TML5740 Performance & Returns | Franklin U.S. Core Equity O

Franklin U.S. Core Equity O (TML5740)

12.13

+0.27 (+2.24%) CAD | Jun 24 2022

Cumulative Total Returns Versus Peers

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

15Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of June 24, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

YTD

Franklin U.S. Core Equity O

16.75%

30.24%

-15.20%

S&P/TSX 60 Index Total Return

8.07%

13.26%

12.27%

-7.76%

21.36%

9.78%

-7.58%

21.93%

5.56%

28.04%

-8.78%

BMO U.S. Equity Series I

18.67%

7.49%

17.16%

-0.77%

18.85%

11.39%

29.99%

HSBC U.S. Equity Idx Institutional

-15.92%

Russell US Equity Pool Sr O

15.01%

40.47%

20.58%

21.78%

7.19%

12.58%

0.30%

21.31%

18.93%

21.86%

-17.67%

United US Equity Value Pool Class I

10.74%

43.36%

21.77%

5.51%

9.78%

16.31%

-4.91%

27.76%

7.59%

28.47%

-14.52%

As of June 24, 2022.

Periodic Total Returns Versus Peers

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Name

10Y

15Y

20Y

Franklin U.S. Core Equity O

-1.17%

-9.94%

-15.34%

-1.88%

11.92%

11.12%

S&P/TSX 60 Index Total Return

-5.47%

-11.99%

-8.77%

-1.60%

8.80%

8.50%

9.18%

5.55%

8.38%

7.61%

BMO U.S. Equity Series I

HSBC U.S. Equity Idx Institutional

-0.02%

-10.67%

-16.16%

-3.13%

-2.00%

Russell US Equity Pool Sr O

1.02%

-10.81%

-17.98%

-9.33%

8.40%

8.86%

14.46%

13.22%

United US Equity Value Pool Class I

-0.34%

-10.91%

-15.04%

-6.17%

8.83%

8.87%

13.39%

10.80%

As of June 24, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

View Upside/Downside Capture Ratio. Upgrade now.

Name

10Y

15Y

Upside

Downside

Capture Ratio

As of May 31, 2022