Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRUBX (Franklin Utilities B) | NA | 9.24% | 15.02% | 4.80% | 9.45% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 04/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRUBX (Franklin Utilities B) | 04/26/2001 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.24 | 15.02 | 4.80 | 9.45 | NA | NA | … | … | 8.57 | 5.02 | 18.89 | 6.40 | 13.25 | -26.10 | 15.97 | 23.23 | 10.47 | 22.66 | 18.72 | -10.88 | -8.86 |
| Sharpe Ratio | NA | 1.12 | 1.25 | 0.24 | 0.51 | NA | NA | … | … | 3.32 | 0.55 | 1.16 | 0.45 | 0.69 | -0.79 | 0.81 | 2.07 | 0.70 | 2.41 | 1.50 | -0.55 | -0.97 |
| Standard Deviation(%) | NA | 8.24 | 12.18 | 19.77 | 16.47 | NA | NA | … | … | 6.11 | 9.07 | 16.22 | 14.05 | 19.03 | 34.22 | 16.01 | 9.66 | 11.85 | 9.02 | 11.98 | 21.91 | 15.39 |
| Draw Down(%) | NA | 8.38 | 11.70 | 40.03 | 43.47 | NA | NA | … | … | 1.43 | 8.38 | 11.70 | 9.43 | 23.42 | 36.89 | 10.81 | 5.90 | 10.09 | 7.19 | 13.63 | 29.22 | 14.80 |
| Yield(%) | 0.00 | 1.63 | 3.04 | 2.81 | 5.55 | 3.71 | 2.78 | … | … | 0.00 | 3.06 | 3.15 | 3.26 | 5.17 | 2.93 | 7.74 | 6.71 | 4.46 | 4.07 | 4.51 | 4.30 | 6.64 |
Data as of 06/12/2013, Common starting date is 04/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRUBX (Franklin Utilities B) |
-6.93%
May 2007 – May 2010 |
2.04%
Jun 2005 – Jun 2010 |
6.20%
May 2001 – May 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRUBX (Franklin Utilities B) |
22.10%
Apr 2004 – Apr 2007 |
19.23%
Oct 2002 – Oct 2007 |
11.34%
Feb 2003 – Feb 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart