Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FT (Franklin Universal Closed Fund) | 11.80% | 22.45% | 10.36% | 10.25% | 9.03% | 8.52% | 8.39% | 4.63% |
Data as of 07/25/2025, AR inception is 09/26/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FT (Franklin Universal Closed Fund) | 09/26/1988 | 07/25/2025 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 22.45 | 10.36 | 10.25 | 9.03 | 8.52 | 8.39 | 4.63 | 11.80 | 18.41 | 6.61 | -14.01 | 20.30 | 1.73 | 29.19 | -6.19 | 13.25 | 24.79 | -13.11 | 9.88 | 4.88 | 11.92 | 13.34 | 17.58 | 70.43 | -40.85 | 6.43 | 20.73 | 9.29 | 10.36 | 23.04 | -30.12 | 20.21 | 22.05 | -29.68 | -3.13 | 9.59 | 1.39 | 16.13 | -13.89 | 7.46 | 11.67 | 39.53 | -34.85 | -10.81 | -7.50 |
| Sharpe Ratio | NA | 1.50 | 0.47 | 0.60 | 0.46 | NA | NA | 0.13 | 1.35 | 1.43 | 0.23 | -0.77 | 2.17 | 0.04 | 3.12 | -1.03 | 1.60 | 1.95 | -1.05 | 1.11 | 0.44 | 0.88 | 0.73 | 1.12 | 2.95 | -1.15 | 0.24 | 1.83 | 0.76 | 0.83 | 1.23 | -0.98 | 0.83 | 0.83 | -1.66 | -0.47 | 0.37 | -0.12 | 0.62 | -0.77 | 0.32 | 0.44 | 1.25 | -1.23 | -0.75 | -1.76 |
| Standard Deviation(%) | NA | 11.96 | 14.04 | 13.44 | 15.74 | NA | NA | 19.06 | 13.16 | 10.35 | 12.91 | 20.22 | 9.34 | 33.98 | 8.89 | 7.36 | 7.88 | 12.58 | 12.46 | 8.88 | 10.99 | 13.61 | 18.18 | 15.64 | 23.85 | 36.11 | 13.48 | 9.50 | 9.31 | 11.33 | 18.14 | 31.78 | 21.87 | 21.46 | 19.87 | 13.90 | 15.72 | 19.25 | 19.66 | 21.97 | 16.27 | 20.64 | 28.44 | 32.59 | 22.44 | 17.62 |
| Draw Down(%) | NA | 8.75 | 21.90 | 23.13 | 40.90 | NA | NA | 54.80 | 8.75 | 6.78 | 13.57 | 22.55 | 5.43 | 40.90 | 2.43 | 9.31 | 3.67 | 9.42 | 20.11 | 7.67 | 13.30 | 12.20 | 12.55 | 9.90 | 23.30 | 53.79 | 16.55 | 3.98 | 7.62 | 12.95 | 12.61 | 40.88 | 18.78 | 13.30 | 31.85 | 11.59 | 8.00 | 10.39 | 6.06 | 23.68 | 7.89 | 14.08 | 10.94 | 43.66 | 17.72 | 8.64 |
| Yield(%) | 0.55 | 7.49 | 7.29 | 7.57 | 7.26 | 7.46 | 7.37 | 3.46 | 4.08 | 7.70 | 7.52 | 6.87 | 6.90 | 4.92 | 6.14 | 5.40 | 5.75 | 7.69 | 6.78 | 7.53 | 6.43 | 6.29 | 7.23 | 7.86 | 11.40 | 6.60 | 6.62 | 7.45 | 7.00 | 6.21 | 7.66 | 9.10 | 9.51 | 11.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 09/26/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FT (Franklin Universal Closed Fund) |
-11.16%
Nov 2005 - Nov 2008 |
-6.93%
Dec 1997 - Dec 2002 |
-3.13%
Nov 1998 - Nov 2008 |
-1.66%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FT (Franklin Universal Closed Fund) |
34.79%
Nov 2008 - Nov 2011 |
24.38%
Nov 2008 - Nov 2013 |
14.60%
Nov 2008 - Nov 2018 |
11.82%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart