| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.23% | -13.23% | 45.41% | 24.82% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.93% | 16.28% | 18.94% |
| Negative volatility | 15.56% | 10.01% | 12.49% |
| Sharpe | Neg | 0.73 | 0.31 |
| Sortino | Neg | 1.19 | 0.46 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Franklin U.S. Opportunities N $ | 25.32% | -33.75% | 32.41% | 31.40% | -6.33% | -3.23% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |