| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 8.96% | 0.18% | 5.61% | 18.28% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.35% | 12.48% | 15.29% |
| Negative volatility | 8.66% | 9.29% | 10.65% |
| Sharpe | Neg | Neg | 0.13 |
| Sortino | Neg | Neg | 0.19 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Franklin Global Real Estate A DisQ $ | 36.63% | -22.30% | 6.18% | 4.70% | -5.94% | 8.96% | |
| Equity Sector - Real Estate (World) | 35.74% | -15.65% | 4.41% | 8.81% | -2.39% | 8.92% | |