Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIVI (Franklin International Core Dividend Tilt Index Fund) | 8.11% | 21.52% | 17.20% | 12.86% | 9.70% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIVI (Franklin International Core Dividend Tilt Index Fund) | 06/03/2016 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.51 | 21.52 | 17.20 | 12.86 | 9.70 | NA | NA | … | … | 8.11 | 34.86 | 2.40 | 18.97 | -2.00 | 17.13 | -0.88 | 22.98 | -7.84 | 13.98 | -6.74 |
| Sharpe Ratio | NA | 1.41 | 0.98 | 0.68 | 0.47 | NA | NA | … | … | 1.03 | 1.99 | -0.09 | 1.17 | -0.18 | 1.61 | -0.04 | 2.23 | -0.61 | 1.45 | -0.50 |
| Standard Deviation(%) | NA | 15.08 | 14.95 | 15.35 | 16.49 | NA | NA | … | … | 18.84 | 16.14 | 12.94 | 13.25 | 19.00 | 10.67 | 28.12 | 9.64 | 15.17 | 9.18 | 23.30 |
| Draw Down(%) | NA | 10.54 | 14.58 | 19.06 | 27.76 | NA | NA | … | … | 10.54 | 14.58 | 10.37 | 11.20 | 19.06 | 6.65 | 27.76 | 5.91 | 12.75 | 2.89 | 9.74 |
| Yield(%) | 0.00 | 4.22 | 4.54 | 4.50 | 4.46 | 2.87 | 2.15 | … | … | 0.27 | 4.89 | 4.97 | 3.62 | 5.00 | 3.12 | 5.43 | 1.96 | 3.84 | 5.88 | 1.72 |
Data as of 06/10/2026, Common starting date is 06/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVI (Franklin International Core Dividend Tilt Index Fund) |
-0.31%
Sep 2019 – Sep 2022 |
2.10%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIVI (Franklin International Core Dividend Tilt Index Fund) |
22.99%
Sep 2022 – Sep 2025 |
15.53%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart