Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBLCX (Franklin Large Cap Value B) | NA | 21.86% | 10.42% | 1.68% | NA | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 11/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBLCX (Franklin Large Cap Value B) | 11/19/2003 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.86 | 10.42 | 1.68 | NA | NA | NA | … | … | 10.64 | 12.48 | -6.43 | 12.31 | 24.39 | -37.22 | -1.87 | 15.14 | 3.05 | 12.59 | 6.33 |
| Sharpe Ratio | NA | 1.86 | 0.56 | 0.05 | NA | NA | NA | … | … | 3.17 | 0.90 | -0.26 | 0.64 | 0.75 | -0.88 | -0.30 | 1.34 | 0.10 | 1.28 | 10.08 |
| Standard Deviation(%) | NA | 11.73 | 18.55 | 28.33 | NA | NA | NA | … | … | 8.04 | 13.95 | 25.26 | 19.03 | 32.51 | 43.40 | 16.46 | 8.86 | 9.23 | 9.13 | 7.26 |
| Draw Down(%) | NA | 7.28 | 24.96 | 54.27 | NA | NA | NA | … | … | 3.84 | 12.12 | 24.96 | 17.90 | 32.98 | 50.24 | 12.10 | 7.02 | 5.97 | 5.01 | 0.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.24 | 2.15 | 1.43 | 1.07 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.90 | 0.58 | 6.83 | 6.33 | 2.69 | 0.25 | 0.06 |
Data as of 06/12/2013, Common starting date is 11/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBLCX (Franklin Large Cap Value B) |
-18.67%
Feb 2006 – Feb 2009 |
-9.40%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBLCX (Franklin Large Cap Value B) |
22.55%
Feb 2009 – Feb 2012 |
1.75%
Mar 2008 – Mar 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
