Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FBSRX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS R) | -2.43% | -2.60% | 0.41% | 8.46% | 3.59% | 5.62% | 4.48% | 5.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBSRX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS R) | 03/14/2002 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 03/14/2002.
AR inception is since 03/14/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | -2.60 | 0.41 | 8.46 | 3.59 | 5.62 | 4.48 | 5.36 | -2.43 | 1.99 | 7.59 | -10.00 | 12.77 | -2.63 | 24.24 | -12.86 | 12.21 | 20.21 | -9.40 | 0.39 | 36.39 | 15.47 | -6.50 | 21.46 | 22.29 | -36.03 | -3.75 | 16.03 | 6.43 | 24.97 | 29.32 | -11.97 |
| Sharpe Ratio | NA | -0.38 | -0.19 | 0.30 | 0.10 | NA | NA | 0.20 | -0.35 | -0.33 | 0.22 | -0.50 | 0.67 | -0.07 | 1.79 | -0.96 | 1.23 | 1.25 | -0.62 | 0.03 | 2.96 | 1.06 | -0.23 | 0.95 | 0.66 | -0.92 | -0.39 | 1.09 | 0.35 | 2.12 | 2.61 | -1.01 |
| Standard Deviation(%) | NA | 18.59 | 18.52 | 19.60 | 19.96 | NA | NA | 20.39 | 24.40 | 13.87 | 15.44 | 22.86 | 18.95 | 39.72 | 12.73 | 14.79 | 9.49 | 16.03 | 15.14 | 11.88 | 12.29 | 14.64 | 28.12 | 22.52 | 33.45 | 40.15 | 17.45 | 11.72 | 12.27 | 11.33 | 10.99 | 15.68 |
| Draw Down(%) | NA | 23.75 | 23.75 | 29.52 | 43.71 | NA | NA | 63.50 | 15.78 | 13.94 | 16.24 | 21.92 | 17.27 | 43.71 | 8.37 | 21.50 | 5.95 | 13.14 | 15.57 | 11.22 | 5.42 | 12.19 | 26.64 | 20.21 | 35.98 | 51.16 | 19.09 | 10.21 | 7.94 | 8.12 | 11.49 | 21.94 |
| Yield(%) | 0.00 | 0.00 | 0.56 | 1.68 | 4.86 | 6.58 | 5.32 | 6.38 | 0.00 | 0.00 | 1.03 | 0.67 | 1.10 | 3.22 | 8.67 | 12.27 | 7.95 | 7.28 | 13.63 | 14.93 | 13.40 | 6.89 | 10.48 | 10.51 | 0.94 | 2.77 | 9.39 | 8.08 | 0.63 | 2.55 | 1.06 | 0.14 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSRX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS R) |
-19.84%
Feb 2006 - Feb 2009 |
-7.07%
Feb 2004 - Feb 2009 |
2.29%
Feb 2006 - Feb 2016 |
2.52%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSRX (FRANKLIN BALANCE SHEET INVESTMENT FUND CLASS R) |
25.57%
Mar 2003 - Mar 2006 |
22.90%
Feb 2009 - Feb 2014 |
13.21%
Feb 2009 - Feb 2019 |
9.88%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart