Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FRURX (FRANKLIN UTILITIES FUND CLASS R) | 6.59% | 13.51% | 2.97% | 4.57% | 7.35% | 9.37% | 7.64% | 7.80% |
Data as of 06/06/2025, AR inception is 02/28/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRURX (FRANKLIN UTILITIES FUND CLASS R) | 02/28/2002 | 06/06/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.79 | 13.51 | 2.97 | 4.57 | 7.35 | 9.37 | 7.64 | 7.80 | 6.59 | 19.28 | -8.74 | -0.08 | 14.15 | -8.73 | 26.30 | 2.35 | 10.23 | 17.36 | -7.75 | 24.77 | 13.35 | 5.24 | 19.00 | 6.57 | 13.37 | -25.87 | 16.09 | 23.37 | 10.30 | 21.61 | 13.53 | -12.64 |
| Sharpe Ratio | NA | 0.59 | -0.02 | 0.17 | 0.31 | NA | NA | 0.37 | 0.66 | 0.83 | -0.74 | -0.07 | 0.98 | -0.23 | 2.28 | 0.07 | 1.05 | 1.16 | -0.48 | 2.10 | 1.18 | 0.58 | 1.17 | 0.46 | 0.70 | -0.79 | 0.82 | 2.06 | 0.69 | 2.26 | 1.07 | -0.67 |
| Standard Deviation(%) | NA | 17.33 | 18.54 | 17.77 | 19.05 | NA | NA | 17.66 | 19.69 | 15.34 | 17.69 | 20.57 | 14.47 | 38.64 | 10.90 | 14.45 | 9.19 | 14.81 | 16.23 | 11.81 | 11.26 | 9.06 | 16.16 | 14.07 | 19.01 | 33.97 | 15.96 | 9.80 | 11.80 | 9.13 | 11.98 | 23.93 |
| Draw Down(%) | NA | 15.69 | 23.90 | 23.90 | 36.57 | NA | NA | 43.27 | 8.20 | 12.89 | 18.02 | 19.79 | 7.94 | 36.57 | 6.13 | 9.77 | 6.87 | 10.74 | 15.84 | 7.72 | 10.09 | 8.29 | 11.66 | 9.34 | 23.39 | 36.81 | 10.79 | 5.86 | 10.10 | 7.10 | 13.63 | 30.90 |
| Yield(%) | 0.00 | 2.35 | 1.95 | 2.04 | 3.83 | 5.71 | 5.18 | 5.77 | 0.45 | 2.61 | 2.03 | 1.93 | 2.20 | 2.14 | 4.50 | 5.55 | 4.41 | 2.78 | 5.42 | 5.69 | 3.42 | 3.41 | 3.45 | 3.43 | 5.36 | 3.09 | 7.95 | 6.93 | 4.33 | 3.32 | 0.00 | 1.08 |
Data as of 06/06/2025, AR inception is 02/28/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRURX (FRANKLIN UTILITIES FUND CLASS R) |
-6.76%
May 2007 - May 2010 |
1.49%
Feb 2019 - Feb 2024 |
5.40%
Feb 2014 - Feb 2024 |
6.15%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRURX (FRANKLIN UTILITIES FUND CLASS R) |
21.74%
Apr 2004 - Apr 2007 |
17.69%
Oct 2002 - Oct 2007 |
12.65%
Mar 2009 - Mar 2019 |
10.50%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart