Franklin Low Duration Total Return Fund

Average Annual Total Returns [further-information] As of 03/31/2020

Month EndAs of 04/30/2020 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 11/17/2004
Fund without Sales Charge (%) (NAV) -2.77 0.32 0.73 1.50 2.56
Fund with Sales Charge (%) (POP) -2.77 0.32 0.73 1.50 2.56
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 4.94 2.73 2.01 1.66 2.54
Quarter EndAs of 03/31/2020 1 Yr 3 Yr 5 Yr 10 Yr Since InceptionInception 11/17/2004
Fund without Sales Charge (%) (NAV) -4.02 -0.13 0.46 1.40 2.47
Fund with Sales Charge (%) (POP) -4.02 -0.13 0.46 1.40 2.47
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 4.53 2.58 1.90 1.62 2.52

Calendar Year Returns

2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund without Sales Charge (%) (NAV) 4.73 0.85 1.52 2.83 -0.29 1.24 1.44 4.39 0.82 5.15
Fund with Sales Charge (%) (POP) 4.73 0.85 1.52 2.83 -0.29 1.24 1.44 4.39 0.82 5.15
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 4.03 1.60 0.84 1.28 0.65 0.77 0.65 1.26 1.59 2.80

Cumulative Total Returns [further-information] As of 03/31/2020

Month EndAs of 04/30/2020 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 11/17/2004
Fund without Sales Charge (%) (NAV) -4.84 -2.77 0.98 3.72 16.07 47.84
Fund with Sales Charge (%) (POP) -4.84 -2.77 0.98 3.72 16.07 47.84
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 2.33 4.94 8.43 10.45 17.85 47.43
Quarter EndAs of 03/31/2020 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 11/17/2004
Fund without Sales Charge (%) (NAV) -6.36 -4.02 -0.39 2.32 14.96 45.49
Fund with Sales Charge (%) (POP) -6.36 -4.02 -0.39 2.32 14.96 45.49
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 1.69 4.53 7.95 9.85 17.47 46.50

After-Tax Average Annual Total Returns [further-information] As of 03/31/2020

Month EndAs of 04/30/2020 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -4.21 -0.96 -0.42 0.39
Fund without Sales Charge (%) (NAV) After Shares Sold -1.61 -0.28 0.07 0.70
Fund with Sales Charge (%) (POP) Before Shares Sold -4.21 -0.96 -0.42 0.39
Fund with Sales Charge (%) (POP) After Shares Sold -1.61 -0.28 0.07 0.70
Quarter EndAs of 03/31/2020 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -5.46 -1.39 -0.68 0.30
Fund without Sales Charge (%) (NAV) After Shares Sold -2.33 -0.61 -0.13 0.63
Fund with Sales Charge (%) (POP) Before Shares Sold -5.46 -1.39 -0.68 0.30
Fund with Sales Charge (%) (POP) After Shares Sold -2.33 -0.61 -0.13 0.63

SALES CHARGE, EXPENSES & FEES As of 03/01/2020 (updated annually)

Gross Expense Ratio 0.71%
Net Expense Ratio [further-information] 0.46%
Max Initial Sales Charge 0.00%
CDSC

Volatility Measures [further-information] As of 04/30/2020 Updated Monthly, based on a 3-year period

Sharpe Ratio -0.32
Standard Deviation 4.27

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