Franklin Real Estate Securities 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 01/03/1994
Fund without Sales Charge (%) (NAV) 18.57 6.58 7.57 16.95 8.83
Fund with Sales Charge (%) (POP) 18.57 6.58 7.57 16.95 8.83
S&P US Property Index (%) 21.73 8.30 8.19 18.32 9.80
Quarter EndAs of 12/31/2018 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 01/03/1994
Fund without Sales Charge (%) (NAV) -6.19 0.88 6.87 10.49 8.38
Fund with Sales Charge (%) (POP) -6.19 0.88 6.87 10.49 8.38
S&P US Property Index (%) -3.92 2.83 7.60 12.04 9.36

Calendar Year Returns

2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund without Sales Charge (%) (NAV) -6.19 4.17 5.06 4.10 30.45 2.41 16.17 9.50 27.13 17.46
Fund with Sales Charge (%) (POP) -6.19 4.17 5.06 4.10 30.45 2.41 16.17 9.50 27.13 17.46
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 12/31/2018

Month EndAs of 02/28/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 01/03/1994
Fund without Sales Charge (%) (NAV) 12.63 18.57 21.07 44.04 378.59 741.06
Fund with Sales Charge (%) (POP) 12.63 18.57 21.07 44.04 378.59 741.06
S&P US Property Index (%) 12.26 21.73 27.01 48.21 437.84 950.36
Quarter EndAs of 12/31/2018 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 01/03/1994
Fund without Sales Charge (%) (NAV) -6.19 -6.19 2.68 39.43 171.28 646.77
Fund with Sales Charge (%) (POP) -6.19 -6.19 2.68 39.43 171.28 646.77
S&P US Property Index (%) -3.92 -3.92 8.72 44.22 211.65 835.64

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 16.63 4.41 5.94 15.77
Fund without Sales Charge (%) (NAV) After Shares Sold 11.46 4.50 5.41 14.01
Fund with Sales Charge (%) (POP) Before Shares Sold 16.63 4.41 5.94 15.77
Fund with Sales Charge (%) (POP) After Shares Sold 11.46 4.50 5.41 14.01
Quarter EndAs of 12/31/2018 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold -7.75 -1.18 5.24 9.38
Fund without Sales Charge (%) (NAV) After Shares Sold -3.16 0.25 4.95 8.29
Fund with Sales Charge (%) (POP) Before Shares Sold -7.75 -1.18 5.24 9.38
Fund with Sales Charge (%) (POP) After Shares Sold -3.16 0.25 4.95 8.29

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

Gross Expense Ratio 0.80%
Net Expense Ratio [further-information] 0.80%
Max Initial Sales Charge 0.00%
CDSC

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

Beta 0.98
Alpha -1.44
Sharpe Ratio 0.37
R-Squared 0.99
Standard Deviation 14.52

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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