| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -2.35% | -9.32% | 56.82% | 40.96% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.97% | 16.22% | 18.93% |
| Negative volatility | 15.18% | 9.69% | 12.15% |
| Sharpe | Neg | 0.88 | 0.43 |
| Sortino | Neg | 1.47 | 0.67 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Franklin U.S. Opportunities X Dis $ | 28.23% | -32.19% | 35.52% | 34.48% | -4.15% | -2.35% | |
| Equity Usa - Large & Mid Cap Growth | 37.29% | -24.49% | 37.85% | 42.26% | 4.53% | -4.89% | |