FISRX
Franklin Income Fund Class R
Mutual fund
$2.420.00 (0.00%)Close Oct 2, 2026
Dec 31, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $46,297
- CAGR
- +6.39%
- Max drawdown
- −43.30%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.20%
- 3M
- −1.95%
- 6M
- +0.57%
- YTD
- +3.64%
- 1Y
- +5.72%
- 3Y
- +10.08%
- 5Y
- +5.65%
- 10Y
- +6.34%
- 15Y
- +6.89%
- 20Y
- +5.66%
- Since 2001
- +6.39%
Metrics
Since 2001| Volatility | 11.34% |
|---|---|
| Sortino ratio | 0.87 |
| Calmar ratio | 0.15 |
| Best year, 2009 | +34.97% |
| Worst year, 2008 | −30.69% |
| Positive years | 19 of 24 |
| Longest drawdown | 3.2 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −43.3% | Oct 2007 | Mar 2009 | Dec 2010 | 3.2 years |
| −25.7% | Aug 2002 | Oct 2002 | Oct 2003 | 1.2 years |
| −24.1% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −20.3% | Jun 2014 | Feb 2016 | Dec 2016 | 2.5 years |
| −16.6% | Apr 2002 | Jul 2002 | Aug 2002 | 3 months |
Annual returns
2001 from Dec 31 · 2026 through Oct 2