| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.12% | -12.57% | 48.76% | 29.60% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.94% | 16.28% | 18.94% |
| Negative volatility | 15.43% | 9.91% | 12.38% |
| Sharpe | Neg | 0.78 | 0.34 |
| Sortino | Neg | 1.28 | 0.53 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Franklin U.S. Opportunities A $ | 26.25% | -33.25% | 33.42% | 32.39% | -5.65% | -3.12% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |