Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRISX (FRANKLIN RISING DIVIDENDS FUND CLASS R6) | 4.59% | 14.10% | 12.17% | 6.89% | 11.04% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRISX (FRANKLIN RISING DIVIDENDS FUND CLASS R6) | 06/26/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 14.10 | 12.17 | 6.89 | 11.04 | NA | NA | … | … | 4.59 | 12.31 | 11.28 | 12.45 | -13.75 | 22.03 | 16.70 | 30.26 | -4.97 | 20.78 | 14.84 | -3.15 | 10.16 | 14.14 |
| Sharpe Ratio | NA | 1.12 | 0.73 | 0.29 | 0.56 | NA | NA | … | … | 0.74 | 0.61 | 0.76 | 0.80 | -0.69 | 1.65 | 0.48 | 2.26 | -0.39 | 2.88 | 1.15 | -0.21 | 0.94 | 3.40 |
| Standard Deviation(%) | NA | 10.24 | 12.25 | 14.88 | 16.98 | NA | NA | … | … | 11.47 | 15.50 | 10.13 | 11.14 | 22.07 | 13.34 | 33.90 | 12.74 | 16.22 | 7.02 | 12.66 | 14.89 | 10.79 | 8.60 |
| Draw Down(%) | NA | 7.08 | 15.37 | 22.87 | 34.87 | NA | NA | … | … | 7.08 | 14.77 | 5.01 | 10.23 | 20.72 | 8.29 | 34.87 | 5.92 | 18.71 | 2.48 | 7.93 | 13.39 | 7.13 | 4.12 |
| Yield(%) | 0.00 | 10.19 | 8.94 | 5.62 | 6.90 | 6.28 | 4.71 | … | … | 0.00 | 10.80 | 10.61 | 5.27 | 1.09 | 1.05 | 1.27 | 4.20 | 5.00 | 4.34 | 4.59 | 5.28 | 2.68 | 1.35 |
Data as of 06/05/2026, Common starting date is 06/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRISX (FRANKLIN RISING DIVIDENDS FUND CLASS R6) |
2.56%
Oct 2021 – Oct 2024 |
5.74%
Mar 2015 – Mar 2020 |
8.99%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRISX (FRANKLIN RISING DIVIDENDS FUND CLASS R6) |
22.87%
Dec 2018 – Dec 2021 |
17.41%
Oct 2016 – Oct 2021 |
12.04%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart