Franklin Utilities R (FRURX)

21.54 +0.19 (+0.89%) USD  |  Jun 27 2022

FRURX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 27, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Franklin Utilities R
5.23%
13.35%
24.77%
-7.75%
17.36%
10.23%
2.35%
26.30%
-2.21%
17.53%
-0.75%
MSCI World Net Total Return
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.12%
PGIM Jennison Utility R
13.02%
25.89%
20.30%
-12.87%
15.37%
13.57%
1.18%
26.59%
3.95%
14.64%
-4.53%
MFS Utilities R3
13.35%
20.18%
12.59%
-14.78%
11.41%
14.69%
0.84%
24.87%
6.02%
13.86%
-3.86%
Gabelli Utilities I
4.59%
20.38%
9.25%
-8.10%
17.36%
9.11%
-1.84%
18.99%
-3.11%
17.66%
-3.89%
Hennessy Gas Utility Investor
7.45%
25.42%
21.20%
-16.01%
20.70%
7.03%
-3.51%
20.78%
-9.32%
19.52%
5.94%
As of June 27, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Franklin Utilities R
-7.30%
-4.01%
1.14%
11.56%
7.45%
8.24%
9.58%
7.71%
9.42%
7.62%
MSCI World Net Total Return
-6.30%
-13.50%
-18.26%
-11.98%
8.25%
8.30%
10.14%
5.46%
7.55%
7.30%
PGIM Jennison Utility R
-7.32%
-6.52%
-2.96%
5.60%
7.83%
8.56%
10.61%
6.31%
10.46%
11.76%
MFS Utilities R3
-7.60%
-4.87%
-2.14%
5.48%
8.01%
8.69%
9.05%
6.71%
11.16%
10.58%
Gabelli Utilities I
-6.30%
-4.94%
-2.55%
3.51%
4.83%
5.63%
7.50%
6.08%
7.75%
7.46%
Hennessy Gas Utility Investor
-9.40%
-6.02%
7.16%
12.74%
6.02%
6.00%
8.79%
8.04%
9.40%
9.31%
As of June 27, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022