Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQCHX (Franklin Templeton SMACS: Series CH Advisor Class) | 2.31% | 7.84% | 5.61% | 0.87% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FQCHX (Franklin Templeton SMACS: Series CH Advisor Class) | 06/04/2019 | 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 (%) | -0.12 | 7.84 | 5.61 | 0.87 | NA | NA | NA | … | … | 2.31 | 3.09 | 7.87 | 5.75 | -13.93 | 5.99 | 4.24 | 2.46 |
| Sharpe Ratio | NA | 1.51 | 0.47 | -0.27 | NA | NA | NA | … | … | 0.84 | 0.04 | 0.94 | 0.37 | -1.98 | 2.49 | 0.34 | 1.21 |
| Standard Deviation(%) | NA | 3.44 | 5.19 | 5.59 | NA | NA | NA | … | … | 3.86 | 5.72 | 4.51 | 5.75 | 7.77 | 2.40 | 11.65 | 2.47 |
| Draw Down(%) | NA | 2.64 | 8.54 | 21.04 | NA | NA | NA | … | … | 2.64 | 5.99 | 2.64 | 8.62 | 20.84 | 2.42 | 16.86 | 1.27 |
| Yield(%) | 0.00 | 5.60 | 5.33 | 4.02 | 2.76 | 1.84 | 1.38 | … | … | 2.27 | 5.37 | 5.34 | 4.71 | 3.50 | 3.46 | 3.39 | 1.56 |
Data as of 06/10/2026, Common starting date is 06/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FQCHX (Franklin Templeton SMACS: Series CH Advisor Class) |
-4.30%
Oct 2019 – Oct 2022 |
0.97%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FQCHX (Franklin Templeton SMACS: Series CH Advisor Class) |
7.90%
Oct 2022 – Oct 2025 |
3.23%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart