FRNRX vs. ^SP500TR
Compare and contrast key facts about Franklin Natural Resources Fund (FRNRX) and S&P 500 Total Return (^SP500TR).
FRNRX is managed by Franklin Templeton Investments. It was launched on Jun 4, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRNRX or ^SP500TR.
Correlation
The correlation between FRNRX and ^SP500TR is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FRNRX vs. ^SP500TR - Performance Comparison
Key characteristics
FRNRX:
0.71
^SP500TR:
1.87
FRNRX:
1.01
^SP500TR:
2.52
FRNRX:
1.13
^SP500TR:
1.34
FRNRX:
0.34
^SP500TR:
2.82
FRNRX:
2.23
^SP500TR:
11.69
FRNRX:
5.11%
^SP500TR:
2.04%
FRNRX:
16.12%
^SP500TR:
12.77%
FRNRX:
-81.41%
^SP500TR:
-55.25%
FRNRX:
-25.50%
^SP500TR:
0.00%
Returns By Period
In the year-to-date period, FRNRX achieves a 6.67% return, which is significantly higher than ^SP500TR's 4.64% return. Over the past 10 years, FRNRX has underperformed ^SP500TR with an annualized return of 2.04%, while ^SP500TR has yielded a comparatively higher 13.33% annualized return.
FRNRX
6.67%
-1.27%
1.98%
11.95%
11.79%
2.04%
^SP500TR
4.64%
2.57%
10.02%
25.16%
14.82%
13.33%
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Risk-Adjusted Performance
FRNRX vs. ^SP500TR — Risk-Adjusted Performance Rank
FRNRX
^SP500TR
FRNRX vs. ^SP500TR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Natural Resources Fund (FRNRX) and S&P 500 Total Return (^SP500TR). 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.
Drawdowns
FRNRX vs. ^SP500TR - Drawdown Comparison
The maximum FRNRX drawdown since its inception was -81.41%, which is greater than ^SP500TR's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FRNRX and ^SP500TR. For additional features, visit the drawdowns tool.
Volatility
FRNRX vs. ^SP500TR - Volatility Comparison
Franklin Natural Resources Fund (FRNRX) has a higher volatility of 4.89% compared to S&P 500 Total Return (^SP500TR) at 3.07%. This indicates that FRNRX's price experiences larger fluctuations and is considered to be riskier than ^SP500TR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.