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Franklin Rising Dividends Fund (FRDRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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90.89+0.66 (+0.73%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.56%
5-Year Average Return10.64%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (May 1, 2024)29.53%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return29.53%
Worst 3-Yr Total Return6.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFRDRXCategory
YTD7.41%14.84%
1-Month2.96%1.65%
3-Month7.41%7.55%
1-Year16.04%40.47%
3-Year9.17%16.77%
5-Year12.09%16.15%
10-Year10.59%13.21%
Last Bull Market36.57%24.09%
Last Bear Market-12.52%-17.61%

Annual Total Return (%) History

Year
FRDRXCategory
2024
N/AN/A
2023
11.88%N/A
2022
-10.82%N/A
2021
26.33%N/A
2020
15.99%15.83%
2019
29.53%28.78%
2018
-5.53%-6.27%
2017
19.98%20.44%
2016
14.11%10.37%
2015
-3.78%-1.07%
2014
9.46%10.96%
2013
28.99%31.50%
2012
9.99%14.96%
2011
6.96%-1.27%
2010
18.79%14.01%
2009
16.74%28.17%
2008
-27.40%-37.79%
2007
-3.19%6.16%
2006
17.06%14.17%
2005
2.08%5.88%
2004
10.27%10.02%
2003
23.62%27.05%
2002
N/A-22.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.41%N/AN/AN/A
20233.56%4.63%-5.48%9.24%
2022-5.94%-12.52%-4.08%12.99%
20214.04%8.16%0.52%11.67%
2020-20.48%19.63%9.47%11.38%
201914.92%4.92%2.00%5.32%
2018-2.69%3.22%7.82%-12.77%
20174.55%2.70%4.77%6.65%
20164.62%4.04%3.39%1.39%
20150.05%-0.46%-8.77%5.92%
20141.23%3.26%-1.34%6.13%
201311.13%1.96%5.90%7.50%
20127.25%-2.87%4.23%1.30%
20113.93%3.11%-10.98%12.12%
20106.82%-7.32%11.71%7.42%
2009-12.95%13.92%12.26%4.87%
2008-4.37%-5.47%-4.71%-15.72%
2007-0.73%5.10%-0.05%-7.16%
20067.24%-2.14%6.49%4.74%
2005-2.56%-0.42%-0.35%5.57%
20042.10%2.05%-1.07%6.98%
2003-5.73%13.73%4.41%10.42%
2002-2.94%-13.49%6.22%N/A

Rank In Category (By Total Return)

YTD87
1-Month74
3-Month87
1-Year95
3-Year70
5-Year81

Load Adjusted Returns

1-Year16.04%
3-Year9.17%
5-Year12.09%
10-Year10.59%