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Franklin Quotential Bal Income Port O (0P0000NFWO.TO)

Toronto - Toronto Delayed price. Currency in CAD
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11.08+0.01 (+0.11%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.80%
5-year average return4.84%
Number of years up18
Number of years down3
Best 1-yr total return (8 May 2024)23.41%
Worst 1-yr total return (8 May 2024)N/A
Best 3-yr total return23.41%
Worst 3-yr total return1.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000NFWO.TOCategory
YTD1.80%0.00%
1-month-2.04%0.00%
3-month1.58%0.00%
1-year6.61%0.00%
3-year2.50%0.00%
5-year4.28%0.00%
10-year5.03%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000NFWO.TOCategory
2024
N/AN/A
2023
10.56%N/A
2022
-10.30%N/A
2021
7.55%N/A
2020
9.90%N/A
2019
11.34%N/A
2018
-1.90%N/A
2017
7.00%N/A
2016
4.18%N/A
2015
6.92%N/A
2014
9.13%N/A
2013
12.40%N/A
2012
8.08%N/A
2011
0.68%N/A
2010
10.96%N/A
2009
23.41%N/A
2008
-16.81%N/A
2007
4.94%N/A
2006
9.79%N/A
2005
10.53%N/A
2004
10.95%N/A
2003
12.66%N/A
2002
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.92%N/AN/AN/A
20234.30%0.81%-2.64%8.00%
2022-5.34%-7.97%-0.11%3.08%
2021-0.36%3.93%0.44%3.41%
2020-6.89%9.99%3.10%4.08%
20196.09%2.16%1.15%1.56%
20180.10%1.21%0.15%-3.32%
20172.73%0.82%0.30%2.99%
2016-1.92%1.74%3.85%0.53%
20157.87%-1.08%-3.09%3.40%
20143.48%1.85%1.60%1.91%
20133.47%-0.24%3.00%5.73%
20123.83%-1.91%3.11%2.92%
20111.57%0.51%-3.20%1.88%
20102.43%-0.97%6.47%2.75%
2009-0.17%11.25%8.09%2.81%
2008-0.84%0.28%-8.17%-8.90%
20072.04%-0.13%-0.13%3.12%
20063.09%-2.43%4.10%4.85%
20051.61%4.13%2.90%1.53%
20044.63%-0.68%1.03%5.68%
2003-3.39%7.01%3.28%5.51%
2002-1.21%2.70%N/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year6.61%
3-year2.50%
5-year4.28%
10-year5.03%