Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRUAX (FRANKLIN UTILITIES FUND ADVISOR CLASS) | 5.70% | 14.38% | 16.09% | 9.95% | 8.56% | 9.97% | 8.96% | … | … |
Data as of 06/04/2026, Common starting date is 02/28/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRUAX (FRANKLIN UTILITIES FUND ADVISOR CLASS) | 02/28/1997 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.24 | 14.38 | 16.09 | 9.95 | 8.56 | 9.97 | 8.96 | … | … | 5.70 | 15.36 | 27.96 | -4.77 | 0.42 | 14.83 | -8.25 | 26.93 | 2.89 | 10.05 | 17.96 | -7.31 | 25.42 | 13.96 | 5.77 | 19.61 | 7.06 | 13.92 | -25.50 | 16.67 | 23.97 | 10.93 | 23.40 | 19.39 | -10.35 | -7.93 | 41.68 | -14.75 | 7.87 | 20.41 |
| Sharpe Ratio | NA | 0.89 | 0.87 | 0.46 | 0.39 | NA | NA | … | … | 0.86 | 0.80 | 1.67 | -0.50 | -0.05 | 1.02 | -0.22 | 2.34 | 0.10 | 1.02 | 1.20 | -0.45 | 2.15 | 1.24 | 0.64 | 1.22 | 0.50 | 0.73 | -0.78 | 0.85 | 2.11 | 0.74 | 2.47 | 1.55 | -0.52 | -0.60 | 2.04 | -1.52 | 0.31 | 1.57 |
| Standard Deviation(%) | NA | 13.95 | 15.69 | 16.65 | 18.74 | NA | NA | … | … | 16.39 | 15.72 | 14.58 | 16.86 | 20.58 | 14.49 | 38.54 | 10.87 | 14.43 | 9.21 | 14.78 | 16.27 | 11.82 | 11.25 | 9.03 | 16.12 | 14.06 | 18.95 | 33.87 | 15.95 | 9.78 | 11.77 | 9.06 | 12.03 | 21.97 | 17.72 | 18.33 | 11.90 | 14.34 | 13.44 |
| Draw Down(%) | NA | 6.99 | 16.34 | 23.47 | 36.54 | NA | NA | … | … | 6.84 | 8.18 | 9.10 | 17.70 | 19.72 | 7.92 | 36.54 | 6.09 | 9.71 | 6.87 | 10.56 | 15.58 | 7.71 | 10.06 | 8.22 | 11.64 | 9.32 | 23.28 | 36.61 | 10.67 | 5.80 | 10.05 | 7.06 | 13.68 | 29.10 | 14.45 | 11.59 | 16.03 | 7.43 | 5.92 |
| Yield(%) | 0.00 | 7.75 | 8.47 | 5.89 | 5.58 | 7.33 | 7.00 | … | … | 0.00 | 8.74 | 10.55 | 5.87 | 2.39 | 2.69 | 2.59 | 5.01 | 5.98 | 4.18 | 3.31 | 5.83 | 6.19 | 3.93 | 3.87 | 3.95 | 3.90 | 5.78 | 3.50 | 8.41 | 7.39 | 4.71 | 4.90 | 5.07 | 4.64 | 8.19 | 5.69 | 7.99 | 7.86 | 5.49 |
Data as of 06/04/2026, Common starting date is 02/28/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRUAX (FRANKLIN UTILITIES FUND ADVISOR CLASS) |
-6.29%
May 2007 – May 2010 |
0.03%
Mar 1998 – Mar 2003 |
5.32%
May 1999 – May 2009 |
6.65%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRUAX (FRANKLIN UTILITIES FUND ADVISOR CLASS) |
22.76%
Apr 2004 – Apr 2007 |
19.92%
Oct 2002 – Oct 2007 |
13.14%
Mar 2009 – Mar 2019 |
11.52%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart