Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWPAX (FRANKLIN WORLD PERSPECTIVES FUND CLASS A) | NA | -22.72% | -4.32% | -0.25% | NA | NA | NA | … | … |
Data as of 03/16/2016, Common starting date is 01/31/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FWPAX (FRANKLIN WORLD PERSPECTIVES FUND CLASS A) | 01/31/2011 | 03/16/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -22.72 | -4.32 | -0.25 | NA | NA | NA | … | … | -16.15 | -4.71 | -6.71 | 24.86 | 14.19 | -9.82 |
| Sharpe Ratio | NA | -1.37 | -0.31 | -0.02 | NA | NA | NA | … | … | -2.80 | -0.33 | -0.46 | 2.49 | 1.11 | -0.47 |
| Standard Deviation(%) | NA | 16.59 | 14.62 | 16.11 | NA | NA | NA | … | … | 20.85 | 14.21 | 14.72 | 9.99 | 12.84 | 22.53 |
| Draw Down(%) | NA | 26.60 | 29.90 | 29.90 | NA | NA | NA | … | … | 16.15 | 13.75 | 16.33 | 7.79 | 13.29 | 21.82 |
| Yield(%) | 0.00 | 5.40 | 5.85 | 4.40 | 2.14 | 1.42 | 1.07 | … | … | 0.00 | 5.60 | 8.44 | 1.68 | 1.26 | 1.00 |
Data as of 03/16/2016, Common starting date is 01/31/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWPAX (FRANKLIN WORLD PERSPECTIVES FUND CLASS A) |
-3.74%
Feb 2013 – Feb 2016 |
-1.33%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FWPAX (FRANKLIN WORLD PERSPECTIVES FUND CLASS A) |
14.47%
Sep 2011 – Sep 2014 |
-1.33%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart