Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LQNCX (Franklin Global Market Neutral Fund C) | NA | 254,450.38% | 1,317.44% | 377.68% | NA | NA | NA | … | … |
Data as of 09/27/2023, Common starting date is 07/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LQNCX (Franklin Global Market Neutral Fund C) | 07/17/2018 | 09/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 232,464.10 | 254,450.38 | 1,317.44 | 377.68 | NA | NA | NA | … | … | 4.61 | 6.79 | 14.95 | -7.77 | -6.91 | -0.38 |
| Sharpe Ratio | NA | 1.03 | 0.92 | 0.01 | NA | NA | NA | … | … | 0.41 | 0.81 | 3.17 | -1.16 | -2.17 | -0.52 |
| Standard Deviation(%) | NA | 5.40 | 5.93 | 5.57 | NA | NA | NA | … | … | 4.90 | 6.74 | 4.71 | 6.89 | 3.85 | 4.50 |
| Draw Down(%) | NA | 3.12 | 7.07 | 18.60 | NA | NA | NA | … | … | 2.92 | 5.66 | 3.01 | 9.41 | 9.59 | 4.34 |
| Yield(%) | 99.96 | 108.37 | 40.42 | 21.14 | 10.81 | 7.21 | 5.41 | … | … | 104.81 | 17.15 | 0.00 | 0.00 | 0.00 | 1.99 |
Data as of 09/27/2023, Common starting date is 07/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LQNCX (Franklin Global Market Neutral Fund C) |
-3.03%
Sep 2018 – Sep 2021 |
1.64%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LQNCX (Franklin Global Market Neutral Fund C) |
6.59%
Aug 2020 – Aug 2023 |
1.64%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart