SDSAX vs. FKRCX
Compare and contrast key facts about Western Asset Income Fund (SDSAX) and Franklin Gold and Precious Metals Fund (FKRCX).
SDSAX is managed by Franklin Templeton. It was launched on Nov 5, 1992. FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969.
Performance
SDSAX vs. FKRCX - Performance Comparison
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SDSAX vs. FKRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SDSAX Western Asset Income Fund | -1.36% | 7.99% | 4.35% | 9.03% | -13.53% | 1.75% | 3.67% | 12.48% | -3.95% | 8.41% |
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, SDSAX achieves a -1.36% return, which is significantly higher than FKRCX's -2.21% return. Over the past 10 years, SDSAX has underperformed FKRCX with an annualized return of 3.39%, while FKRCX has yielded a comparatively higher 17.20% annualized return.
SDSAX
- 1D
- 0.20%
- 1M
- -2.57%
- YTD
- -1.36%
- 6M
- -0.02%
- 1Y
- 4.92%
- 3Y*
- 5.46%
- 5Y*
- 1.63%
- 10Y*
- 3.39%
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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SDSAX vs. FKRCX - Expense Ratio Comparison
SDSAX has a 0.92% expense ratio, which is higher than FKRCX's 0.88% expense ratio.
Return for Risk
SDSAX vs. FKRCX — Risk / Return Rank
SDSAX
FKRCX
SDSAX vs. FKRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Income Fund (SDSAX) 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.
| SDSAX | FKRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 2.51 | -1.05 |
Sortino ratioReturn per unit of downside risk | 2.21 | 2.75 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.39 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 3.41 | -1.48 |
Martin ratioReturn relative to average drawdown | 7.34 | 12.86 | -5.52 |
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
| SDSAX | FKRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 2.51 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.71 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.53 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.19 | +0.95 |
Correlation
The correlation between SDSAX and FKRCX is 0.15, 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
SDSAX vs. FKRCX - Dividend Comparison
SDSAX's dividend yield for the trailing twelve months is around 6.33%, less than FKRCX's 10.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDSAX Western Asset Income Fund | 6.33% | 6.85% | 6.05% | 6.54% | 4.78% | 3.39% | 4.48% | 5.69% | 5.97% | 4.90% | 5.14% | 9.07% |
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
SDSAX vs. FKRCX - Drawdown Comparison
The maximum SDSAX drawdown since its inception was -27.16%, smaller than the maximum FKRCX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for SDSAX and FKRCX.
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Drawdown Indicators
| SDSAX | FKRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.16% | -78.85% | +51.69% |
Max Drawdown (1Y)Largest decline over 1 year | -2.77% | -31.15% | +28.38% |
Max Drawdown (5Y)Largest decline over 5 years | -17.75% | -48.79% | +31.04% |
Max Drawdown (10Y)Largest decline over 10 years | -20.55% | -49.54% | +28.99% |
Current DrawdownCurrent decline from peak | -2.57% | -27.32% | +24.75% |
Average DrawdownAverage peak-to-trough decline | -2.41% | -33.79% | +31.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.72% | 8.25% | -7.53% |
Volatility
SDSAX vs. FKRCX - Volatility Comparison
The current volatility for Western Asset Income Fund (SDSAX) is 1.18%, while Franklin Gold and Precious Metals Fund (FKRCX) has a volatility of 15.80%. This indicates that SDSAX 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
| SDSAX | FKRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.18% | 15.80% | -14.62% |
Volatility (6M)Calculated over the trailing 6-month period | 2.30% | 34.39% | -32.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.66% | 42.42% | -38.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.57% | 33.08% | -28.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.81% | 32.80% | -27.99% |