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Franklin Real Estate Securities Adv (FRLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.29+0.03 (+0.17%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.11%
5-year average return2.67%
Number of years up20
Number of years down7
Best 1-yr total return (4 Jun 2024)41.05%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return41.05%
Worst 3-yr total return0.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFRLAXCategory
YTD-5.61%20.43%
1-month5.40%2.69%
3-month-2.61%11.34%
1-year5.38%36.79%
3-year-2.01%10.81%
5-year2.92%7.03%
10-year4.93%9.08%
Last bull market17.96%31.03%
Last bear market-15.62%-16.60%

Annual total return (%) history

Year
FRLAXCategory
2024
N/AN/A
2023
10.31%N/A
2022
-25.48%N/A
2021
41.05%N/A
2020
-3.28%-4.49%
2019
27.48%27.28%
2018
-6.19%-5.97%
2017
4.17%6.22%
2016
5.06%6.89%
2015
4.10%2.41%
2014
30.45%28.03%
2013
2.41%1.55%
2012
16.17%17.60%
2011
9.50%7.51%
2010
27.13%27.08%
2009
17.46%31.26%
2008
-37.99%-39.55%
2007
-27.60%-14.66%
2006
21.61%33.58%
2005
13.50%11.51%
2004
32.47%32.02%
2003
37.94%36.80%
2002
2.00%4.54%
2001
7.90%10.00%
2000
31.19%27.02%
1999
-5.38%-2.76%
1998
-15.11%-15.59%
1997
22.28%22.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-2.15%N/AN/AN/A
20232.38%1.04%-8.50%16.55%
2022-5.20%-15.62%-10.76%4.38%
20216.45%12.42%1.61%16.00%
2020-20.80%12.56%2.01%6.36%
201916.50%1.30%7.37%0.61%
2018-7.40%8.18%0.32%-6.65%
20170.04%2.04%0.15%1.90%
20165.03%6.38%-2.16%-3.90%
20154.81%-10.51%3.31%7.44%
20149.82%6.87%-3.35%15.01%
20137.07%-1.53%-2.75%-0.12%
201210.36%3.10%-0.09%2.20%
20116.28%4.21%-14.16%15.18%
20109.70%-3.99%12.34%7.46%
2009-34.46%26.11%31.43%8.14%
20081.36%-5.16%3.63%-37.75%
2007-2.41%-7.40%-8.98%-11.97%
20068.14%-5.21%5.87%12.06%
2005-4.79%12.77%2.48%3.15%
200411.83%-5.91%9.64%14.83%
20030.88%15.36%7.97%9.77%
20028.43%4.49%-9.98%0.01%
2001-0.24%7.10%-5.54%6.91%
20002.57%14.27%7.92%3.72%
1999-4.39%10.58%-9.89%-0.67%
19980.44%-4.62%-11.18%-0.24%
19973.59%5.49%11.54%0.32%

Rank in category (by total return)

YTD89
1-month26
3-month90
1-year89
3-year68
5-year53

Load adjusted returns

1-year5.38%
3-year-2.01%
5-year2.92%
10-year4.93%