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Franklin Strategic Mortgage A (FSMFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.92-0.06 (-0.75%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.85%
5-Year Average Return-0.82%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Oct 3, 2024)6.44%
Worst 1 Yr Total Return (Oct 3, 2024)N/A
Best 3-Yr Total Return6.44%
Worst 3-Yr Total Return-3.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFSMFXCategory
YTD3.97%-0.61%
1-Month1.13%0.77%
3-Month5.26%1.99%
1-Year11.11%3.06%
3-Year-1.74%5.69%
5-Year-0.53%3.75%
10-Year0.92%3.84%
Last Bull Market7.85%4.61%
Last Bear Market-3.70%1.87%

Annual Total Return (%) History

Year
FSMFXCategory
2024
N/AN/A
2023
4.27%N/A
2022
-11.84%N/A
2021
-1.47%N/A
2020
3.34%8.06%
2019
5.45%8.94%
2018
0.00%-0.61%
2017
2.66%4.27%
2016
1.53%3.86%
2015
0.84%-0.45%
2014
6.44%5.42%
2013
0.41%-0.90%
2012
N/A7.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.14%-0.09%5.26%N/A
20232.49%-0.94%-3.90%6.87%
2022-5.12%-3.70%-4.91%1.47%
2021-1.12%0.30%0.06%-0.72%
20200.88%1.64%0.43%0.35%
20192.26%1.68%1.34%0.07%
2018-1.38%0.08%-0.29%1.61%
20170.50%1.18%0.62%0.34%
20161.45%1.33%0.60%-1.82%
20150.86%-0.89%1.31%-0.42%
20142.20%2.04%0.43%1.62%
20130.70%-1.77%1.17%0.34%
20121.15%2.56%0.20%N/A

Rank In Category (By Total Return)

YTD96
1-Month92
3-Month40
1-Year90
3-Year76
5-Year96

Load Adjusted Returns

1-Year6.94%
3-Year-2.98%
5-Year-1.29%
10-Year0.54%