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Franklin Strategic Mortgage Adv (FSMZX)

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-1.07%
5-Year Average Return-1.10%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)6.70%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return6.70%
Worst 3-Yr Total Return-3.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFSMZXCategory
YTD-1.11%-0.61%
1-Month1.20%0.77%
3-Month-0.03%1.99%
1-Year1.57%3.06%
3-Year-3.14%5.69%
5-Year-1.06%3.75%
10-Year0.69%3.84%
Last Bull Market7.97%4.61%
Last Bear Market-3.64%1.87%

Annual Total Return (%) History

Year
FSMZXCategory
2024
N/AN/A
2023
4.40%N/A
2022
-11.52%N/A
2021
-1.23%N/A
2020
3.49%8.06%
2019
5.71%8.94%
2018
0.36%-0.61%
2017
2.92%4.27%
2016
1.77%3.86%
2015
0.99%-0.45%
2014
6.70%5.42%
2013
0.67%-0.90%
2012
N/A7.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.08%-0.03%N/AN/A
20232.42%-0.76%-3.97%6.95%
2022-5.06%-3.64%-4.73%1.53%
2021-0.95%0.25%0.12%-0.65%
20200.83%1.71%0.49%0.42%
20192.21%1.85%1.30%0.24%
2018-1.22%0.03%-0.12%1.68%
20170.67%1.25%0.68%0.30%
20161.51%1.39%0.77%-1.86%
20150.92%-0.83%1.26%-0.36%
20142.26%2.10%0.49%1.69%
20130.76%-1.71%1.23%0.40%
20121.22%2.62%0.27%N/A

Rank In Category (By Total Return)

YTD94
1-Month16
3-Month89
1-Year96
3-Year64
5-Year94

Load Adjusted Returns

1-Year1.57%
3-Year-3.14%
5-Year-1.06%
10-Year0.69%