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FKRCX vs. GC=F
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

FKRCX vs. GC=F

Last updated May 11, 2025

Compare and contrast key facts about Franklin Gold and Precious Metals Fund (FKRCX) and Gold (GC=F).

FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FKRCX or GC=F.

Correlation

The correlation between FKRCX and GC=F is 0.02, 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.

Performance

FKRCX vs. GC=F - Performance Comparison

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

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Key characteristics

Sharpe Ratio

FKRCX:

1.86

GC=F:

2.27

Sortino Ratio

FKRCX:

2.57

GC=F:

3.16

Omega Ratio

FKRCX:

1.33

GC=F:

1.44

Calmar Ratio

FKRCX:

1.23

GC=F:

5.46

Martin Ratio

FKRCX:

7.18

GC=F:

15.41

Ulcer Index

FKRCX:

8.70%

GC=F:

2.83%

Daily Std Dev

FKRCX:

31.99%

GC=F:

17.42%

Max Drawdown

FKRCX:

-80.23%

GC=F:

-44.36%

Current Drawdown

FKRCX:

-18.39%

GC=F:

-2.23%

Returns By Period

In the year-to-date period, FKRCX achieves a 54.46% return, which is significantly higher than GC=F's 26.86% return. Over the past 10 years, FKRCX has outperformed GC=F with an annualized return of 10.25%, while GC=F has yielded a comparatively lower 9.30% annualized return.

FKRCX

YTD

54.46%

1M

9.53%

6M

36.78%

1Y

58.33%

5Y*

14.08%

10Y*

10.25%

GC=F

YTD

26.86%

1M

5.71%

6M

24.11%

1Y

40.89%

5Y*

12.76%

10Y*

9.30%

*Annualized

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Risk-Adjusted Performance

FKRCX vs. GC=F — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FKRCX
The Risk-Adjusted Performance Rank of FKRCX is 9090
Overall Rank
The Sharpe Ratio Rank of FKRCX is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of FKRCX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of FKRCX is 9090
Omega Ratio Rank
The Calmar Ratio Rank of FKRCX is 8888
Calmar Ratio Rank
The Martin Ratio Rank of FKRCX is 9191
Martin Ratio Rank
GC=F
The Risk-Adjusted Performance Rank of GC=F is 100100
Overall Rank
The Sharpe Ratio Rank of GC=F is 100100
Sharpe Ratio Rank
The Sortino Ratio Rank of GC=F is 100100
Sortino Ratio Rank
The Omega Ratio Rank of GC=F is 100100
Omega Ratio Rank
The Calmar Ratio Rank of GC=F is 100100
Calmar Ratio Rank
The Martin Ratio Rank of GC=F is 100100
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FKRCX vs. GC=F - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Gold and Precious Metals Fund (FKRCX) and Gold (GC=F). 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.

The current FKRCX Sharpe Ratio is 1.86, which is comparable to the GC=F Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of FKRCX and GC=F, 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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Drawdowns

FKRCX vs. GC=F - Drawdown Comparison

The maximum FKRCX drawdown since its inception was -80.23%, which is greater than GC=F's maximum drawdown of -44.36%. Use the drawdown chart below to compare losses from any high point for FKRCX and GC=F. For additional features, visit the drawdowns tool.

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Volatility

FKRCX vs. GC=F - Volatility Comparison

Franklin Gold and Precious Metals Fund (FKRCX) has a higher volatility of 12.95% compared to Gold (GC=F) at 9.44%. This indicates that FKRCX's price experiences larger fluctuations and is considered to be riskier than GC=F based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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