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Franklin Convertible Securities Fund Advisor Class (FCSZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.22-0.24 (-1.17%)
At close: 08:01PM EDT
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return9.42%
5-Year Average Return9.30%
Number of Years Up12
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)50.18%
Worst 1 Yr Total Return (Feb 3, 2019)-5.27%
Best 3-Yr Total Return50.18%
Worst 3-Yr Total Return4.50%

Trailing Returns (%) Vs. Benchmarks

ReturnFCSZXCategory
YTD-7.41%4.62%
1-Month0.08%1.90%
3-Month-7.41%2.89%
1-Year-1.99%35.52%
3-Year16.77%18.94%
5-Year15.95%16.35%
10-Year12.66%10.69%
Last Bull Market26.33%13.19%
Last Bear Market-15.72%-16.08%

Annual Total Return (%) History

Year
FCSZXCategory
2021
N/AN/A
2020
46.60%39.91%
2019
24.18%21.48%
2018
4.56%-2.11%
2017
18.24%12.18%
2016
7.96%7.68%
2015
1.03%-3.67%
2014
4.62%6.37%
2013
23.50%21.66%
2012
13.60%10.92%
2011
-5.27%-5.62%
2010
20.70%16.77%
2009
50.18%40.58%
2008
N/A-33.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20211.73%4.53%0.62%N/A
2020-13.31%33.09%8.63%16.97%
201914.02%5.56%-2.51%5.83%
20185.08%4.05%5.28%-9.17%
20176.48%4.15%4.46%2.07%
2016-0.29%4.47%4.74%-1.05%
20152.74%0.46%-5.51%3.60%
20143.22%4.18%-3.00%0.29%
20136.16%2.46%7.85%5.29%
20129.05%-2.90%4.36%2.79%
20115.65%0.30%-16.12%6.58%
20104.74%-3.90%8.88%10.14%
20092.34%17.22%17.60%6.46%
2008-15.87%-19.65%N/AN/A

Rank In Category (By Total Return)

YTD72
1-Month72
3-Month65
1-Year37
3-Year35
5-Year7

Load Adjusted Returns

1-Year-5.54%
3-Year16.74%
5-Year16.15%
10-Year12.68%
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