UK markets close in 2 hours 2 minutes

Franklin Utilities R6 (FUFRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
22.21-0.06 (-0.27%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.76%
5-year average return7.55%
Number of years up7
Number of years down3
Best 1-yr total return (19 May 2024)27.10%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return27.10%
Worst 3-yr total return4.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFUFRXCategory
YTD6.60%4.24%
1-month1.33%-1.35%
3-month9.87%0.70%
1-year1.56%18.66%
3-year4.40%9.19%
5-year6.11%7.16%
10-year7.87%9.33%
Last bull market12.85%12.93%
Last bear market-5.27%-5.79%

Annual total return (%) history

Year
FUFRXCategory
2024
N/AN/A
2023
-4.61%N/A
2022
1.88%N/A
2021
18.16%N/A
2020
-1.66%0.89%
2019
27.10%22.87%
2018
2.92%2.76%
2017
10.88%11.83%
2016
18.09%13.75%
2015
-7.15%-9.86%
2014
25.49%17.08%
2013
N/A18.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.20%N/AN/AN/A
2023-1.64%-2.10%-8.48%8.24%
20225.52%-5.27%-6.20%8.67%
20213.23%0.25%1.10%12.95%
2020-14.74%3.37%3.63%7.67%
201912.62%4.04%8.21%0.25%
2018-3.84%4.43%1.61%0.87%
20176.35%1.59%2.69%-0.06%
201614.86%7.71%-4.34%-0.22%
2015-3.75%-5.89%2.33%0.17%
20148.71%8.90%-4.09%10.52%
2013-0.08%3.50%N/AN/A

Rank in category (by total return)

YTD29
1-month27
3-month37
1-year37
3-year25
5-year22

Load adjusted returns

1-year1.56%
3-year4.40%
5-year6.11%
10-year7.87%