Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FQTHX (Franklin Templeton SMACS: Series H Advisor Class) | 2.89% | 9.55% | 6.97% | 2.08% | 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 |
|---|---|---|
| FQTHX (Franklin Templeton SMACS: Series H 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 (%) | -0.11 | 9.55 | 6.97 | 2.08 | NA | NA | NA | … | … | 2.89 | 4.19 | 7.82 | 9.73 | -14.15 | 6.03 | 4.90 | 1.60 |
| Sharpe Ratio | NA | 1.76 | 0.66 | -0.07 | NA | NA | NA | … | … | 1.05 | 0.19 | 1.01 | 1.12 | -2.64 | 3.05 | 0.44 | 0.77 |
| Standard Deviation(%) | NA | 3.78 | 5.57 | 5.30 | NA | NA | NA | … | … | 4.16 | 6.96 | 4.14 | 5.45 | 5.91 | 1.97 | 10.58 | 1.94 |
| Draw Down(%) | NA | 3.30 | 7.78 | 19.10 | NA | NA | NA | … | … | 3.30 | 7.34 | 2.83 | 7.78 | 19.00 | 2.16 | 16.14 | 1.19 |
| Yield(%) | 0.00 | 5.28 | 5.23 | 3.88 | 2.61 | 1.74 | 1.31 | … | … | 2.09 | 5.05 | 5.12 | 4.59 | 3.01 | 3.12 | 3.10 | 1.39 |
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 |
|---|---|---|---|---|
| FQTHX (Franklin Templeton SMACS: Series H Advisor Class) |
-3.00%
Oct 2019 – Oct 2022 |
2.13%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FQTHX (Franklin Templeton SMACS: Series H Advisor Class) |
8.87%
Oct 2022 – Oct 2025 |
4.53%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart