Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRDRX (FRANKLIN RISING DIVIDENDS FUND CLASS R) | 5.95% | 15.18% | 12.10% | 6.51% | 10.56% | 10.60% | 8.53% | … | … |
Data as of 06/04/2026, Common starting date is 02/28/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRDRX (FRANKLIN RISING DIVIDENDS FUND CLASS R) | 02/28/2002 | 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 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.38 | 15.18 | 12.10 | 6.51 | 10.56 | 10.60 | 8.53 | … | … | 5.95 | 11.68 | 10.63 | 11.82 | -14.26 | 21.35 | 15.98 | 29.50 | -5.50 | 19.97 | 14.10 | -3.76 | 9.45 | 28.98 | 9.99 | 6.95 | 18.81 | 16.75 | -27.51 | -3.19 | 17.06 | 2.09 | 10.27 | 23.62 | -7.22 |
| Sharpe Ratio | NA | 1.29 | 0.73 | 0.26 | 0.53 | NA | NA | … | … | 0.92 | 0.57 | 0.69 | 0.74 | -0.71 | 1.60 | 0.46 | 2.20 | -0.43 | 2.77 | 1.10 | -0.25 | 0.87 | 3.01 | 0.92 | 0.35 | 1.31 | 0.65 | -0.74 | -0.39 | 1.32 | -0.02 | 0.87 | 1.59 | -0.43 |
| Standard Deviation(%) | NA | 10.14 | 12.27 | 14.87 | 16.97 | NA | NA | … | … | 11.49 | 15.50 | 10.13 | 11.14 | 22.07 | 13.33 | 33.89 | 12.75 | 16.21 | 7.01 | 12.65 | 14.92 | 10.78 | 9.61 | 10.89 | 19.76 | 14.25 | 25.60 | 38.41 | 16.43 | 10.40 | 10.86 | 10.65 | 14.39 | 22.50 |
| Draw Down(%) | NA | 7.12 | 15.54 | 23.26 | 34.89 | NA | NA | … | … | 7.12 | 14.87 | 5.03 | 10.36 | 21.07 | 8.31 | 34.89 | 5.94 | 18.80 | 2.52 | 7.96 | 13.61 | 7.18 | 4.37 | 7.05 | 15.67 | 11.70 | 27.78 | 41.44 | 13.55 | 8.71 | 7.35 | 7.16 | 14.32 | 24.85 |
| Yield(%) | 0.00 | 9.77 | 8.39 | 5.06 | 6.07 | 7.00 | 5.86 | … | … | 0.00 | 10.22 | 10.01 | 4.68 | 0.58 | 0.40 | 0.69 | 3.51 | 4.41 | 3.64 | 3.91 | 4.62 | 2.02 | 0.82 | 1.38 | 1.01 | 1.06 | 0.27 | 1.28 | 2.85 | 6.16 | 1.42 | 1.79 | 0.80 | 0.05 |
Data as of 06/04/2026, Common starting date is 02/28/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRDRX (FRANKLIN RISING DIVIDENDS FUND CLASS R) |
-14.58%
Feb 2006 – Feb 2009 |
-6.40%
Feb 2004 – Feb 2009 |
4.32%
May 2002 – May 2012 |
6.42%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRDRX (FRANKLIN RISING DIVIDENDS FUND CLASS R) |
24.56%
Feb 2009 – Feb 2012 |
21.44%
Feb 2009 – Feb 2014 |
14.97%
Feb 2009 – Feb 2019 |
13.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart