Franklin Real Estate Securities Fund

Average Annual Total Returns [further-information] As of 06/30/2019

Month EndAs of 06/30/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 01/03/1994
Fund without Sales Charge (%) (NAV) 10.52 2.74 6.99 14.50 8.91
Fund with Sales Charge (%) (POP) 10.52 2.74 6.99 14.50 8.91
S&P US Property Index (%) 10.64 3.95 7.46 15.28 9.84
Quarter EndAs of 06/30/2019 1 Yr 3 Yr 5 Yr 10 Yr Since Inception Inception 01/03/1994
Fund without Sales Charge (%) (NAV) 10.52 2.74 6.99 14.50 8.91
Fund with Sales Charge (%) (POP) 10.52 2.74 6.99 14.50 8.91
S&P US Property Index (%) 10.64 3.95 7.46 15.28 9.84

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 06/30/2019

Month EndAs of 06/30/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 01/03/1994
Fund without Sales Charge (%) (NAV) 18.01 10.52 8.45 40.21 287.35 781.30
Fund with Sales Charge (%) (POP) 18.01 10.52 8.45 40.21 287.35 781.30
S&P US Property Index (%) 16.83 10.64 12.31 43.32 314.35 993.14
Quarter EndAs of 06/30/2019 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception since 01/03/1994
Fund without Sales Charge (%) (NAV) 18.01 10.52 8.45 40.21 287.35 781.30
Fund with Sales Charge (%) (POP) 18.01 10.52 8.45 40.21 287.35 781.30
S&P US Property Index (%) 16.83 10.64 12.31 43.32 314.35 993.14

After-Tax Average Annual Total Returns [further-information] As of 06/30/2019

Month EndAs of 06/30/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 8.72 0.82 5.42 13.37
Fund without Sales Charge (%) (NAV) After Shares Sold 6.60 1.59 4.94 11.77
Fund with Sales Charge (%) (POP) Before Shares Sold 8.72 0.82 5.42 13.37
Fund with Sales Charge (%) (POP) After Shares Sold 6.60 1.59 4.94 11.77
Quarter EndAs of 06/30/2019 1 YR 3 YR 5 YR 10 YR
Fund without Sales Charge (%) (NAV) Before Shares Sold 8.72 0.82 5.42 13.37
Fund without Sales Charge (%) (NAV) After Shares Sold 6.60 1.59 4.94 11.77
Fund with Sales Charge (%) (POP) Before Shares Sold 8.72 0.82 5.42 13.37
Fund with Sales Charge (%) (POP) After Shares Sold 6.60 1.59 4.94 11.77

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 06/30/2019 Updated Monthly, based on a 3-year period

Beta 0.96
Alpha -1.09
Sharpe Ratio 0.11
R-Squared 0.99
Standard Deviation 12.74

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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