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Franklin Utilities C (FRUSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.85+0.10 (+0.48%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.48%
5-Year Average Return6.21%
Number of Years Up21
Number of Years Down7
Best 1 Yr Total Return (May 5, 2024)26.16%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return26.16%
Worst 3-Yr Total Return4.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFRUSXCategory
YTD6.32%4.24%
1-Month1.25%-1.35%
3-Month9.65%0.70%
1-Year0.80%18.66%
3-Year3.63%9.19%
5-Year5.36%7.16%
10-Year7.08%9.33%
Last Bull Market12.47%12.93%
Last Bear Market-5.46%-5.79%

Annual Total Return (%) History

Year
FRUSXCategory
2024
N/AN/A
2023
-5.30%N/A
2022
1.13%N/A
2021
17.44%N/A
2020
-2.41%0.89%
2019
26.16%22.87%
2018
2.19%2.76%
2017
10.02%11.83%
2016
17.13%13.75%
2015
-7.84%-9.86%
2014
24.54%17.08%
2013
13.19%18.37%
2012
5.08%6.90%
2011
18.85%10.58%
2010
6.34%8.60%
2009
13.29%17.82%
2008
-26.00%-33.87%
2007
15.90%20.39%
2006
23.17%26.03%
2005
10.16%13.59%
2004
22.70%23.96%
2003
18.56%23.65%
2002
-10.89%-23.82%
2001
-8.54%-20.74%
2000
40.95%8.42%
1999
-15.45%15.87%
1998
7.04%19.19%
1997
24.22%26.13%
1996
1.51%9.81%
1995
N/A28.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.01%N/AN/AN/A
2023-1.80%-2.28%-8.65%8.02%
20225.34%-5.46%-6.38%8.47%
20213.14%0.06%0.94%12.74%
2020-14.88%3.18%3.43%7.43%
201912.42%3.85%7.99%0.07%
2018-4.03%4.23%1.44%0.70%
20176.11%1.48%2.48%-0.30%
201614.55%7.56%-4.53%-0.42%
2015-3.98%-6.07%2.21%-0.03%
20148.46%8.73%-4.31%10.36%
201311.80%-1.69%-0.35%3.33%
20120.20%5.72%1.18%-1.95%
20113.65%5.39%0.24%8.53%
2010-2.64%-4.67%12.01%2.28%
2009-10.76%10.97%6.12%7.80%
2008-10.38%5.98%-13.23%-10.22%
20077.70%-0.97%1.85%6.70%
20060.88%4.32%6.19%10.22%
20051.85%8.53%4.87%-4.97%
20045.12%-0.50%6.12%10.55%
2003-3.53%14.90%-0.87%7.90%
20023.96%-7.51%-12.05%5.37%
2001-3.89%-0.69%-6.96%2.99%
20001.21%2.28%26.62%7.53%
1999-11.40%6.98%-5.43%-5.66%
19983.63%-2.66%4.59%1.46%
1997-1.68%5.60%4.11%14.92%
1996-1.19%2.72%-4.38%4.60%
19956.55%8.60%N/AN/A

Rank In Category (By Total Return)

YTD44
1-Month32
3-Month41
1-Year41
3-Year39
5-Year45

Load Adjusted Returns

1-Year-0.15%
3-Year3.63%
5-Year5.36%
10-Year7.08%