Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBRT (Franklin BSP Realty Trust, Inc.) | -14.75% | -15.14% | -6.10% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBRT (Franklin BSP Realty Trust, Inc.) | 10/19/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | -15.14 | -6.10 | NA | NA | NA | NA | … | … | -14.75 | -9.17 | 3.73 | 16.56 | -3.86 | -11.03 |
| Sharpe Ratio | NA | -0.52 | -0.30 | NA | NA | NA | NA | … | … | -0.84 | -0.57 | 0.00 | 0.46 | -0.15 | -1.83 |
| Standard Deviation(%) | NA | 26.93 | 25.37 | NA | NA | NA | NA | … | … | 35.02 | 21.33 | 24.59 | 28.10 | 36.54 | 24.02 |
| Draw Down(%) | NA | 23.51 | 30.02 | NA | NA | NA | NA | … | … | 21.08 | 21.23 | 12.52 | 24.85 | 30.24 | 14.24 |
| Yield(%) | 0.00 | 11.37 | 9.67 | 7.21 | 3.61 | 2.40 | 1.80 | … | … | 1.98 | 11.33 | 10.47 | 10.83 | 9.30 | 1.67 |
Data as of 06/10/2026, Common starting date is 10/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBRT (Franklin BSP Realty Trust, Inc.) |
-3.39%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBRT (Franklin BSP Realty Trust, Inc.) |
12.44%
Feb 2022 – Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart