Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBEIX (Franklin Equity Income B) | NA | -23.18% | -3.56% | -3.81% | 2.15% | NA | NA | … | … |
Data as of 04/12/2013, Common starting date is 11/05/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBEIX (Franklin Equity Income B) | 11/05/2001 | 04/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -23.18 | -3.56 | -3.81 | 2.15 | NA | NA | … | … | -25.90 | 11.01 | 0.73 | 14.75 | 25.52 | -35.88 | -4.37 | 15.52 | 2.45 | 9.71 | 23.93 | -15.51 | 5.17 |
| Sharpe Ratio | NA | -0.39 | -0.07 | -0.04 | NA | NA | NA | … | … | -0.97 | 0.95 | 0.03 | 0.91 | 1.18 | -1.00 | -0.44 | 1.30 | 0.03 | 0.94 | 1.51 | -0.75 | 3.71 |
| Standard Deviation(%) | NA | 59.76 | 53.60 | 98.02 | NA | NA | NA | … | … | 68.07 | 11.59 | 21.04 | 16.19 | 21.63 | 36.51 | 16.90 | 9.43 | 9.13 | 9.30 | 15.42 | 21.99 | 10.38 |
| Draw Down(%) | NA | 30.82 | 30.82 | 50.61 | 56.95 | NA | NA | … | … | 30.82 | 9.92 | 17.86 | 14.13 | 24.83 | 45.71 | 16.78 | 7.36 | 6.39 | 5.94 | 16.88 | 31.13 | 2.66 |
| Yield(%) | 0.00 | 1.67 | 2.04 | 1.85 | 4.08 | 2.45 | 1.83 | … | … | 0.24 | 1.94 | 1.84 | 2.40 | 2.66 | 1.90 | 5.77 | 8.29 | 4.05 | 1.72 | 1.74 | 1.74 | 1.13 |
Data as of 04/12/2013, Common starting date is 11/05/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBEIX (Franklin Equity Income B) |
-16.96%
Feb 2006 – Feb 2009 |
-8.53%
Feb 2004 – Feb 2009 |
1.83%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBEIX (Franklin Equity Income B) |
23.20%
Feb 2009 – Feb 2012 |
12.74%
Sep 2002 – Sep 2007 |
6.22%
Feb 2003 – Feb 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart