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Franklin Utilities R (FRURX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.84-0.07 (-0.32%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.47%
5-year average return6.95%
Number of years up17
Number of years down4
Best 1-yr total return (19 May 2024)26.30%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return26.30%
Worst 3-yr total return4.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFRURXCategory
YTD6.35%4.24%
1-month1.25%-1.35%
3-month9.67%0.70%
1-year0.95%18.66%
3-year3.80%9.19%
5-year5.52%7.16%
10-year7.24%9.33%
Last bull market12.58%12.93%
Last bear market-5.41%-5.79%

Annual total return (%) history

Year
FRURXCategory
2024
N/AN/A
2023
-5.15%N/A
2022
1.33%N/A
2021
17.53%N/A
2020
-2.21%0.89%
2019
26.30%22.87%
2018
2.35%2.76%
2017
10.23%11.83%
2016
17.36%13.75%
2015
-7.75%-9.86%
2014
24.77%17.08%
2013
13.35%18.37%
2012
5.23%6.90%
2011
18.99%10.58%
2010
6.58%8.60%
2009
13.36%17.82%
2008
-25.87%-33.87%
2007
16.08%20.39%
2006
23.37%26.03%
2005
10.30%13.59%
2004
22.80%23.96%
2003
18.89%23.65%
2002
N/A-23.82%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.04%N/AN/AN/A
2023-1.80%-2.24%-8.60%8.10%
20225.37%-5.41%-6.34%8.55%
20213.12%0.10%0.97%12.76%
2020-14.83%3.21%3.47%7.51%
201912.44%3.88%8.02%0.11%
2018-3.98%4.27%1.42%0.80%
20176.20%1.46%2.51%-0.21%
201614.64%7.58%-4.49%-0.38%
2015-3.93%-6.04%2.19%0.00%
20148.57%8.69%-4.21%10.39%
201311.84%-1.65%-0.24%3.30%
20120.23%5.75%1.28%-1.98%
20113.68%5.42%0.28%8.57%
2010-2.51%-4.72%12.15%2.32%
2009-10.70%10.99%6.06%7.84%
2008-10.41%6.10%-13.18%-10.17%
20077.73%-1.00%1.97%6.74%
20060.93%4.35%6.23%10.27%
20051.87%8.64%4.92%-5.00%
20045.03%-0.36%6.15%10.55%
2003-3.45%14.89%-0.81%8.05%
2002-7.39%-11.98%5.39%N/A

Rank in category (by total return)

YTD43
1-month33
3-month40
1-year40
3-year34
5-year40

Load adjusted returns

1-year0.95%
3-year3.80%
5-year5.52%
10-year7.24%