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Franklin U.S. Large Cap Equity IS (LMISX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.28+0.14 (+0.61%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return19.61%
5-Year Average Return14.83%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)33.33%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return33.33%
Worst 3-Yr Total Return6.92%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLMISXCategory
YTD17.87%5.31%
1-Month3.01%-4.19%
3-Month4.47%3.90%
1-Year29.99%20.31%
3-Year9.82%6.48%
5-Year14.87%11.78%
10-Year11.69%10.96%
Last Bull Market28.85%25.56%
Last Bear Market-17.61%-15.11%

Annual Total Return (%) History

Year
LMISXCategory
2024
N/AN/A
2023
27.79%22.32%
2022
-20.60%-16.96%
2021
31.42%26.07%
2020
17.19%15.83%
2019
25.94%28.78%
2018
-7.34%-6.27%
2017
23.49%20.44%
2016
8.81%10.37%
2015
-1.65%-1.07%
2014
14.21%10.96%
2013
33.33%31.50%
2012
16.62%14.96%
2011
1.62%-1.27%
2010
14.43%14.01%
2009
22.74%28.17%
2008
N/A-37.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.83%4.47%N/AN/A
20236.96%8.33%-1.33%11.77%
2022-5.62%-17.61%-4.35%6.75%
20218.18%9.68%0.31%10.41%
2020-21.86%22.57%7.02%14.33%
201913.08%2.58%0.34%8.21%
2018-0.62%3.42%7.06%-15.79%
20175.97%2.99%4.87%7.90%
2016-1.02%0.32%4.77%4.59%
20151.84%-0.76%-7.75%5.48%
20142.19%5.05%0.84%5.50%
201310.84%2.56%5.50%11.17%
201212.85%-3.31%6.68%0.19%
20116.62%-0.81%-14.42%12.27%
20105.42%-11.92%10.85%11.17%
2009-9.87%11.97%14.99%5.76%
2008-11.82%-21.05%N/AN/A

Rank In Category (By Total Return)

YTD7
1-Month48
3-Month16
1-Year4
3-Year25
5-Year25

Load Adjusted Returns

1-Year29.99%
3-Year9.82%
5-Year14.87%
10-Year11.69%