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Franklin Utilities Fund (FKUQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.97-0.14 (-0.66%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.06%
5-Year Average Return5.86%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)26.62%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return26.62%
Worst 3-Yr Total Return4.41%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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%