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FKINX vs. FKRCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FKINX vs. FKRCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Income Fund Class A1 (FKINX) and Franklin Gold and Precious Metals Fund (FKRCX). The values are adjusted to include any dividend payments, if applicable.

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FKINX vs. FKRCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FKINX
Franklin Income Fund Class A1
2.15%12.24%7.12%8.65%-5.29%17.21%3.57%15.75%-5.54%8.43%
FKRCX
Franklin Gold and Precious Metals Fund
9.90%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, FKINX achieves a 2.15% return, which is significantly lower than FKRCX's 9.90% return. Over the past 10 years, FKINX has underperformed FKRCX with an annualized return of 7.57%, while FKRCX has yielded a comparatively higher 18.58% annualized return.


FKINX

1D
-0.79%
1M
-1.95%
YTD
2.15%
6M
4.63%
1Y
11.60%
3Y*
9.10%
5Y*
6.56%
10Y*
7.57%

FKRCX

1D
3.96%
1M
-12.51%
YTD
9.90%
6M
34.43%
1Y
132.20%
3Y*
53.07%
5Y*
25.42%
10Y*
18.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FKINX vs. FKRCX - Expense Ratio Comparison

FKINX has a 0.62% expense ratio, which is lower than FKRCX's 0.88% expense ratio.


Return for Risk

FKINX vs. FKRCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FKINX
FKINX Risk / Return Rank: 7575
Overall Rank
FKINX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
FKINX Sortino Ratio Rank: 7777
Sortino Ratio Rank
FKINX Omega Ratio Rank: 8181
Omega Ratio Rank
FKINX Calmar Ratio Rank: 6464
Calmar Ratio Rank
FKINX Martin Ratio Rank: 7575
Martin Ratio Rank

FKRCX
FKRCX Risk / Return Rank: 9696
Overall Rank
FKRCX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
FKRCX Sortino Ratio Rank: 9494
Sortino Ratio Rank
FKRCX Omega Ratio Rank: 9292
Omega Ratio Rank
FKRCX Calmar Ratio Rank: 9797
Calmar Ratio Rank
FKRCX Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FKINX vs. FKRCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A1 (FKINX) 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.


FKINXFKRCXDifference

Sharpe ratio

Return per unit of total volatility

1.53

3.03

-1.50

Sortino ratio

Return per unit of downside risk

2.16

3.14

-0.98

Omega ratio

Gain probability vs. loss probability

1.34

1.45

-0.10

Calmar ratio

Return relative to maximum drawdown

1.80

4.19

-2.39

Martin ratio

Return relative to average drawdown

8.54

15.49

-6.95

FKINX vs. FKRCX - Sharpe Ratio Comparison

The current FKINX Sharpe Ratio is 1.53, which is lower than the FKRCX Sharpe Ratio of 3.03. The chart below compares the historical Sharpe Ratios of FKINX and FKRCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FKINXFKRCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.53

3.03

-1.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

0.77

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

0.57

+0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.90

0.19

+0.71

Correlation

The correlation between FKINX and FKRCX is 0.28, 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

FKINX vs. FKRCX - Dividend Comparison

FKINX's dividend yield for the trailing twelve months is around 5.14%, less than FKRCX's 9.78% yield.


TTM20252024202320222021202020192018201720162015
FKINX
Franklin Income Fund Class A1
5.14%5.58%5.59%5.52%5.22%6.52%5.22%5.11%5.34%5.04%5.19%5.71%
FKRCX
Franklin Gold and Precious Metals Fund
9.78%10.75%13.44%3.12%0.00%9.37%10.55%0.00%0.00%0.37%8.73%0.00%

Drawdowns

FKINX vs. FKRCX - Drawdown Comparison

The maximum FKINX drawdown since its inception was -43.18%, smaller than the maximum FKRCX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for FKINX and FKRCX.


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Drawdown Indicators


FKINXFKRCXDifference

Max Drawdown

Largest peak-to-trough decline

-43.18%

-78.85%

+35.67%

Max Drawdown (1Y)

Largest decline over 1 year

-4.72%

-31.15%

+26.43%

Max Drawdown (5Y)

Largest decline over 5 years

-13.20%

-48.79%

+35.59%

Max Drawdown (10Y)

Largest decline over 10 years

-23.91%

-49.54%

+25.63%

Current Drawdown

Current decline from peak

-2.65%

-18.32%

+15.67%

Average Drawdown

Average peak-to-trough decline

-3.73%

-33.79%

+30.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.42%

8.44%

-7.02%

Volatility

FKINX vs. FKRCX - Volatility Comparison

The current volatility for Franklin Income Fund Class A1 (FKINX) is 2.29%, while Franklin Gold and Precious Metals Fund (FKRCX) has a volatility of 17.89%. This indicates that FKINX 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


FKINXFKRCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.29%

17.89%

-15.60%

Volatility (6M)

Calculated over the trailing 6-month period

4.23%

35.38%

-31.15%

Volatility (1Y)

Calculated over the trailing 1-year period

7.92%

43.20%

-35.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.96%

33.28%

-25.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.31%

32.92%

-23.61%