Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

Franklin Convertible Securities Fund (FROTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
19.24-0.15 (-0.77%)
At close: 08:06AM EDT
Advertisement

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.35%
5-Year Average Return8.21%
Number of Years Up21
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)48.67%
Worst 1 Yr Total Return (Feb 3, 2019)-35.88%
Best 3-Yr Total Return48.67%
Worst 3-Yr Total Return-1.65%

Trailing Returns (%) Vs. Benchmarks

ReturnFROTXCategory
YTD-20.76%4.62%
1-Month-5.31%1.90%
3-Month-14.18%2.89%
1-Year-20.15%35.52%
3-Year7.97%18.94%
5-Year11.13%16.35%
10-Year10.19%10.69%
Last Bull Market25.25%13.19%
Last Bear Market-15.85%-16.08%

Annual Total Return (%) History

Year
FROTXCategory
2022
N/AN/A
2021
6.60%N/A
2020
45.14%39.91%
2019
22.98%21.48%
2018
3.46%-2.11%
2017
17.07%12.18%
2016
6.87%7.68%
2015
0.09%-3.67%
2014
3.52%6.37%
2013
22.31%21.66%
2012
12.54%10.92%
2011
-6.24%-5.62%
2010
19.50%16.77%
2009
48.67%40.58%
2008
-35.88%-33.38%
2007
-0.19%7.51%
2006
11.30%10.72%
2005
6.16%3.59%
2004
15.10%9.03%
2003
34.51%26.24%
2002
-16.17%-7.77%
2001
0.00%-6.57%
2000
14.60%2.52%
1999
20.27%29.21%
1998
-7.66%4.18%
1997
19.31%18.46%
1996
15.52%15.63%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-7.66%N/AN/AN/A
20211.43%4.30%0.37%0.38%
2020-13.52%32.71%8.36%16.71%
201913.73%5.34%-2.76%5.57%
20184.78%3.83%4.97%-9.40%
20176.23%3.89%4.15%1.86%
2016-0.58%4.21%4.49%-1.29%
20152.50%0.21%-5.77%3.42%
20142.93%3.93%-3.23%0.00%
20135.92%2.17%7.63%5.01%
20128.83%-3.12%4.09%2.55%
20115.41%0.04%-16.28%6.21%
20104.55%-4.19%8.63%9.83%
20092.08%17.02%17.22%6.18%
2008-6.84%2.42%-16.12%-19.89%
20072.95%3.68%0.26%-6.74%
20064.51%-1.56%2.47%5.58%
2005-2.93%3.94%4.83%0.37%
20045.02%1.42%0.03%8.03%
20031.86%15.41%3.07%11.01%
20020.19%-10.15%-12.69%6.66%
2001-2.77%4.00%-12.91%13.54%
200012.20%0.49%5.38%-3.54%
1999-2.74%10.07%-0.89%13.35%
19981.63%-3.81%-11.63%6.90%
19970.93%8.44%10.31%-1.18%
19964.40%2.68%3.48%4.14%

Rank In Category (By Total Return)

YTD79
1-Month74
3-Month69
1-Year43
3-Year58
5-Year18

Load Adjusted Returns

1-Year-7.23%
3-Year15.58%
5-Year15.00%
10-Year11.56%
Advertisement
Advertisement