Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRDPX (FRANKLIN RISING DIVIDENDS FUND CLASS A) | 5.46% | 14.93% | 12.18% | 6.81% | 10.84% | 10.81% | 8.76% | … | … |
Data as of 06/03/2026, Common starting date is 03/31/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRDPX (FRANKLIN RISING DIVIDENDS FUND CLASS A) | 03/31/1987 | 06/03/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | 14.93 | 12.18 | 6.81 | 10.84 | 10.81 | 8.76 | … | … | 5.46 | 11.96 | 10.92 | 12.10 | -14.04 | 21.66 | 16.29 | 29.83 | -5.27 | 20.26 | 14.41 | -3.52 | 9.73 | 29.30 | 10.29 | 7.21 | 19.08 | 17.05 | -27.34 | -2.99 | 17.32 | 2.34 | 10.31 | 23.71 | -1.23 | 13.09 | 18.99 | -10.33 | 6.06 | 32.64 | 23.42 | 30.25 | -5.17 | -3.50 | 10.38 | 35.96 | 0.27 | 19.63 | 18.94 | -11.62 |
| Sharpe Ratio | NA | 1.31 | 0.75 | 0.27 | 0.54 | NA | NA | … | … | 0.93 | 0.59 | 0.72 | 0.76 | -0.70 | 1.62 | 0.47 | 2.23 | -0.41 | 2.81 | 1.12 | -0.24 | 0.90 | 3.05 | 0.95 | 0.36 | 1.33 | 0.66 | -0.73 | -0.37 | 1.34 | 0.01 | 0.87 | 1.60 | -0.11 | 0.67 | 0.82 | -1.08 | 0.15 | 2.28 | 2.21 | 4.68 | -1.23 | -0.86 | 1.24 | 3.49 | -0.47 | 2.20 | 1.74 | -1.26 |
| Standard Deviation(%) | NA | 10.12 | 12.27 | 14.87 | 16.97 | NA | NA | … | … | 11.50 | 15.50 | 10.13 | 11.14 | 22.07 | 13.34 | 33.89 | 12.74 | 16.23 | 7.01 | 12.64 | 14.91 | 10.80 | 9.59 | 10.91 | 19.78 | 14.26 | 25.58 | 38.43 | 16.44 | 10.40 | 10.87 | 10.69 | 14.35 | 21.27 | 16.07 | 18.07 | 12.68 | 17.66 | 12.63 | 8.86 | 5.61 | 6.69 | 6.57 | 6.31 | 9.13 | 11.04 | 6.23 | 8.03 | 15.26 |
| Draw Down(%) | NA | 7.10 | 15.46 | 23.08 | 34.89 | NA | NA | … | … | 7.10 | 14.82 | 5.02 | 10.30 | 20.92 | 8.29 | 34.89 | 5.92 | 18.77 | 2.50 | 7.94 | 13.52 | 7.16 | 4.36 | 7.01 | 15.66 | 11.65 | 27.71 | 41.35 | 13.47 | 8.68 | 7.30 | 7.15 | 14.33 | 24.25 | 17.12 | 9.71 | 17.26 | 24.64 | 7.65 | 5.50 | 2.33 | 9.59 | 6.64 | 5.36 | 4.10 | 16.82 | 4.90 | 4.94 | 21.56 |
| Yield(%) | 0.00 | 9.94 | 8.61 | 5.32 | 6.46 | 7.42 | 6.26 | … | … | 0.00 | 10.45 | 10.25 | 4.93 | 0.80 | 0.68 | 0.94 | 3.80 | 4.66 | 3.91 | 4.17 | 4.87 | 2.27 | 1.10 | 1.58 | 1.24 | 1.32 | 0.50 | 1.55 | 3.10 | 6.41 | 1.66 | 1.83 | 0.80 | 1.42 | 4.06 | 1.05 | 7.80 | 8.62 | 16.24 | 8.52 | 2.30 | 1.81 | 1.58 | 1.75 | 2.70 | 3.36 | 3.64 | 3.64 | 1.89 |
Data as of 06/03/2026, Common starting date is 03/31/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRDPX (FRANKLIN RISING DIVIDENDS FUND CLASS A) |
-14.39%
Feb 2006 – Feb 2009 |
-6.20%
Feb 2004 – Feb 2009 |
1.89%
Feb 1999 – Feb 2009 |
6.02%
Feb 1998 – Feb 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRDPX (FRANKLIN RISING DIVIDENDS FUND CLASS A) |
29.68%
Mar 1995 – Mar 1998 |
21.74%
Feb 2009 – Feb 2014 |
15.48%
Nov 1987 – Nov 1997 |
13.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart