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Franklin Equity Portfolio (FEPFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.33-0.00 (-0.03%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-20.03%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (25 Jul 2022)22.06%
Worst 1-yr total return (25 Jul 2022)N/A
Best 3-yr total return22.06%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFEPFXCategory
YTD-20.03%12.08%
1-month-3.75%0.64%
3-month-9.09%6.49%
1-year-15.97%38.01%
3-year0.00%12.74%
5-year0.00%12.82%
10-year0.00%9.05%
Last bull market35.43%18.82%
Last bear market0.00%-20.53%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD41
1-month57
3-month44
1-year35
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-13.17%
3-yearN/A
5-yearN/A
10-yearN/A