Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FFABX (Franklin Templeton Founding Allc B) NA -20.25% -4.66% -4.40% NA NA NA
Data as of 04/12/2013, Common starting date is 11/19/2003
More Performance Analytics Comparison
Name Start Date End Date
FFABX (Franklin Templeton Founding Allc B) 11/19/2003 04/12/2013
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 -20.25 -4.66 -4.40 NA NA NA -26.66 15.87 -2.78 10.14 30.08 -38.06 2.37 18.53 5.58 13.01 5.34
Sharpe Ratio NA -0.55 -0.19 -0.19 NA NA NA -1.01 1.47 -0.15 0.76 1.62 -1.36 -0.06 2.21 0.59 1.94 14.45
Standard Deviation(%) NA 36.63 24.92 24.45 NA NA NA 66.59 10.85 18.56 13.25 18.48 28.51 10.48 6.93 5.82 6.22 4.09
Draw Down(%) NA 30.54 30.54 49.61 NA NA NA 30.54 10.21 19.63 11.95 23.59 47.27 9.01 6.32 4.78 5.75 0.55
Yield(%) 0.00 1.88 2.65 2.38 3.85 2.57 1.93 0.00 1.97 2.79 3.30 4.14 4.28 5.76 6.42 3.76 2.23 0.00
Data as of 04/12/2013, 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
FFABX (Franklin Templeton Founding Allc B) -14.69%
Feb 2006 – Feb 2009
-5.75%
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
FFABX (Franklin Templeton Founding Allc B) 20.66%
Feb 2009 – Feb 2012
2.44%
Feb 2008 – Feb 2013
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return