Canada markets closed

Franklin Strategic Mortgage C (FSMHX)

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

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.53%
5-Year Average Return-1.21%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Oct 3, 2024)6.02%
Worst 1 Yr Total Return (Oct 3, 2024)N/A
Best 3-Yr Total Return6.02%
Worst 3-Yr Total Return-3.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFSMHXCategory
YTD3.66%-0.61%
1-Month1.09%0.77%
3-Month5.15%1.99%
1-Year10.67%3.06%
3-Year-2.13%5.69%
5-Year-0.93%3.75%
10-Year0.52%3.84%
Last Bull Market7.67%4.61%
Last Bear Market-3.80%1.87%

Annual Total Return (%) History

Year
FSMHXCategory
2024
N/AN/A
2023
3.85%N/A
2022
-12.20%N/A
2021
-1.87%N/A
2020
2.82%8.06%
2019
5.02%8.94%
2018
-0.28%-0.61%
2017
2.26%4.27%
2016
1.13%3.86%
2015
0.44%-0.45%
2014
6.02%5.42%
2013
0.02%-0.90%
2012
N/A7.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.23%-0.19%5.15%N/A
20232.39%-1.04%-4.00%6.76%
2022-5.21%-3.80%-4.89%1.23%
2021-1.21%0.20%-0.04%-0.81%
20200.67%1.55%0.33%0.25%
20192.05%1.69%1.13%0.07%
2018-1.37%-0.13%-0.39%1.62%
20170.40%1.19%0.41%0.24%
20161.35%1.23%0.50%-1.92%
20150.76%-0.89%1.10%-0.52%
20142.10%2.07%0.20%1.52%
20130.61%-1.86%1.06%0.24%
20120.95%2.56%0.10%N/A

Rank In Category (By Total Return)

YTD97
1-Month95
3-Month57
1-Year93
3-Year86
5-Year99

Load Adjusted Returns

1-Year9.67%
3-Year-2.13%
5-Year-0.93%
10-Year0.52%