| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 19.23% | 27.06% | 41.03% | 142.61% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.88% | 16.02% | 19.84% |
| Negative volatility | 12.28% | 10.59% | 11.38% |
| Sharpe | 1.09 | 0.36 | 0.96 |
| Sortino | 1.58 | 0.54 | 1.67 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Franklin Natural Resources A $ | 46.29% | 37.02% | -1.77% | 6.49% | 13.65% | 19.23% | |
| Equity Sector - Natural Resources (Energy & Materials) | 50.57% | 42.85% | 0.15% | 15.33% | 6.78% | 20.21% | |