Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTRRX (FRANKLIN TOTAL RETURN FUND CLASS R) | -0.12% | 4.62% | 3.73% | -0.62% | 1.15% | 1.71% | 2.83% | … | … |
Data as of 06/10/2026, Common starting date is 01/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRRX (FRANKLIN TOTAL RETURN FUND CLASS R) | 01/30/2002 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 4.62 | 3.73 | -0.62 | 1.15 | 1.71 | 2.83 | … | … | -0.12 | 6.68 | 1.66 | 5.47 | -15.07 | -1.11 | 6.96 | 8.84 | -2.05 | 3.25 | 2.58 | -1.86 | 5.74 | -1.90 | 7.96 | 5.30 | 9.25 | 15.12 | -5.70 | 4.61 | 4.62 | 1.65 | 4.89 | 6.87 | 3.20 |
| Sharpe Ratio | NA | 0.44 | 0.08 | -0.52 | -0.09 | NA | NA | … | … | -0.67 | 0.85 | -0.35 | 0.25 | -2.29 | -0.33 | 0.94 | 2.38 | -1.26 | 0.95 | 0.84 | -0.66 | 2.92 | -0.55 | 3.47 | 1.61 | 2.69 | 3.39 | -0.99 | 0.39 | 0.36 | -0.20 | 1.03 | 1.55 | 0.12 |
| Standard Deviation(%) | NA | 3.89 | 5.41 | 5.82 | 5.05 | NA | NA | … | … | 4.19 | 4.50 | 5.53 | 7.21 | 7.24 | 3.43 | 7.09 | 3.10 | 2.73 | 2.76 | 2.80 | 2.84 | 1.96 | 3.53 | 2.30 | 3.28 | 3.40 | 4.43 | 6.73 | 3.77 | 3.33 | 2.98 | 3.80 | 3.96 | 19.63 |
| Draw Down(%) | NA | 2.96 | 6.12 | 20.45 | 20.45 | NA | NA | … | … | 2.96 | 2.64 | 4.04 | 7.50 | 19.30 | 3.72 | 13.24 | 1.90 | 3.45 | 1.44 | 3.86 | 4.40 | 0.80 | 5.85 | 1.26 | 2.53 | 3.32 | 2.65 | 13.28 | 2.61 | 2.32 | 2.57 | 4.66 | 4.34 | 13.02 |
| Yield(%) | 0.00 | 4.10 | 3.70 | 2.76 | 2.67 | 2.93 | 3.54 | … | … | 1.67 | 3.99 | 3.56 | 3.14 | 2.56 | 1.92 | 2.86 | 3.51 | 2.47 | 1.98 | 1.63 | 3.05 | 3.76 | 2.78 | 5.09 | 5.54 | 4.14 | 4.73 | 6.60 | 4.59 | 4.58 | 4.36 | 4.37 | 4.16 | 1.31 |
Data as of 06/10/2026, Common starting date is 01/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRRX (FRANKLIN TOTAL RETURN FUND CLASS R) |
-5.62%
Oct 2020 – Oct 2023 |
-1.56%
Oct 2017 – Oct 2022 |
0.01%
Oct 2012 – Oct 2022 |
1.73%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRRX (FRANKLIN TOTAL RETURN FUND CLASS R) |
11.45%
Oct 2008 – Oct 2011 |
8.26%
Oct 2008 – Oct 2013 |
5.50%
Nov 2002 – Nov 2012 |
4.21%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart