Franklin Low Duration Total Return Fund

Average Annual Total Returns [further-information] As of 12/31/2018

Month EndAs of 02/28/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 11/17/2004
Fund without Sales Charge (%) (NAV) 2.71 2.43 1.47 2.71 2.91
Fund with Sales Charge (%) (POP) 2.71 2.43 1.47 2.71 2.91
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 2.52 1.22 1.07 1.57 2.35
Quarter EndAs of 12/31/2018 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 11/17/2004
Fund without Sales Charge (%) (NAV) 0.85 1.73 1.23 2.62 2.83
Fund with Sales Charge (%) (POP) 0.85 1.73 1.23 2.62 2.83
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 1.60 1.24 1.03 1.52 2.33

Calendar Year Returns

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund without Sales Charge (%) (NAV) 0.85 1.52 2.83 -0.29 1.24 1.44 4.39 0.82 5.15 8.59
Fund with Sales Charge (%) (POP) 0.85 1.52 2.83 -0.29 1.24 1.44 4.39 0.82 5.15 8.59
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 1.60 0.84 1.28 0.65 0.77 0.65 1.26 1.59 2.80 3.83

Cumulative Total Returns [further-information] As of 12/31/2018

Month EndAs of 02/28/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 11/17/2004
Fund without Sales Charge (%) (NAV) 1.59 2.71 7.48 7.58 30.64 50.71
Fund with Sales Charge (%) (POP) 1.59 2.71 7.48 7.58 30.64 50.71
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 0.55 2.52 3.70 5.48 16.83 39.25
Quarter EndAs of 12/31/2018 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 11/17/2004
Fund without Sales Charge (%) (NAV) 0.85 0.85 5.29 6.28 29.56 48.35
Fund with Sales Charge (%) (POP) 0.85 0.85 5.29 6.28 29.56 48.35
Bloomberg Barclays US Government & Credit (1-3 Year) Index (%) 1.60 1.60 3.77 5.25 16.31 38.49

After-Tax Average Annual Total Returns [further-information] As of 12/31/2018

Month EndAs of 02/28/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 1.34 1.37 0.44 1.62
Fund without Sales Charge (%) (NAV) After Shares Sold 1.59 1.39 0.66 1.64
Fund with Sales Charge (%) (POP) Before Shares Sold 1.34 1.37 0.44 1.62
Fund with Sales Charge (%) (POP) After Shares Sold 1.59 1.39 0.66 1.64
Quarter EndAs of 12/31/2018 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -0.46 0.72 0.21 1.54
Fund without Sales Charge (%) (NAV) After Shares Sold 0.50 0.88 0.48 1.59
Fund with Sales Charge (%) (POP) Before Shares Sold -0.46 0.72 0.21 1.54
Fund with Sales Charge (%) (POP) After Shares Sold 0.50 0.88 0.48 1.59

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

Gross Expense Ratio 0.72%
Net Expense Ratio [further-information] 0.47%
Max Initial Sales Charge 0.00%
CDSC

Volatility Measures [further-information] As of 02/28/2019 Updated Monthly, based on a 3-year period

Sharpe Ratio 1.32
Standard Deviation 0.98

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

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