Franklin Real Estate Securities Fund

Average Annual Total Returns [further-information] As of 03/31/2019

Month EndAs of 05/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 05/01/1995
Fund without Sales Charge (%) (NAV) 12.17 3.83 5.91 12.90 7.88
Fund with Sales Charge (%) (POP) 11.17 3.83 5.91 12.90 7.88
S&P US Property Index (%) 13.91 5.85 7.46 14.78 10.49
Quarter EndAs of 03/31/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 05/01/1995
Fund without Sales Charge (%) (NAV) 16.77 3.37 7.06 15.85 7.93
Fund with Sales Charge (%) (POP) 15.77 3.37 7.06 15.85 7.93
S&P US Property Index (%) 20.89 5.85 8.74 18.28 10.58

Calendar Year Returns

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund without Sales Charge (%) (NAV) -7.12 3.14 3.97 3.09 29.10 1.42 15.00 8.35 25.84 16.34
Fund with Sales Charge (%) (POP) -8.00 2.21 2.97 2.09 28.10 0.42 14.00 7.35 24.84 15.34
S&P US Property Index (%) -3.92 4.35 8.44 2.36 29.60 2.84 18.36 7.92 27.93 28.59

Cumulative Total Returns [further-information] As of 03/31/2019

Month EndAs of 05/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 05/01/1995
Fund without Sales Charge (%) (NAV) 16.33 12.17 11.94 33.23 236.33 521.85
Fund with Sales Charge (%) (POP) 15.33 11.17 11.94 33.23 236.33 521.85
S&P US Property Index (%) 15.38 13.91 18.57 43.27 296.78 1,005.07
Quarter EndAs of 03/31/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 05/01/1995
Fund without Sales Charge (%) (NAV) 16.16 16.77 10.45 40.62 335.65 520.95
Fund with Sales Charge (%) (POP) 15.16 15.77 10.45 40.62 335.65 520.95
S&P US Property Index (%) 15.78 20.89 18.57 52.03 435.96 1,008.87

After-Tax Average Annual Total Returns [further-information] As of 03/31/2019

Month EndAs of 05/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 10.64 2.02 4.63 12.10
Fund without Sales Charge (%) (NAV) After Shares Sold 7.64 2.52 4.25 10.55
Fund with Sales Charge (%) (POP) Before Shares Sold 9.64 2.02 4.63 12.10
Fund with Sales Charge (%) (POP) After Shares Sold 7.05 2.52 4.25 10.55
Quarter EndAs of 03/31/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 15.17 1.56 5.77 15.04
Fund without Sales Charge (%) (NAV) After Shares Sold 10.39 2.16 5.17 13.22
Fund with Sales Charge (%) (POP) Before Shares Sold 14.17 1.56 5.77 15.04
Fund with Sales Charge (%) (POP) After Shares Sold 9.79 2.16 5.17 13.22

SALES CHARGE, EXPENSES & FEES As of 09/01/2018 (updated annually)

Gross Expense Ratio 1.80%
Net Expense Ratio [further-information] 1.80%
Max Initial Sales Charge 0.00%
CDSC 1.00%

Volatility Measures [further-information] As of 05/31/2019 Updated Monthly, based on a 3-year period

Beta 0.97
Alpha -1.80
Sharpe Ratio 0.19
R-Squared 0.99
Standard Deviation 13.34

Benchmarks

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

  • S&P US Property Index

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