Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBREX (Franklin Real Estate Securities B) | NA | 13.04% | 14.15% | 3.82% | 6.23% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 04/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBREX (Franklin Real Estate Securities B) | 04/26/2001 | 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 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.04 | 14.15 | 3.82 | 6.23 | NA | NA | … | … | 5.76 | 15.80 | 9.26 | 27.28 | 17.19 | -38.45 | -28.44 | 20.36 | 12.28 | 31.25 | 36.54 | 1.21 | 5.85 |
| Sharpe Ratio | NA | 1.41 | 0.68 | 0.08 | 0.14 | NA | NA | … | … | 2.15 | 1.17 | 0.32 | 0.99 | 0.26 | -0.54 | -1.29 | 1.22 | 0.81 | 1.96 | 3.25 | 0.01 | 0.63 |
| Standard Deviation(%) | NA | 9.23 | 21.33 | 47.82 | 37.03 | NA | NA | … | … | 6.21 | 13.62 | 29.26 | 27.43 | 66.13 | 72.56 | 24.54 | 14.08 | 12.55 | 15.44 | 11.04 | 21.19 | 11.00 |
| Draw Down(%) | NA | 9.22 | 22.04 | 67.22 | 77.12 | NA | NA | … | … | 2.40 | 9.22 | 22.04 | 16.26 | 43.28 | 61.86 | 36.26 | 11.09 | 8.30 | 18.46 | 6.76 | 19.42 | 13.47 |
| Yield(%) | 0.00 | 0.83 | 0.75 | 2.08 | 7.64 | 6.40 | 4.80 | … | … | 0.00 | 0.90 | 0.55 | 1.07 | 2.19 | 8.14 | 5.93 | 17.77 | 15.13 | 8.46 | 3.09 | 3.73 | 3.12 |
Data as of 06/12/2013, Common starting date is 04/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBREX (Franklin Real Estate Securities B) |
-31.55%
Feb 2006 – Feb 2009 |
-14.46%
Mar 2004 – Mar 2009 |
5.01%
Sep 2001 – Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBREX (Franklin Real Estate Securities B) |
40.06%
Mar 2009 – Mar 2012 |
20.79%
Jan 2002 – Jan 2007 |
7.91%
Jan 2003 – Jan 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart