Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMYSX (Franklin Global Equity Fund IS) | 5.84% | 22.07% | 22.13% | 12.63% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMYSX (Franklin Global Equity Fund IS) | 08/12/2019 | 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 (%) | -3.07 | 22.07 | 22.13 | 12.63 | NA | NA | NA | … | … | 5.84 | 23.71 | 24.70 | 23.57 | -16.04 | 25.30 | 13.74 | 13.74 |
| Sharpe Ratio | NA | 1.81 | 1.40 | 0.64 | NA | NA | NA | … | … | 1.04 | 1.21 | 1.63 | 1.65 | -0.77 | 1.92 | 0.42 | 3.17 |
| Standard Deviation(%) | NA | 12.01 | 14.30 | 16.16 | NA | NA | NA | … | … | 14.07 | 17.30 | 12.97 | 12.14 | 22.79 | 13.15 | 32.06 | 11.98 |
| Draw Down(%) | NA | 8.22 | 17.13 | 24.19 | NA | NA | NA | … | … | 8.22 | 17.13 | 9.09 | 8.16 | 24.19 | 5.24 | 34.00 | 4.00 |
| Yield(%) | 0.00 | 7.34 | 5.68 | 5.63 | 4.85 | 3.23 | 2.42 | … | … | 0.00 | 7.86 | 4.70 | 1.67 | 4.35 | 10.89 | 1.22 | 8.10 |
Data as of 06/10/2026, Common starting date is 08/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMYSX (Franklin Global Equity Fund IS) |
5.84%
Sep 2019 – Sep 2022 |
12.57%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMYSX (Franklin Global Equity Fund IS) |
26.31%
Sep 2022 – Sep 2025 |
18.39%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart