Performance analysis of Franklin BSP Realty Trust (FBRT)
Annual Return
Over the past 3 years, FBRT has had an average annual return of -8.12%, underperforming the benchmark SPY, which returned +19.31% annual.
Since Oct 19, 2021, FBRT has had an average annual return of -5.17%, underperforming the benchmark SPY, which returned +12.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -17.45% | -9.18% | +3.52% | +16.49% | -3.47% | -10.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.30% | -11.01% | -4.82% | +7.19% | -4.73% | -3.81% | -3.01% | -17.45% | |||||
| 2025 | +1.52% | +6.45% | -3.36% | -10.67% | -3.08% | +0.14% | -5.52% | +14.36% | -2.90% | -6.63% | +2.76% | -0.34% | -9.18% |
| 2024 | -5.11% | +0.71% | +6.27% | -6.51% | +2.01% | +1.68% | +9.84% | -1.59% | -1.50% | -0.38% | +0.54% | -1.42% | +3.52% |
| 2023 | +12.41% | -3.39% | -12.22% | +5.87% | +6.81% | +7.60% | +0.99% | -1.12% | -3.92% | -4.76% | +3.73% | +5.94% | +16.49% |
| 2022 | -9.84% | -2.01% | +8.63% | -5.15% | +16.74% | -10.61% | +13.87% | -15.96% | -13.73% | +30.82% | +3.62% | -9.21% | -3.47% |
| 2021 | -4.04% | -6.51% | -0.77% | -10.98% |
Drawdown analysis of Franklin BSP Realty Trust (FBRT)
The maximum drawdown for the FBRT was -31.37%, occurring on Jul 8, 2026. This drawdown has not yet recovered.
The current FBRT drawdown is -30.62%.
Since Oct 19, 2021 FBRT has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.37% | Feb 28, 2025 | 339 | Jul 8, 2026 | Ongoing | Ongoing | Ongoing |
| -31.01% | Nov 12, 2021 | 220 | Sep 29, 2022 | 195 | Jul 12, 2023 | 415 |
| -15.23% | Jul 19, 2023 | 67 | Oct 23, 2023 | 37 | Dec 14, 2023 | 104 |
| -13.57% | Dec 26, 2023 | 33 | Feb 13, 2024 | 105 | Jul 16, 2024 | 138 |
| -12.41% | Jul 23, 2024 | 14 | Aug 12, 2024 | 129 | Feb 18, 2025 | 143 |
| -4.85% | Oct 19, 2021 | 12 | Nov 4, 2021 | 6 | Nov 12, 2021 | 18 |
| -1.57% | Feb 18, 2025 | 3 | Feb 21, 2025 | 4 | Feb 27, 2025 | 7 |
| -1.26% | Dec 14, 2023 | 2 | Dec 18, 2023 | 1 | Dec 19, 2023 | 3 |
| -1.25% | Dec 19, 2023 | 1 | Dec 20, 2023 | 1 | Dec 21, 2023 | 2 |
| -0.42% | Jul 13, 2023 | 1 | Jul 14, 2023 | 3 | Jul 19, 2023 | 4 |
| -0.07% | Dec 21, 2023 | 1 | Dec 22, 2023 | 1 | Dec 26, 2023 | 2 |