Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLDZX (FRANKLIN LOW DURATION TOTAL RETURN FUND ADVISOR CLASS) | 0.70% | 3.97% | 5.03% | 2.48% | 2.51% | 2.14% | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLDZX (FRANKLIN LOW DURATION TOTAL RETURN FUND ADVISOR CLASS) | 05/29/2008 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.97 | 5.03 | 2.48 | 2.51 | 2.14 | NA | … | … | 0.70 | 5.54 | 5.00 | 5.63 | -4.17 | 1.06 | 3.37 | 4.73 | 0.84 | 1.54 | 2.73 | -0.28 | 1.25 | 1.43 | 4.39 | 0.83 | 5.14 | 8.25 | 1.11 |
| Sharpe Ratio | NA | 0.57 | 0.80 | -0.03 | 0.33 | NA | NA | … | … | -0.53 | 1.37 | 0.64 | 0.73 | -2.26 | 0.89 | 0.50 | 2.29 | -0.41 | 0.82 | 1.97 | -0.27 | 1.49 | 1.32 | 3.58 | 0.41 | 2.65 | 4.17 | 0.37 |
| Standard Deviation(%) | NA | 1.91 | 2.12 | 2.23 | 2.63 | NA | NA | … | … | 2.10 | 1.94 | 2.16 | 2.73 | 2.48 | 1.17 | 6.17 | 1.42 | 1.33 | 1.07 | 1.27 | 1.16 | 0.82 | 1.06 | 1.22 | 1.94 | 1.90 | 1.96 | 3.12 |
| Draw Down(%) | NA | 1.21 | 1.21 | 6.54 | 12.77 | NA | NA | … | … | 1.21 | 0.77 | 0.88 | 1.23 | 6.22 | 0.77 | 12.77 | 0.41 | 0.77 | 0.51 | 0.90 | 1.86 | 0.49 | 1.18 | 0.97 | 2.68 | 1.45 | 0.70 | 3.33 |
| Yield(%) | 0.00 | 4.46 | 4.48 | 3.70 | 3.23 | 2.86 | 2.81 | … | … | 1.80 | 4.53 | 4.55 | 4.02 | 3.28 | 2.60 | 3.16 | 3.74 | 3.18 | 2.04 | 1.79 | 2.22 | 2.52 | 2.48 | 2.77 | 3.26 | 3.40 | 3.21 | 3.29 |
Data as of 06/10/2026, Common starting date is 05/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLDZX (FRANKLIN LOW DURATION TOTAL RETURN FUND ADVISOR CLASS) |
-0.30%
Oct 2019 – Oct 2022 |
0.44%
Mar 2015 – Mar 2020 |
1.11%
Oct 2012 – Oct 2022 |
2.13%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLDZX (FRANKLIN LOW DURATION TOTAL RETURN FUND ADVISOR CLASS) |
5.86%
Oct 2008 – Oct 2011 |
4.52%
Oct 2008 – Oct 2013 |
2.88%
Oct 2008 – Oct 2018 |
2.47%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart