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Franklin Equity Income Fund (FEIFX) Sharpe Ratio: 2.62

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

The fund aims to maximize total return through high current income and long-term capital appreciation while managing reasonable risk, investing at least 80% of its net assets in equity securities of financially-strong "blue chip" companies.

FEIFX's Sharpe Ratio of 2.62 indicates that for each unit of volatility, it generates 2.62 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 3, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

FEIFX Sharpe Ratio Rank

FEIFX Sharpe Ratio Rank: 80.881
Exceptional

FEIFX ranks above 80.8% of all investments in our database based on Sharpe Ratio over the past 12 months, demonstrating exceptional risk-adjusted returns. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Suitable as a core holding given strong risk-adjusted returns
  • Monitor rank changes to detect deteriorating return-to-volatility profile
  • Exceptional Sharpe ratio supports larger position sizes
  • Compare with category peers to assess whether strength is investment-specific or category-wide

FEIFX Sharpe Ratio Market Positioning

The chart shows FEIFX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.42 or lower
  • Yellow zone (middle 50%): 1.42 to 2.51
  • Green zone (top 25%): 2.51 or higher
  • Top 1%: 4.65+
  • Median: 2.09 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Franklin Equity Income Fund's Sharpe Ratio with other mutual funds in the Large Cap Value Equities category across multiple time periods, showing how FEIFX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
FGIPXNomura Growth and Income Fund Institutional Class3.95
FGINXDelaware Growth and Income Fund3.93
VALAXAl Frank Fund3.85
FSWCXFidelity SAI U.S. Value Index Fund3.65
SABTXSA U.S. Value Fund3.57
PKAIXPIMCO RAE US Fund3.45
NPRTXNeuberger Berman Large Cap Value Fund3.38
NEIMXNeiman Large Cap Value Fund3.36
AVLVXAvantis U.S. Large Cap Value Fund Institutional Class3.34
PXTIXPIMCO RAE PLUS Fund3.33
FEIFXFranklin Equity Income Fund2.62

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows FEIFX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FEIFX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does FEIFX fit in your portfolio?

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