Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRDBX (Franklin Rising Dividends B) | NA | 16.51% | 13.60% | 5.47% | 6.00% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 04/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRDBX (Franklin Rising Dividends B) | 04/04/2002 | 06/12/2013 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.51 | 13.60 | 5.47 | 6.00 | NA | NA | … | … | 9.42 | 9.45 | 6.38 | 18.22 | 16.20 | -27.84 | -3.72 | 16.47 | 1.56 | 9.72 | 23.06 | -10.80 |
| Sharpe Ratio | NA | 1.78 | 0.95 | 0.23 | 0.26 | NA | NA | … | … | 3.61 | 0.87 | 0.32 | 1.27 | 0.63 | -0.74 | -0.41 | 1.27 | -0.06 | 0.82 | 1.56 | -0.65 |
| Standard Deviation(%) | NA | 9.23 | 14.37 | 23.27 | 19.09 | NA | NA | … | … | 6.20 | 10.88 | 19.81 | 14.22 | 25.61 | 38.74 | 16.41 | 10.40 | 10.89 | 10.64 | 14.37 | 23.52 |
| Draw Down(%) | NA | 5.40 | 15.69 | 45.66 | 52.12 | NA | NA | … | … | 1.97 | 7.12 | 15.69 | 11.77 | 27.82 | 41.56 | 13.71 | 8.80 | 7.59 | 7.27 | 14.36 | 24.82 |
| Yield(%) | 0.00 | 0.00 | 0.09 | 0.20 | 1.44 | 0.95 | 0.71 | … | … | 0.00 | 0.00 | 0.00 | 0.26 | 0.00 | 0.78 | 2.30 | 5.60 | 0.87 | 1.33 | 0.44 | 0.38 |
Data as of 06/12/2013, Common starting date is 04/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRDBX (Franklin Rising Dividends B) |
-15.00%
Feb 2006 – Feb 2009 |
-6.86%
Feb 2004 – Feb 2009 |
3.90%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRDBX (Franklin Rising Dividends B) |
23.93%
Feb 2009 – Feb 2012 |
11.97%
Sep 2002 – Sep 2007 |
7.50%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart