Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCBSX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS C) | 6.92% | 11.42% | 9.75% | 1.05% | 5.73% | 6.05% | 4.37% | … | … |
Data as of 06/08/2026, Common starting date is 03/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCBSX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS C) | 03/14/2001 | 06/08/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.22 | 11.42 | 9.75 | 1.05 | 5.73 | 6.05 | 4.37 | … | … | 6.92 | 5.73 | 8.46 | 8.21 | -10.62 | 11.41 | -3.13 | 23.61 | -13.30 | 11.65 | 19.61 | -9.87 | -0.12 | 35.70 | 14.90 | -6.96 | 20.86 | 21.67 | -36.61 | -4.22 | 15.46 | 5.87 | 24.33 | 28.60 | -6.63 | 14.24 |
| Sharpe Ratio | NA | 0.78 | 0.50 | -0.08 | 0.22 | NA | NA | … | … | 1.02 | 0.16 | 0.37 | 0.30 | -0.53 | 0.59 | -0.08 | 1.74 | -1.00 | 1.16 | 1.21 | -0.65 | -0.01 | 2.91 | 1.02 | -0.25 | 0.92 | 0.64 | -0.93 | -0.42 | 1.03 | 0.29 | 2.06 | 2.53 | -0.21 | 1.11 |
| Standard Deviation(%) | NA | 13.16 | 14.87 | 17.82 | 19.66 | NA | NA | … | … | 14.45 | 17.49 | 12.94 | 15.32 | 22.90 | 19.37 | 39.68 | 12.73 | 14.80 | 9.52 | 15.99 | 15.14 | 11.88 | 12.27 | 14.62 | 28.12 | 22.50 | 33.45 | 40.11 | 17.45 | 11.75 | 12.29 | 11.34 | 11.01 | 36.49 | 14.72 |
| Draw Down(%) | NA | 10.22 | 18.67 | 30.32 | 43.75 | NA | NA | … | … | 10.22 | 15.85 | 9.18 | 16.55 | 22.18 | 17.86 | 43.75 | 8.43 | 21.79 | 6.05 | 13.17 | 15.91 | 11.26 | 5.46 | 12.30 | 26.82 | 20.30 | 36.04 | 51.51 | 19.27 | 10.25 | 7.99 | 8.16 | 11.59 | 22.10 | 15.60 |
| Yield(%) | 0.00 | 3.96 | 4.36 | 2.17 | 5.08 | 6.28 | 4.68 | … | … | 0.00 | 4.04 | 6.69 | 1.63 | 0.16 | 0.43 | 2.85 | 8.44 | 11.91 | 7.85 | 7.25 | 13.66 | 15.23 | 13.20 | 6.46 | 10.40 | 10.16 | 0.42 | 2.50 | 8.81 | 7.49 | 0.00 | 1.93 | 0.82 | 0.68 | 4.84 |
Data as of 06/08/2026, Common starting date is 03/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCBSX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS C) |
-20.35%
Feb 2006 – Feb 2009 |
-7.61%
Feb 2004 – Feb 2009 |
1.74%
Feb 2006 – Feb 2016 |
1.98%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCBSX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS C) |
24.92%
Mar 2003 – Mar 2006 |
22.29%
Feb 2009 – Feb 2014 |
12.65%
Feb 2009 – Feb 2019 |
9.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart