Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKUQX (Franklin Utilities Fund Cl A) | 5.10% | 14.21% | 14.83% | 10.64% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/10/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKUQX (Franklin Utilities Fund Cl A) | 09/10/2018 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.09 | 14.21 | 14.83 | 10.64 | NA | NA | NA | … | … | 5.10 | 15.08 | 27.58 | -4.99 | 1.56 | 17.89 | -1.95 | 26.62 | -1.78 |
| Sharpe Ratio | NA | 0.95 | 0.83 | 0.51 | NA | NA | NA | … | … | 0.90 | 0.79 | 1.65 | -0.52 | 0.01 | 1.25 | -0.06 | 2.30 | -0.44 |
| Standard Deviation(%) | NA | 13.95 | 15.68 | 16.57 | NA | NA | NA | … | … | 16.62 | 15.50 | 14.55 | 16.88 | 20.46 | 14.24 | 38.14 | 10.91 | 16.77 |
| Draw Down(%) | NA | 8.10 | 16.38 | 22.63 | NA | NA | NA | … | … | 8.10 | 8.20 | 9.13 | 17.86 | 19.77 | 7.95 | 36.55 | 6.10 | 8.79 |
| Yield(%) | 0.00 | 8.18 | 8.33 | 6.73 | 5.56 | 3.71 | 2.78 | … | … | 0.47 | 8.58 | 10.39 | 5.70 | 3.58 | 5.57 | 8.84 | 4.76 | 3.79 |
Data as of 06/08/2026, Common starting date is 09/10/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKUQX (Franklin Utilities Fund Cl A) |
2.70%
Sep 2019 – Sep 2022 |
4.85%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKUQX (Franklin Utilities Fund Cl A) |
18.80%
Feb 2023 – Feb 2026 |
15.17%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart