Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUFRX (FRANKLIN UTILITIES FUND CLASS R6) | 6.40% | 15.47% | 15.85% | 10.91% | 9.88% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUFRX (FRANKLIN UTILITIES FUND CLASS R6) | 06/27/2013 | 06/10/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 15.47 | 15.85 | 10.91 | 9.88 | NA | NA | … | … | 6.40 | 15.42 | 27.97 | -4.69 | 1.88 | 18.26 | -1.61 | 27.10 | 2.93 | 10.87 | 18.10 | -7.15 | 25.49 | 3.76 |
| Sharpe Ratio | NA | 0.96 | 0.85 | 0.53 | 0.45 | NA | NA | … | … | 0.92 | 0.80 | 1.67 | -0.50 | 0.02 | 1.28 | -0.05 | 2.36 | 0.11 | 1.12 | 1.20 | -0.44 | 2.16 | 0.69 |
| Standard Deviation(%) | NA | 14.13 | 15.75 | 16.61 | 18.63 | NA | NA | … | … | 16.61 | 15.70 | 14.57 | 16.89 | 20.46 | 14.23 | 38.09 | 10.87 | 14.42 | 9.17 | 14.84 | 16.25 | 11.78 | 10.78 |
| Draw Down(%) | NA | 8.10 | 16.32 | 22.34 | 36.53 | NA | NA | … | … | 8.10 | 8.18 | 9.10 | 17.66 | 19.71 | 7.92 | 36.53 | 6.05 | 9.71 | 6.85 | 10.54 | 15.56 | 7.71 | 7.54 |
| Yield(%) | 0.00 | 8.36 | 8.63 | 6.89 | 7.03 | 6.89 | 5.17 | … | … | 0.54 | 8.80 | 10.61 | 5.95 | 3.87 | 5.88 | 9.08 | 5.11 | 6.07 | 5.00 | 3.44 | 5.94 | 6.32 | 2.13 |
Data as of 06/10/2026, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUFRX (FRANKLIN UTILITIES FUND CLASS R6) |
3.04%
Sep 2019 – Sep 2022 |
5.19%
Feb 2019 – Feb 2024 |
7.64%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUFRX (FRANKLIN UTILITIES FUND CLASS R6) |
19.15%
Feb 2023 – Feb 2026 |
15.53%
Feb 2021 – Feb 2026 |
11.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart