Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRDTX (FRANKLIN RISING DIVIDENDS FUND CLASS C) | 5.31% | 14.28% | 11.40% | 6.01% | 10.02% | 9.98% | 7.95% | … | … |
Data as of 06/03/2026, Common starting date is 05/31/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRDTX (FRANKLIN RISING DIVIDENDS FUND CLASS C) | 05/31/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.42 | 14.28 | 11.40 | 6.01 | 10.02 | 9.98 | 7.95 | … | … | 5.31 | 11.13 | 10.09 | 11.27 | -14.76 | 20.65 | 15.43 | 28.85 | -5.98 | 19.38 | 13.52 | -4.22 | 8.89 | 28.35 | 9.47 | 6.40 | 18.20 | 16.11 | -27.82 | -3.72 | 16.47 | 1.59 | 9.70 | 22.98 | -2.24 | 12.44 | 18.38 | -10.81 | 5.48 | 32.02 | 22.73 | 15.12 |
| Sharpe Ratio | NA | 1.24 | 0.68 | 0.22 | 0.49 | NA | NA | … | … | 0.90 | 0.53 | 0.64 | 0.69 | -0.74 | 1.54 | 0.45 | 2.15 | -0.46 | 2.68 | 1.05 | -0.29 | 0.82 | 2.95 | 0.87 | 0.32 | 1.27 | 0.62 | -0.75 | -0.42 | 1.26 | -0.06 | 0.82 | 1.55 | -0.16 | 0.63 | 0.79 | -1.12 | 0.11 | 2.23 | 2.12 | 4.08 |
| Standard Deviation(%) | NA | 10.12 | 12.27 | 14.89 | 16.98 | NA | NA | … | … | 11.49 | 15.50 | 10.13 | 11.13 | 22.10 | 13.37 | 33.89 | 12.75 | 16.22 | 7.00 | 12.64 | 14.90 | 10.79 | 9.61 | 10.88 | 19.76 | 14.23 | 25.64 | 38.42 | 16.43 | 10.37 | 10.85 | 10.66 | 14.33 | 21.21 | 16.09 | 18.02 | 12.66 | 18.33 | 12.63 | 8.93 | 5.70 |
| Draw Down(%) | NA | 7.20 | 15.69 | 23.66 | 34.93 | NA | NA | … | … | 7.20 | 14.96 | 5.06 | 10.48 | 21.37 | 8.40 | 34.93 | 5.94 | 18.91 | 2.56 | 8.00 | 13.77 | 7.25 | 4.43 | 7.13 | 15.70 | 11.78 | 27.89 | 41.54 | 13.72 | 8.82 | 7.57 | 7.28 | 14.41 | 24.79 | 17.16 | 9.80 | 17.43 | 24.82 | 7.68 | 5.57 | 2.40 |
| Yield(%) | 0.00 | 9.61 | 8.07 | 4.72 | 5.50 | 6.16 | 5.14 | … | … | 0.00 | 9.90 | 9.73 | 4.19 | 0.12 | 0.01 | 0.19 | 2.97 | 3.98 | 3.17 | 3.44 | 4.21 | 1.54 | 0.39 | 0.87 | 0.57 | 0.67 | 0.00 | 0.84 | 2.34 | 5.70 | 0.90 | 1.33 | 0.43 | 0.41 | 3.52 | 0.42 | 7.29 | 8.23 | 15.73 | 7.99 | 1.42 |
Data as of 06/03/2026, Common starting date is 05/31/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRDTX (FRANKLIN RISING DIVIDENDS FUND CLASS C) |
-15.02%
Feb 2006 – Feb 2009 |
-6.87%
Feb 2004 – Feb 2009 |
1.19%
Feb 1999 – Feb 2009 |
5.30%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRDTX (FRANKLIN RISING DIVIDENDS FUND CLASS C) |
24.34%
Jun 1995 – Jun 1998 |
20.84%
Feb 2009 – Feb 2014 |
14.40%
Feb 2009 – Feb 2019 |
12.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart