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Franklin Managed Income Fund (FBFZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.36-0.07 (-0.56%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.15%
5-year average return5.83%
Number of years up13
Number of years down4
Best 1-yr total return (27 June 2024)38.02%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return38.02%
Worst 3-yr total return4.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFBFZXCategory
YTD1.98%9.69%
1-month2.55%0.91%
3-month2.63%5.21%
1-year8.93%27.06%
3-year2.48%11.00%
5-year6.49%10.26%
10-year5.81%8.34%
Last bull market13.53%15.58%
Last bear market-9.07%-12.16%

Annual total return (%) history

Year
FBFZXCategory
2024
N/AN/A
2023
7.89%N/A
2022
-6.94%N/A
2021
15.46%N/A
2020
5.62%11.72%
2019
18.31%19.23%
2018
-2.99%-5.76%
2017
9.85%13.21%
2016
12.22%7.34%
2015
-2.57%-1.93%
2014
7.79%6.21%
2013
13.41%16.48%
2012
12.99%11.72%
2011
3.54%-0.11%
2010
15.35%11.83%
2009
38.02%24.13%
2008
-32.64%-28.00%
2007
4.56%5.99%
2006
N/A11.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.88%N/AN/AN/A
20232.45%0.47%-3.27%8.36%
2022-1.11%-9.07%-4.84%8.76%
20215.75%3.74%0.11%5.13%
2020-13.34%9.80%2.17%8.64%
20198.24%2.98%2.20%3.86%
2018-2.14%1.39%1.97%-4.12%
20172.68%0.48%3.57%2.80%
20163.09%2.99%2.92%2.70%
20151.27%-1.81%-5.18%3.33%
20142.54%4.92%-1.17%1.38%
20134.99%-1.21%3.59%5.55%
20126.97%-0.97%4.86%1.71%
20113.21%1.07%-9.24%9.36%
20103.67%-6.06%10.65%7.05%
2009-3.43%18.89%14.54%4.95%
2008-4.74%-0.56%-15.77%-15.58%
20072.15%4.17%1.83%-3.51%
20064.82%N/AN/AN/A

Rank in category (by total return)

YTD95
1-month82
3-month37
1-year96
3-year50
5-year78

Load adjusted returns

1-year8.93%
3-year2.48%
5-year6.49%
10-year5.81%