Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBSBX (Franklin Balance Sheet Investment B) | NA | 28.83% | 12.09% | 2.97% | 6.78% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 11/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBSBX (Franklin Balance Sheet Investment B) | 11/05/2001 | 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 | 28.83 | 12.09 | 2.97 | 6.78 | NA | NA | … | … | 12.00 | 14.85 | -7.06 | 20.88 | 21.69 | -36.44 | -4.22 | 15.45 | 5.88 | 24.35 | 28.60 | -6.65 | 8.70 |
| Sharpe Ratio | NA | 2.42 | 0.57 | 0.10 | 0.25 | NA | NA | … | … | 3.17 | 1.02 | -0.25 | 0.92 | 0.65 | -0.92 | -0.42 | 1.04 | 0.30 | 2.06 | 2.54 | -0.53 | 7.94 |
| Standard Deviation(%) | NA | 11.90 | 20.69 | 28.81 | 22.95 | NA | NA | … | … | 9.16 | 14.63 | 28.24 | 22.70 | 33.47 | 40.34 | 17.44 | 11.74 | 12.27 | 11.33 | 11.00 | 14.53 | 9.16 |
| Draw Down(%) | NA | 6.64 | 26.83 | 56.67 | 63.87 | NA | NA | … | … | 4.04 | 12.29 | 26.83 | 20.30 | 36.04 | 51.36 | 19.27 | 10.25 | 8.00 | 8.17 | 11.57 | 22.10 | 0.95 |
| Yield(%) | 0.00 | 5.54 | 8.39 | 4.47 | 6.00 | 4.50 | 3.38 | … | … | 0.00 | 5.45 | 10.22 | 9.04 | 0.14 | 2.31 | 8.83 | 7.50 | 0.00 | 1.96 | 0.82 | 0.69 | 3.22 |
Data as of 06/12/2013, Common starting date is 11/05/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSBX (Franklin Balance Sheet Investment B) |
-20.28%
Feb 2006 – Feb 2009 |
-7.56%
Feb 2004 – Feb 2009 |
3.65%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSBX (Franklin Balance Sheet Investment B) |
24.93%
Mar 2003 – Mar 2006 |
15.74%
Sep 2002 – Sep 2007 |
8.23%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart