| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.11% | -2.89% | 6.46% | 17.65% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 9.01% | 7.39% | 7.43% |
| Negative volatility | 7.85% | 5.34% | 5.03% |
| Sharpe | Neg | Neg | 0.16 |
| Sortino | Neg | Neg | 0.24 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| Franklin Gulf Wealth Bond A $ | 14.86% | -3.91% | 2.21% | 8.08% | -3.52% | 1.11% | |
| Bond - Other | 1.78% | -7.78% | 5.46% | 5.57% | 0.01% | 1.16% | |