PortfoliosLab logoPortfoliosLab logo
FKRCX vs. FRIAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FKRCX vs. FRIAX - Performance Comparison

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

Loading graphics...

FKRCX vs. FRIAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FKRCX
Franklin Gold and Precious Metals Fund
5.72%196.59%17.64%2.03%-23.47%-4.03%44.30%51.48%-18.11%-0.12%
FRIAX
Franklin Income Fund Advisor Class
3.03%12.02%7.29%8.84%-5.36%17.51%3.72%16.02%-5.23%8.63%

Returns By Period

In the year-to-date period, FKRCX achieves a 5.72% return, which is significantly higher than FRIAX's 3.03% return. Over the past 10 years, FKRCX has outperformed FRIAX with an annualized return of 18.12%, while FRIAX has yielded a comparatively lower 7.81% annualized return.


FKRCX

1D
8.11%
1M
-21.42%
YTD
5.72%
6M
29.26%
1Y
121.53%
3Y*
51.10%
5Y*
24.45%
10Y*
18.12%

FRIAX

1D
0.80%
1M
-1.57%
YTD
3.03%
6M
5.15%
1Y
12.76%
3Y*
9.45%
5Y*
6.79%
10Y*
7.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FKRCX vs. FRIAX - Expense Ratio Comparison

FKRCX has a 0.88% expense ratio, which is higher than FRIAX's 0.46% expense ratio.


Return for Risk

FKRCX vs. FRIAX — Risk / Return Rank

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

FKRCX
FKRCX Risk / Return Rank: 9595
Overall Rank
FKRCX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
FKRCX Sortino Ratio Rank: 9494
Sortino Ratio Rank
FKRCX Omega Ratio Rank: 9191
Omega Ratio Rank
FKRCX Calmar Ratio Rank: 9797
Calmar Ratio Rank
FKRCX Martin Ratio Rank: 9696
Martin Ratio Rank

FRIAX
FRIAX Risk / Return Rank: 8787
Overall Rank
FRIAX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
FRIAX Sortino Ratio Rank: 8888
Sortino Ratio Rank
FRIAX Omega Ratio Rank: 9090
Omega Ratio Rank
FRIAX Calmar Ratio Rank: 8282
Calmar Ratio Rank
FRIAX Martin Ratio Rank: 9090
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.

FKRCX vs. FRIAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Gold and Precious Metals Fund (FKRCX) and Franklin Income Fund Advisor Class (FRIAX). 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.


FKRCXFRIAXDifference

Sharpe ratio

Return per unit of total volatility

2.85

1.70

+1.15

Sortino ratio

Return per unit of downside risk

3.01

2.46

+0.55

Omega ratio

Gain probability vs. loss probability

1.43

1.41

+0.02

Calmar ratio

Return relative to maximum drawdown

3.93

2.08

+1.85

Martin ratio

Return relative to average drawdown

14.65

10.22

+4.44

FKRCX vs. FRIAX - Sharpe Ratio Comparison

The current FKRCX Sharpe Ratio is 2.85, which is higher than the FRIAX Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of FKRCX and FRIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FKRCXFRIAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.85

1.70

+1.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.85

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.84

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.80

-0.61

Correlation

The correlation between FKRCX and FRIAX is 0.30, 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

FKRCX vs. FRIAX - Dividend Comparison

FKRCX's dividend yield for the trailing twelve months is around 10.16%, more than FRIAX's 5.26% yield.


TTM20252024202320222021202020192018201720162015
FKRCX
Franklin Gold and Precious Metals Fund
10.16%10.75%13.44%3.12%0.00%9.37%10.55%0.00%0.00%0.37%8.73%0.00%
FRIAX
Franklin Income Fund Advisor Class
5.26%5.75%5.74%5.67%5.24%6.70%5.37%5.25%5.80%5.20%4.92%5.93%

Drawdowns

FKRCX vs. FRIAX - Drawdown Comparison

The maximum FKRCX drawdown since its inception was -78.85%, which is greater than FRIAX's maximum drawdown of -43.23%. Use the drawdown chart below to compare losses from any high point for FKRCX and FRIAX.


Loading graphics...

Drawdown Indicators


FKRCXFRIAXDifference

Max Drawdown

Largest peak-to-trough decline

-78.85%

-43.23%

-35.62%

Max Drawdown (1Y)

Largest decline over 1 year

-31.15%

-6.38%

-24.77%

Max Drawdown (5Y)

Largest decline over 5 years

-48.79%

-13.63%

-35.16%

Max Drawdown (10Y)

Largest decline over 10 years

-49.54%

-24.10%

-25.44%

Current Drawdown

Current decline from peak

-21.42%

-1.89%

-19.53%

Average Drawdown

Average peak-to-trough decline

-33.79%

-3.94%

-29.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.36%

1.30%

+7.06%

Volatility

FKRCX vs. FRIAX - Volatility Comparison

Franklin Gold and Precious Metals Fund (FKRCX) has a higher volatility of 18.27% compared to Franklin Income Fund Advisor Class (FRIAX) at 2.29%. This indicates that FKRCX's price experiences larger fluctuations and is considered to be riskier than FRIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FKRCXFRIAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.27%

2.29%

+15.98%

Volatility (6M)

Calculated over the trailing 6-month period

35.19%

3.90%

+31.29%

Volatility (1Y)

Calculated over the trailing 1-year period

43.05%

7.57%

+35.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.27%

8.04%

+25.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.90%

9.34%

+23.56%