FCAZX vs. FKRCX
Compare and contrast key facts about Franklin Corefolio Allocation Fund (FCAZX) and Franklin Gold and Precious Metals Fund (FKRCX).
FCAZX is managed by Franklin Templeton. It was launched on Aug 14, 2003. FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969.
Performance
FCAZX vs. FKRCX - Performance Comparison
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FCAZX vs. FKRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCAZX Franklin Corefolio Allocation Fund | -8.24% | 14.61% | 16.27% | 25.65% | -20.52% | 16.05% | 18.51% | 26.08% | -6.87% | 19.10% |
FKRCX Franklin Gold and Precious Metals Fund | -2.21% | 196.59% | 17.64% | 2.03% | -23.47% | -4.03% | 44.30% | 51.48% | -18.11% | -0.12% |
Returns By Period
In the year-to-date period, FCAZX achieves a -8.24% return, which is significantly lower than FKRCX's -2.21% return. Over the past 10 years, FCAZX has underperformed FKRCX with an annualized return of 9.79%, while FKRCX has yielded a comparatively higher 17.20% annualized return.
FCAZX
- 1D
- -0.35%
- 1M
- -9.48%
- YTD
- -8.24%
- 6M
- -6.62%
- 1Y
- 8.58%
- 3Y*
- 12.61%
- 5Y*
- 6.48%
- 10Y*
- 9.79%
FKRCX
- 1D
- -0.11%
- 1M
- -26.98%
- YTD
- -2.21%
- 6M
- 20.89%
- 1Y
- 105.24%
- 3Y*
- 47.22%
- 5Y*
- 23.35%
- 10Y*
- 17.20%
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FCAZX vs. FKRCX - Expense Ratio Comparison
FCAZX has a 0.16% expense ratio, which is lower than FKRCX's 0.88% expense ratio.
Return for Risk
FCAZX vs. FKRCX — Risk / Return Rank
FCAZX
FKRCX
FCAZX vs. FKRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Corefolio Allocation Fund (FCAZX) and Franklin Gold and Precious Metals Fund (FKRCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FCAZX | FKRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 2.51 | -2.00 |
Sortino ratioReturn per unit of downside risk | 0.85 | 2.75 | -1.89 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.39 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 3.41 | -2.85 |
Martin ratioReturn relative to average drawdown | 2.29 | 12.86 | -10.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCAZX | FKRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 2.51 | -2.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.71 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.53 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.19 | +0.39 |
Correlation
The correlation between FCAZX and FKRCX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FCAZX vs. FKRCX - Dividend Comparison
FCAZX's dividend yield for the trailing twelve months is around 8.19%, less than FKRCX's 10.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCAZX Franklin Corefolio Allocation Fund | 8.19% | 7.51% | 7.25% | 4.44% | 8.39% | 3.94% | 7.30% | 8.49% | 6.14% | 3.09% | 4.63% | 5.17% |
FKRCX Franklin Gold and Precious Metals Fund | 10.99% | 10.75% | 13.44% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.37% | 8.73% | 0.00% |
Drawdowns
FCAZX vs. FKRCX - Drawdown Comparison
The maximum FCAZX drawdown since its inception was -32.73%, smaller than the maximum FKRCX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for FCAZX and FKRCX.
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Drawdown Indicators
| FCAZX | FKRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.73% | -78.85% | +46.12% |
Max Drawdown (1Y)Largest decline over 1 year | -11.85% | -31.15% | +19.30% |
Max Drawdown (5Y)Largest decline over 5 years | -29.53% | -48.79% | +19.26% |
Max Drawdown (10Y)Largest decline over 10 years | -32.73% | -49.54% | +16.81% |
Current DrawdownCurrent decline from peak | -10.98% | -27.32% | +16.34% |
Average DrawdownAverage peak-to-trough decline | -5.18% | -33.79% | +28.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 8.25% | -5.38% |
Volatility
FCAZX vs. FKRCX - Volatility Comparison
The current volatility for Franklin Corefolio Allocation Fund (FCAZX) is 4.90%, while Franklin Gold and Precious Metals Fund (FKRCX) has a volatility of 15.80%. This indicates that FCAZX experiences smaller price fluctuations and is considered to be less risky than FKRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCAZX | FKRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 15.80% | -10.90% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 34.39% | -24.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.21% | 42.42% | -25.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 33.08% | -16.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 32.80% | -16.02% |