Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLDRX (Franklin Low Duration Total Return Fund Class R) | 0.51% | 3.48% | 4.53% | 1.99% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLDRX (Franklin Low Duration Total Return Fund Class R) | 10/16/2019 | 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 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.48 | 4.53 | 1.99 | NA | NA | NA | … | … | 0.51 | 5.04 | 4.40 | 5.25 | -4.65 | 0.57 | 2.82 | 0.69 |
| Sharpe Ratio | NA | 0.32 | 0.56 | -0.26 | NA | NA | NA | … | … | -0.78 | 1.15 | 0.38 | 0.60 | -2.57 | 0.50 | 0.45 | 2.11 |
| Standard Deviation(%) | NA | 1.89 | 2.05 | 2.16 | NA | NA | NA | … | … | 2.04 | 1.87 | 2.08 | 2.68 | 2.37 | 1.10 | 5.65 | 1.08 |
| Draw Down(%) | NA | 1.22 | 1.22 | 6.97 | NA | NA | NA | … | … | 1.22 | 0.67 | 0.78 | 1.37 | 6.48 | 0.79 | 12.10 | 0.21 |
| Yield(%) | 0.00 | 3.98 | 4.00 | 3.26 | 2.08 | 1.38 | 1.04 | … | … | 1.61 | 4.04 | 4.08 | 3.55 | 2.84 | 2.11 | 2.73 | 0.90 |
Data as of 06/10/2026, Common starting date is 10/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLDRX (Franklin Low Duration Total Return Fund Class R) |
-0.55%
Feb 2020 – Feb 2023 |
1.58%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLDRX (Franklin Low Duration Total Return Fund Class R) |
5.15%
Oct 2022 – Oct 2025 |
3.26%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart