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Franklin Equity Income R (FREIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.95-0.06 (-0.19%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.94%
5-year average return9.53%
Number of years up16
Number of years down5
Best 1-yr total return (4 Jul 2024)29.02%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return29.02%
Worst 3-yr total return6.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFREIXCategory
YTD9.63%4.44%
1-month-0.24%-4.04%
3-month1.31%4.09%
1-year14.59%14.37%
3-year6.86%6.04%
5-year9.77%9.20%
10-year8.59%8.57%
Last bull market21.67%22.97%
Last bear market-12.30%-11.27%

Annual total return (%) history

Year
FREIXCategory
2024
N/AN/A
2023
8.78%11.63%
2022
-7.07%-5.90%
2021
24.90%26.22%
2020
5.35%2.91%
2019
25.22%25.04%
2018
-4.86%-8.53%
2017
15.68%15.94%
2016
11.50%14.81%
2015
-1.15%-4.05%
2014
8.80%10.21%
2013
29.02%31.21%
2012
11.57%14.57%
2011
1.20%-0.75%
2010
15.48%13.66%
2009
26.22%24.13%
2008
-35.58%-37.09%
2007
-3.85%1.42%
2006
16.11%18.15%
2005
2.95%5.95%
2004
10.19%12.97%
2003
24.61%28.44%
2002
N/A-18.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.22%1.31%N/AN/A
20230.29%3.77%-3.03%7.80%
2022-1.84%-12.30%-4.75%13.33%
20216.92%6.09%1.26%8.74%
2020-22.77%14.06%6.89%11.88%
201910.44%3.77%2.30%6.81%
2018-2.42%1.97%5.55%-9.40%
20173.48%1.82%4.15%5.42%
20161.21%2.89%2.62%4.34%
20150.01%-0.83%-5.44%5.39%
20141.92%3.77%-0.45%3.34%
20139.45%2.86%5.72%8.39%
20128.99%-3.46%4.99%1.00%
20113.71%0.78%-13.50%11.94%
20103.90%-10.19%12.53%9.97%
2009-9.34%13.78%14.31%7.05%
2008-7.12%-5.09%-9.67%-19.10%
20070.79%6.11%-2.22%-8.05%
20063.35%0.59%5.06%6.30%
2005-0.99%0.66%2.26%1.01%
20041.54%1.53%0.03%6.86%
2003-7.76%16.68%1.18%14.43%
20028.65%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month36
3-month9
1-year51
3-year44
5-year51

Load adjusted returns

1-year14.59%
3-year6.86%
5-year9.77%
10-year8.59%