Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGRRX (FRANKLIN GLOBAL REAL ESTATE FUND CLASS A) | NA | -5.78% | -1.83% | 0.38% | 0.17% | NA | NA | … | … |
Data as of 05/02/2018, Common starting date is 12/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGRRX (FRANKLIN GLOBAL REAL ESTATE FUND CLASS A) | 12/14/2006 | 05/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.25 | -5.78 | -1.83 | 0.38 | 0.17 | NA | NA | … | … | -11.28 | 10.47 | -1.05 | 0.45 | 14.90 | 2.20 | 26.97 | -8.04 | 14.19 | 14.97 | -42.49 | -12.11 | 2.42 |
| Sharpe Ratio | NA | -0.50 | -0.15 | 0.01 | 0.00 | NA | NA | … | … | -1.52 | 1.32 | -0.09 | 0.03 | 1.77 | 0.17 | 2.51 | -0.36 | 0.66 | 0.38 | -0.99 | -0.93 | 8.98 |
| Standard Deviation(%) | NA | 13.23 | 13.30 | 12.52 | 22.72 | NA | NA | … | … | 20.54 | 7.47 | 14.37 | 13.25 | 8.43 | 12.95 | 10.84 | 22.66 | 21.28 | 38.70 | 43.94 | 16.29 | 8.83 |
| Draw Down(%) | NA | 15.07 | 16.18 | 16.18 | 61.83 | NA | NA | … | … | 15.07 | 4.88 | 15.69 | 14.06 | 7.39 | 15.38 | 8.98 | 23.61 | 13.77 | 35.16 | 52.99 | 22.56 | 1.16 |
| Yield(%) | 0.00 | 0.28 | 1.18 | 1.33 | 1.35 | 1.14 | 0.85 | … | … | 0.00 | 0.30 | 1.79 | 1.76 | 1.63 | 1.49 | 3.77 | 0.00 | 0.00 | 0.00 | 5.19 | 3.45 | 2.28 |
Data as of 05/02/2018, Common starting date is 12/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGRRX (FRANKLIN GLOBAL REAL ESTATE FUND CLASS A) |
-19.16%
Jan 2007 – Jan 2010 |
-9.53%
May 2007 – May 2012 |
-1.43%
Jan 2007 – Jan 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGRRX (FRANKLIN GLOBAL REAL ESTATE FUND CLASS A) |
21.70%
Feb 2009 – Feb 2012 |
16.89%
Feb 2009 – Feb 2014 |
1.89%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart