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Franklin UK Equity Income Fund Z(acc) (0P0000W9SI.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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222.19+1.07 (+0.48%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up7
Number of years down2
Best 1-yr total return (Invalid Date)23.64%
Worst 1-yr total return (Invalid Date)-23.49%
Best 3-yr total return23.64%
Worst 3-yr total return-2.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000W9SI.LCategory
YTD12.38%4.24%
1-month-1.46%1.48%
3-month-0.19%4.24%
1-year23.12%14.68%
3-year3.66%7.57%
5-year6.84%11.27%
10-year9.30%5.98%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000W9SI.LCategory
2021
N/AN/A
2020
-11.56%N/A
2019
23.09%N/A
2018
-9.33%N/A
2017
11.49%N/A
2016
14.93%N/A
2015
5.78%6.33%
2014
7.14%3.89%
2013
23.64%25.89%
2012
12.92%14.94%
2011
3.88%-1.86%
2010
11.71%15.46%
2009
16.44%23.76%
2008
-23.49%-28.12%
2007
2.66%-0.59%
2006
17.23%18.56%
2005
19.62%21.10%
2004
17.12%17.07%
2003
19.80%21.82%
2002
-14.16%-16.23%
2001
-6.94%-4.54%
2000
5.21%4.99%
1999
13.20%15.95%
1998
17.71%10.48%
1997
29.55%24.34%
1996
21.65%15.58%
1995
22.40%21.42%
1994
1.20%-6.08%
1993
33.32%36.13%
1992
11.68%22.41%
1991
16.39%12.49%
1990
-10.59%-10.76%
1989
18.17%26.05%
1988
-0.41%10.39%
1987
N/A22.54%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20215.23%5.14%N/AN/A
2020-26.19%11.47%-4.47%12.53%
201911.32%3.08%0.77%6.45%
2018-5.59%7.77%-0.84%-10.12%
20174.30%2.50%1.59%2.65%
20161.16%3.65%8.47%1.05%
20155.71%-1.78%-3.17%5.21%
20141.15%3.33%-0.11%2.62%
201311.58%-0.03%3.94%6.65%
20125.30%-0.56%4.88%2.83%
20111.54%4.03%-8.60%7.59%
20103.92%-8.77%12.64%4.61%
2009-12.31%7.89%17.24%4.98%
2008-10.08%-3.04%-7.47%-5.16%
20072.78%1.43%-1.70%0.18%
20067.73%-1.85%5.28%5.30%
20053.12%5.72%6.00%3.51%
20041.36%3.84%3.22%7.81%
2003-4.67%14.35%2.17%7.56%
20025.44%-8.26%-15.25%4.71%
2001-4.40%3.42%-12.17%7.17%
2000-4.05%3.47%0.51%5.44%
19998.80%0.96%-4.05%7.41%
199814.61%-0.12%-11.08%15.65%
19975.73%5.85%13.57%1.93%
19963.21%3.39%6.49%7.05%
19953.19%3.66%6.65%7.29%
19941.56%-5.06%4.24%0.69%
19937.43%4.20%7.49%10.80%
1992-2.64%9.73%-7.44%12.93%
199116.79%-1.03%9.62%-8.14%
1990-5.64%10.30%-17.32%3.92%
198914.00%2.73%-0.05%0.96%
19883.08%2.44%-5.00%-0.73%
1987-18.61%N/AN/AN/A

Rank in category (by total return)

YTD57
1-month25
3-month59
1-year76
3-year41
5-year31

Load adjusted returns

1-year20.56%
3-year2.36%
5-year6.47%
10-year8.10%