Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRUSX (FRANKLIN UTILITIES FUND CLASS C) | 4.89% | 11.44% | 15.14% | 9.11% | 7.84% | 9.21% | 8.27% | … | … |
Data as of 06/03/2026, Common starting date is 06/14/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRUSX (FRANKLIN UTILITIES FUND CLASS C) | 06/14/1995 | 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 (%) | -3.12 | 11.44 | 15.14 | 9.11 | 7.84 | 9.21 | 8.27 | … | … | 4.89 | 14.59 | 27.13 | -5.37 | -0.27 | 14.05 | -8.92 | 26.16 | 2.20 | 10.03 | 17.12 | -7.84 | 24.54 | 13.19 | 5.08 | 18.85 | 6.35 | 13.29 | -26.01 | 15.90 | 23.18 | 10.16 | 22.71 | 18.58 | -10.89 | -8.53 | 40.96 | -15.45 | 7.04 | 24.22 | 1.52 | 16.98 |
| Sharpe Ratio | NA | 0.87 | 0.83 | 0.42 | 0.35 | NA | NA | … | … | 0.85 | 0.76 | 1.61 | -0.54 | -0.08 | 0.96 | -0.24 | 2.27 | 0.06 | 1.02 | 1.14 | -0.48 | 2.07 | 1.17 | 0.56 | 1.17 | 0.44 | 0.70 | -0.79 | 0.80 | 2.03 | 0.67 | 2.41 | 1.49 | -0.55 | -0.63 | 2.00 | -1.60 | 0.33 | 2.29 | -0.22 | 4.13 |
| Standard Deviation(%) | NA | 13.70 | 15.61 | 16.61 | 18.76 | NA | NA | … | … | 16.31 | 15.51 | 14.57 | 16.85 | 20.61 | 14.54 | 38.66 | 10.89 | 14.50 | 9.20 | 14.77 | 16.26 | 11.83 | 11.27 | 9.04 | 16.12 | 14.09 | 18.94 | 33.92 | 15.95 | 9.76 | 11.77 | 9.01 | 11.98 | 22.04 | 17.65 | 18.38 | 11.79 | 10.94 | 8.94 | 9.48 | 7.09 |
| Draw Down(%) | NA | 7.10 | 16.43 | 24.03 | 36.57 | NA | NA | … | … | 6.84 | 8.21 | 9.12 | 18.10 | 19.81 | 7.95 | 36.57 | 6.18 | 9.78 | 6.86 | 10.79 | 15.91 | 7.79 | 10.13 | 8.26 | 11.67 | 9.45 | 23.36 | 36.85 | 10.77 | 5.83 | 10.12 | 7.11 | 13.65 | 29.32 | 14.74 | 11.58 | 16.63 | 7.52 | 7.16 | 8.85 | 2.45 |
| Yield(%) | 0.00 | 7.29 | 7.97 | 5.35 | 4.99 | 6.46 | 6.22 | … | … | 0.00 | 8.21 | 10.03 | 5.35 | 1.78 | 2.04 | 2.01 | 4.33 | 5.41 | 4.26 | 2.62 | 5.28 | 5.53 | 3.26 | 3.25 | 3.31 | 3.32 | 5.21 | 2.94 | 7.77 | 6.75 | 4.19 | 4.09 | 4.52 | 4.16 | 7.63 | 4.97 | 7.41 | 7.22 | 7.65 | 8.66 | 4.06 |
Data as of 06/03/2026, Common starting date is 06/14/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRUSX (FRANKLIN UTILITIES FUND CLASS C) |
-6.92%
May 2007 – May 2010 |
-0.65%
Mar 1998 – Mar 2003 |
4.63%
May 1999 – May 2009 |
5.99%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRUSX (FRANKLIN UTILITIES FUND CLASS C) |
21.95%
Apr 2004 – Apr 2007 |
19.18%
Oct 2002 – Oct 2007 |
12.48%
Mar 2009 – Mar 2019 |
10.84%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart