Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMFX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO CLASS A) | NA | -467,140.94% | nan% | nan% | NA | NA | NA | … | … |
Data as of 02/21/2025, Common starting date is 03/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMFX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO CLASS A) | 03/18/2016 | 02/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -451,276.47 | -467,140.94 | nan | nan | NA | NA | NA | … | … | 0.00 | 0.35 | 4.28 | -11.88 | -1.47 | 3.37 | 5.46 | 0.01 | 2.66 | 0.44 |
| Sharpe Ratio | NA | -0.57 | -0.80 | -0.67 | NA | NA | NA | … | … | -0.68 | -1.01 | 0.00 | -1.75 | -0.75 | 0.93 | 1.70 | -0.46 | 0.82 | 0.16 |
| Standard Deviation(%) | NA | 5.71 | 7.36 | 5.99 | NA | NA | NA | … | … | 4.32 | 6.19 | 8.14 | 7.60 | 2.00 | 3.36 | 2.38 | 2.84 | 2.48 | 2.14 |
| Draw Down(%) | NA | 5.71 | 14.86 | 18.18 | NA | NA | NA | … | … | 1.56 | 4.70 | 9.15 | 15.74 | 2.18 | 4.59 | 0.97 | 2.73 | 1.29 | 2.88 |
| Yield(%) | 0.00 | 3.22 | 2.50 | 2.10 | 2.16 | 1.44 | 1.08 | … | … | 100.43 | 3.13 | 2.88 | 1.91 | 1.54 | 2.01 | 3.18 | 3.30 | 3.06 | 1.83 |
Data as of 02/21/2025, Common starting date is 03/18/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMFX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO CLASS A) |
-5.91%
Oct 2020 – Oct 2023 |
-1.62%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMFX (FRANKLIN STRATEGIC MORTGAGE PORTFOLIO CLASS A) |
3.43%
Jan 2018 – Jan 2021 |
2.10%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart