Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/14/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FRISX (FRANKLIN RISING DIVIDENDS FUND CLASS R6) | 0.84% | -2.81% | 3.15% | 9.25% | 8.28% | NA | NA | 10.02% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRISX (FRANKLIN RISING DIVIDENDS FUND CLASS R6) | 06/26/2013 | 05/14/2025 |
The return data shown below all have the same latest date: 05/14/2025.
AR inception is since 06/26/2013.
AR inception is since 06/26/2013.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.53 | -2.81 | 3.15 | 9.25 | 8.28 | NA | NA | 10.02 | 0.84 | 1.76 | 8.50 | -13.75 | 22.03 | 16.70 | 30.26 | -4.97 | 20.78 | 14.84 | -3.15 | 10.16 | 14.14 |
| Sharpe Ratio | NA | -0.62 | -0.10 | 0.34 | 0.37 | NA | NA | 0.46 | -0.28 | -0.37 | 0.35 | -0.69 | 1.65 | 0.48 | 2.26 | -0.39 | 2.88 | 1.16 | -0.21 | 0.94 | 3.40 |
| Standard Deviation(%) | NA | 17.71 | 16.63 | 16.58 | 17.61 | NA | NA | 16.71 | 22.43 | 12.88 | 12.12 | 22.07 | 13.34 | 33.90 | 12.74 | 16.22 | 7.02 | 12.66 | 14.89 | 10.79 | 8.60 |
| Draw Down(%) | NA | 22.60 | 22.60 | 22.87 | 34.87 | NA | NA | 34.87 | 14.77 | 12.90 | 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 | 0.82 | 1.18 | 1.56 | 3.28 | 3.02 | 2.26 | 4.11 | 0.00 | 1.20 | 1.40 | 1.09 | 1.05 | 1.27 | 4.20 | 5.00 | 4.34 | 4.59 | 5.28 | 2.68 | 1.35 |
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) |
-1.62%
Dec 2021 - Dec 2024 |
5.74%
Mar 2015 - Mar 2020 |
8.08%
Apr 2015 - Apr 2025 |
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 |
10.41%
Aug 2013 - Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart