Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XFUTX (Franklin Universal Trust) | 2.10% | 6.07% | 5.47% | 2.07% | 4.16% | 3.87% | 3.07% | … | … |
Data as of 06/03/2026, Common starting date is 03/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XFUTX (Franklin Universal Trust) | 03/05/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.24 | 6.07 | 5.47 | 2.07 | 4.16 | 3.87 | 3.07 | … | … | 2.10 | 5.80 | 7.14 | -1.43 | -14.21 | 17.56 | -1.43 | 22.12 | -3.37 | 7.36 | 16.04 | -16.73 | 8.17 | 10.99 | 6.83 | 3.63 | 6.01 | 42.32 | -41.09 | 2.93 | 8.67 | -0.43 | 9.62 | 25.79 | -27.38 | -11.03 | -6.70 | -8.93 |
| Sharpe Ratio | NA | 0.67 | 0.35 | -0.02 | 0.24 | NA | NA | … | … | 0.53 | 0.36 | 0.44 | -0.51 | -1.16 | 1.28 | -0.08 | 3.59 | -0.69 | 1.49 | 1.73 | -1.76 | 1.16 | 1.83 | 1.33 | 0.39 | 0.79 | 3.56 | -2.03 | -0.02 | 1.07 | -0.43 | 1.63 | 3.51 | -2.38 | -1.30 | -1.21 | -2.24 |
| Standard Deviation(%) | NA | 6.93 | 8.60 | 11.02 | 11.14 | NA | NA | … | … | 7.89 | 8.39 | 8.09 | 9.98 | 13.51 | 13.74 | 21.69 | 5.75 | 6.86 | 4.53 | 9.15 | 9.52 | 7.06 | 5.99 | 5.13 | 9.20 | 7.46 | 11.86 | 20.67 | 9.08 | 4.91 | 6.22 | 5.31 | 7.15 | 12.01 | 10.55 | 8.99 | 6.26 |
| Draw Down(%) | NA | 4.19 | 10.95 | 24.11 | 29.53 | NA | NA | … | … | 4.19 | 7.00 | 5.42 | 14.09 | 20.13 | 4.88 | 29.53 | 2.60 | 6.67 | 2.79 | 5.38 | 20.34 | 7.00 | 7.15 | 4.94 | 11.92 | 7.50 | 17.86 | 47.55 | 12.29 | 4.51 | 6.36 | 9.39 | 7.71 | 36.40 | 21.91 | 14.15 | 11.75 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.22 | 2.66 | 2.81 | 2.18 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.60 | 0.64 | 5.15 | 4.71 | 2.06 | 0.00 | 0.50 | 6.11 | 6.07 | 1.07 | 0.00 | 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 06/03/2026, Common starting date is 03/05/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFUTX (Franklin Universal Trust) |
-18.12%
Oct 1999 – Oct 2002 |
-8.00%
May 1999 – May 2004 |
-6.30%
Apr 1999 – Apr 2009 |
-0.46%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XFUTX (Franklin Universal Trust) |
18.51%
Feb 2009 – Feb 2012 |
15.03%
Feb 2009 – Feb 2014 |
8.70%
Mar 2009 – Mar 2019 |
6.32%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart