Franklin Low Duration Total Return Fund

Average Annual Total Returns [further-information] As of 09/30/2019

Month EndAs of 09/30/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 11/17/2004
Fund without Sales Charge (%) (NAV) 3.06 1.53 1.10 1.63 2.31
Fund with Sales Charge (%) (POP) 2.06 1.53 1.10 1.63 2.31
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 4.64 1.82 1.59 1.52 2.45
Quarter EndAs of 09/30/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 11/17/2004
Fund without Sales Charge (%) (NAV) 3.06 1.53 1.10 1.63 2.31
Fund with Sales Charge (%) (POP) 2.06 1.53 1.10 1.63 2.31
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 4.64 1.82 1.59 1.52 2.45

Calendar Year Returns

2018 2017 2016 2015 2014 2013 2012
Fund without Sales Charge (%) (NAV) 0.19 0.80 2.20 -0.89 0.55 0.78 3.75
Fund with Sales Charge (%) (POP) -0.79 -0.19 1.20 -1.87 -0.43 -0.21 2.75
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 1.60 0.84 1.28 0.65 0.77 0.65 1.26

Cumulative Total Returns [further-information] As of 09/30/2019

Month EndAs of 09/30/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 11/17/2004
Fund without Sales Charge (%) (NAV) 3.41 3.06 4.67 5.62 17.54 40.40
Fund with Sales Charge (%) (POP) 2.41 2.06 4.67 5.62 17.54 40.40
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 3.42 4.64 5.55 8.20 16.30 43.22
Quarter EndAs of 09/30/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 11/17/2004
Fund without Sales Charge (%) (NAV) 3.41 3.06 4.67 5.62 17.54 40.40
Fund with Sales Charge (%) (POP) 2.41 2.06 4.67 5.62 17.54 40.40
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 3.42 4.64 5.55 8.20 16.30 43.22

After-Tax Average Annual Total Returns [further-information] As of 09/30/2019

Month EndAs of 09/30/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 1.89 0.55 0.21 0.72
Fund without Sales Charge (%) (NAV) After Shares Sold 1.80 0.74 0.44 0.88
Fund with Sales Charge (%) (POP) Before Shares Sold 0.89 0.55 0.21 0.72
Fund with Sales Charge (%) (POP) After Shares Sold 1.21 0.74 0.44 0.88
Quarter EndAs of 09/30/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 1.89 0.55 0.21 0.72
Fund without Sales Charge (%) (NAV) After Shares Sold 1.80 0.74 0.44 0.88
Fund with Sales Charge (%) (POP) Before Shares Sold 0.89 0.55 0.21 0.72
Fund with Sales Charge (%) (POP) After Shares Sold 1.21 0.74 0.44 0.88

SALES CHARGE, EXPENSES & FEES As of 03/01/2019 (updated annually)

Gross Expense Ratio 1.37%
Net Expense Ratio [further-information] 1.12%
Max Initial Sales Charge 0.00%
CDSC 1.00%

Volatility Measures [further-information] As of 09/30/2019 Updated Monthly, based on a 3-year period

Sharpe Ratio 0.02
Standard Deviation 0.87

Benchmarks

A benchmark is a comparable broad-based index that can be used to evaluate a fund's performance.

  • Bloomberg Barclays US Government & Credit (1-3 Year) Index