Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRRSX (FRANKLIN REAL ESTATE SECURITIES FUND CLASS C) | 10.48% | 8.99% | 7.37% | -0.13% | 2.51% | 4.96% | 2.85% | … | … |
Data as of 06/08/2026, Common starting date is 12/14/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRRSX (FRANKLIN REAL ESTATE SECURITIES FUND CLASS C) | 12/14/1995 | 06/08/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 8.99 | 7.37 | -0.13 | 2.51 | 4.96 | 2.85 | … | … | 10.48 | 1.53 | 2.93 | 9.18 | -28.05 | 32.76 | -11.12 | 26.16 | -7.28 | 3.21 | 3.98 | 3.10 | 29.09 | 1.42 | 14.99 | 8.36 | 25.85 | 16.33 | -38.91 | -28.47 | 20.39 | 12.30 | 31.14 | 36.66 | 0.91 | 6.94 | 29.88 | -6.31 | -16.01 | 19.05 | 31.48 | 2.69 |
| Sharpe Ratio | NA | 0.64 | 0.32 | -0.11 | 0.05 | NA | NA | … | … | 1.96 | -0.08 | -0.04 | 0.28 | -1.17 | 2.18 | -0.27 | 1.93 | -0.52 | 0.25 | 0.22 | 0.17 | 2.62 | 0.09 | 1.10 | 0.29 | 0.94 | 0.25 | -0.54 | -1.29 | 1.21 | 0.80 | 1.96 | 3.26 | -0.02 | 0.43 | 2.41 | -1.00 | -1.42 | 1.88 | 4.73 | 5.28 |
| Standard Deviation(%) | NA | 13.03 | 16.23 | 18.71 | 20.70 | NA | NA | … | … | 14.10 | 16.36 | 15.57 | 19.78 | 25.24 | 15.05 | 41.63 | 12.82 | 16.58 | 10.41 | 17.10 | 17.62 | 11.11 | 15.51 | 13.65 | 29.15 | 27.44 | 66.15 | 73.19 | 24.55 | 14.07 | 12.56 | 15.42 | 11.02 | 14.25 | 10.53 | 10.64 | 9.72 | 13.70 | 8.15 | 5.83 | 17.32 |
| Draw Down(%) | NA | 7.77 | 16.87 | 36.68 | 40.58 | NA | NA | … | … | 7.77 | 13.81 | 12.42 | 21.68 | 33.15 | 7.73 | 40.58 | 5.65 | 13.79 | 6.77 | 16.12 | 17.02 | 7.53 | 17.95 | 9.35 | 22.12 | 16.33 | 43.34 | 62.01 | 36.27 | 11.07 | 8.30 | 18.46 | 6.78 | 19.59 | 13.41 | 8.67 | 21.77 | 25.82 | 6.92 | 3.31 | 1.75 |
| Yield(%) | 0.00 | 6.34 | 7.53 | 3.81 | 4.96 | 5.43 | 3.84 | … | … | 0.00 | 6.58 | 11.13 | 5.11 | 0.66 | 0.55 | 0.38 | 19.37 | 4.50 | 10.24 | 3.81 | 0.82 | 0.84 | 0.82 | 0.15 | 0.09 | 0.33 | 1.53 | 7.47 | 5.97 | 17.86 | 15.20 | 8.47 | 3.12 | 3.40 | 3.09 | 4.90 | 3.91 | 4.82 | 3.05 | 3.41 | 3.73 |
Data as of 06/08/2026, Common starting date is 12/14/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRRSX (FRANKLIN REAL ESTATE SECURITIES FUND CLASS C) |
-31.77%
Feb 2006 – Feb 2009 |
-14.60%
Mar 2004 – Mar 2009 |
-0.74%
Feb 1999 – Feb 2009 |
2.04%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRRSX (FRANKLIN REAL ESTATE SECURITIES FUND CLASS C) |
38.74%
Mar 2009 – Mar 2012 |
25.85%
Feb 2009 – Feb 2014 |
15.84%
Mar 2009 – Mar 2019 |
10.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart