Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRDAX (FRANKLIN RISING DIVIDENDS FUND ADVISOR CLASS) | 6.04% | 15.63% | 12.62% | 7.02% | 11.10% | 11.15% | 9.07% | … | … |
Data as of 06/04/2026, Common starting date is 11/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRDAX (FRANKLIN RISING DIVIDENDS FUND ADVISOR CLASS) | 11/30/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 15.63 | 12.62 | 7.02 | 11.10 | 11.15 | 9.07 | … | … | 6.04 | 12.24 | 11.20 | 12.37 | -13.82 | 21.96 | 16.58 | 30.16 | -5.04 | 20.58 | 14.66 | -3.26 | 9.98 | 29.65 | 10.55 | 7.45 | 19.46 | 17.31 | -27.16 | -2.69 | 17.65 | 0.67 |
| Sharpe Ratio | NA | 1.33 | 0.77 | 0.29 | 0.56 | NA | NA | … | … | 0.94 | 0.61 | 0.75 | 0.79 | -0.69 | 1.64 | 0.48 | 2.25 | -0.40 | 2.85 | 1.14 | -0.22 | 0.92 | 3.08 | 0.97 | 0.38 | 1.36 | 0.67 | -0.73 | -0.36 | 1.37 | 0.68 |
| Standard Deviation(%) | NA | 10.15 | 12.27 | 14.87 | 16.98 | NA | NA | … | … | 11.50 | 15.50 | 10.13 | 11.14 | 22.06 | 13.34 | 33.90 | 12.75 | 16.21 | 7.02 | 12.66 | 14.89 | 10.77 | 9.61 | 10.88 | 19.74 | 14.24 | 25.57 | 38.43 | 16.42 | 10.42 | 8.16 |
| Draw Down(%) | NA | 7.09 | 15.39 | 22.92 | 34.87 | NA | NA | … | … | 7.09 | 14.78 | 5.01 | 10.24 | 20.77 | 8.29 | 34.87 | 5.92 | 18.71 | 2.48 | 7.94 | 13.46 | 7.15 | 4.34 | 6.96 | 15.61 | 11.60 | 27.71 | 41.26 | 13.40 | 8.64 | 1.42 |
| Yield(%) | 0.00 | 10.14 | 8.87 | 5.53 | 6.78 | 7.93 | 6.68 | … | … | 0.00 | 10.73 | 10.54 | 5.20 | 1.02 | 0.97 | 1.19 | 4.10 | 4.92 | 4.20 | 4.45 | 5.13 | 2.54 | 1.35 | 1.82 | 1.47 | 1.54 | 0.74 | 1.79 | 3.37 | 6.68 | 1.32 |
Data as of 06/04/2026, Common starting date is 11/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRDAX (FRANKLIN RISING DIVIDENDS FUND ADVISOR CLASS) |
-14.14%
Feb 2006 – Feb 2009 |
-0.05%
Sep 2006 – Sep 2011 |
5.95%
Feb 2006 – Feb 2016 |
7.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRDAX (FRANKLIN RISING DIVIDENDS FUND ADVISOR CLASS) |
25.19%
Feb 2009 – Feb 2012 |
22.05%
Feb 2009 – Feb 2014 |
15.55%
Feb 2009 – Feb 2019 |
13.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart