharpe Ratio | NA | 1.37 | 1.16 | 0.84 | NA | NA | NA | … | … | 0.86 | 2.19 | 4.00 | -2.17 | 1.40 | -1.10 | -1.88 |
| Standard Deviation(%) | NA | 2.50 | 2.94 | 3.11 | NA | NA | NA | … | … | 3.35 | 1.80 | 2.73 | 3.99 | 2.63 | 8.93 | 2.44 |
| Draw Down(%) | NA | 2.74 | 5.08 | 8.59 | NA | NA | NA | … | … | 2.74 | 0.80 | 1.27 | 8.59 | 1.56 | 18.57 | 6.09 |
| Yield(%) | 0.00 | 8.74 | 7.10 | 4.40 | 1.96 | 1.31 | 0.98 | … | … | 3.46 | 9.47 | 8.78 | 0.00 | 0.00 | 1.29 | 0.00 |
Data as of 05/29/2025, Common starting date is 01/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0P0000RX5G (Franklin Floating Rate Fund PLC W USD Dis) |
-5.49%
Jun 2019 – Jun 2022 |
-0.71%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 0P0000RX5G (Franklin Floating Rate Fund PLC W USD Dis) |
4.88%
Feb 2022 – Feb 2025 |
4.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart