Nasdaq - Delayed Quote USD
Franklin Global Equity 1 (LMPEX)
24.12
+0.07
+(0.29%)
As of 8:06:27 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.66% |
| 5y Average Return | 15.63% |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 29, 2025) | 29.65% |
| Worst 1Y Total Return (Apr 29, 2025) | -- |
| Best 3Y Total Return | 29.65% |
| Worst 3Y Total Return | 5.45% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LMPEX
Category
- YTD
- -1.73%
- 12.08%
- 1-Month
- -4.03%
- 0.64%
- 3-Month
- -1.73%
- 6.49%
- 1-Year
- 8.45%
- 38.01%
- 3-Year
- 9.81%
- 12.74%
- 5-Year
- 18.21%
- 12.82%
- 10-Year
- 9.85%
- 9.05%
- Last Bull Market
- 18.69%
- 18.82%
- Last Bear Market
- -15.30%
- -20.53%
Annual Total Return (%) History
Year
LMPEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.73% | -- | -- | -- |
| 2024 | 12.86% | 3.83% | 4.92% | 1.32% |
| 2023 | 6.96% | 5.49% | -1.39% | 10.87% |
| 2022 | -4.35% | -15.30% | -5.60% | 9.70% |
| 2021 | 8.48% | 7.56% | -1.65% | 9.00% |
| 2020 | -22.11% | 20.03% | 6.36% | 14.13% |
| 2019 | 11.42% | 0.82% | 0.56% | 8.50% |
| 2018 | -1.67% | -0.12% | 5.16% | -14.79% |
| 2017 | 5.59% | 3.22% | 6.68% | 6.45% |
| 2016 | -1.35% | -0.84% | 5.82% | 3.99% |
| 2015 | 4.93% | 0.59% | -7.08% | 5.94% |
| 2014 | 1.33% | 3.52% | 0.79% | 2.88% |
| 2013 | 7.26% | 1.99% | 8.40% | 9.32% |
| 2012 | 10.74% | -5.71% | 6.17% | 2.22% |
| 2011 | 4.66% | 0.21% | -17.25% | 9.39% |
| 2010 | 4.38% | -13.75% | 13.51% | 8.77% |
| 2009 | -12.74% | 15.24% | 16.18% | 3.81% |
| 2008 | -11.98% | 0.99% | -17.59% | -23.21% |
| 2007 | 3.45% | 6.47% | 2.33% | -4.34% |
Rank in Category (By Total Return)
| YTD | 66 |
| 1-Month | 63 |
| 3-Month | 66 |
| 1-Year | 16 |
| 3-Year | 5 |
| 5-Year | 3 |
Load Adjusted Returns
| 1-Year | 8.45% |
| 3-Year | 9.81% |
| 5-Year | 18.21% |
| 10-Year | 9.85% |
Performance & Risk
| YTD Return | -0.66% |
| 5y Average Return | 15.63% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Blend |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 415.41M |
| YTD Return | -1.73% |
| Yield | 0.86% |
| Morningstar Rating | |
| Inception Date | Aug 09, 2019 |
Fund Summary
The fund invests primarily in the common stock of U.S. and non-U.S. issuers. Under normal circumstances, it invests at least 80% of its assets in equity and equity-related securities. Equity securities include exchange-traded and over-the-counter (OTC) common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other investment companies and of real estate investment trusts ("REITs").
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