Franklin Utilities R (FRURX)

21.50 -0.08 (-0.37%) USD  |  Oct 26

FRURX Performance

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Performance Versus Category

 
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5%
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Name
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of October 26, 2020. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
YTD
Franklin Utilities R
6.58%
18.99%
5.23%
13.35%
24.77%
-7.75%
17.36%
10.23%
2.35%
26.30%
-0.63%
MSCI World Net Total Return
11.76%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
2.74%
MFS Utilities R2
13.24%
6.34%
13.01%
19.85%
12.33%
-15.03%
11.15%
14.44%
0.54%
24.60%
-0.06%
PGIM Jennison Utility R
14.36%
7.71%
13.02%
25.89%
20.30%
-12.87%
15.37%
13.57%
1.18%
26.59%
3.75%
Fidelity Advisor® Utilities M
10.51%
12.41%
6.40%
19.74%
20.89%
-11.23%
13.18%
16.95%
8.02%
21.70%
-2.61%
Wells Fargo Util and Telecomms Inst
3.43%
16.56%
9.31%
18.65%
16.45%
-7.75%
13.03%
14.08%
3.59%
27.92%
4.17%
As of October 26, 2020.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Franklin Utilities R
10.14%
6.41%
11.23%
0.96%
7.79%
9.93%
10.60%
8.87%
8.58%
7.65%
MSCI World Net Total Return
2.85%
4.68%
21.22%
9.32%
7.63%
9.04%
9.07%
6.93%
5.05%
7.30%
MFS Utilities R2
8.51%
4.77%
15.23%
1.63%
7.99%
8.33%
8.60%
8.84%
7.23%
10.37%
PGIM Jennison Utility R
7.35%
4.76%
15.75%
6.59%
10.18%
10.82%
11.28%
8.64%
8.07%
12.02%
Fidelity Advisor® Utilities M
11.77%
8.55%
13.29%
-0.79%
8.28%
10.43%
10.16%
8.66%
5.76%
8.26%
Wells Fargo Util and Telecomms Inst
6.65%
4.76%
11.41%
6.97%
10.76%
11.38%
11.45%
9.42%
7.52%
9.36%
As of October 26, 2020. 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 September 30, 2020