UK markets open in 36 minutes

Franklin Utilities Fund (FKUQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
21.28+0.28 (+1.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.22%
5-year average return5.45%
Number of years up3
Number of years down2
Best 1-yr total return (20 Jun 2024)26.62%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return26.62%
Worst 3-yr total return4.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFKUQXCategory
YTD14.99%4.24%
1-month8.04%-1.35%
3-month17.31%0.70%
1-year16.27%18.66%
3-year7.37%9.19%
5-year7.52%7.16%
10-year8.33%9.33%
Last bull market12.65%12.93%
Last bear market-5.32%-5.79%

Annual total return (%) history

Year
FKUQXCategory
2024
N/AN/A
2023
-4.93%N/A
2022
1.58%N/A
2021
17.86%N/A
2020
-2.00%0.89%
2019
26.62%22.87%
2018
N/A2.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.08%N/AN/AN/A
2023-1.73%-2.21%-8.56%8.19%
20225.41%-5.32%-6.30%8.62%
20213.23%0.11%1.03%12.88%
2020-14.80%3.26%3.57%7.55%
201912.51%3.93%8.05%0.22%
20180.85%N/AN/AN/A

Rank in category (by total return)

YTD43
1-month51
3-month39
1-year27
3-year29
5-year35

Load adjusted returns

1-year11.91%
3-year6.01%
5-year6.70%
10-year7.92%