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Franklin Strategic Mortgage R6 (FSMQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.66-0.04 (-0.52%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.10%
5-Year Average Return-0.97%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)5.85%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return5.85%
Worst 3-Yr Total Return-3.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFSMQXCategory
YTD-2.26%-0.61%
1-Month1.92%0.77%
3-Month-0.40%1.99%
1-Year-0.09%3.06%
3-Year-3.44%5.69%
5-Year-1.11%3.75%
10-Year0.67%3.84%
Last Bull Market7.98%4.61%
Last Bear Market-3.64%1.87%

Annual Total Return (%) History

Year
FSMQXCategory
2024
N/AN/A
2023
4.57%N/A
2022
-11.57%N/A
2021
-1.21%N/A
2020
3.74%8.06%
2019
5.85%8.94%
2018
0.47%-0.61%
2017
N/A4.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.07%N/AN/AN/A
20232.56%-0.75%-3.96%6.96%
2022-5.04%-3.64%-4.71%1.42%
2021-0.91%0.16%0.26%-0.71%
20200.86%1.85%0.42%0.56%
20192.25%1.89%1.44%0.16%
2018-1.19%0.06%-0.09%1.71%
20170.35%N/AN/AN/A

Rank In Category (By Total Return)

YTD95
1-Month17
3-Month96
1-Year97
3-Year74
5-Year95

Load Adjusted Returns

1-Year-0.09%
3-Year-3.44%
5-Year-1.11%
10-Year0.67%