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Franklin Rising Dividends Fund (FRISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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93.80-0.66 (-0.70%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.58%
5-year average return11.61%
Number of years up7
Number of years down3
Best 1-yr total return (24 Jun 2024)30.30%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return30.30%
Worst 3-yr total return7.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFRISXCategory
YTD5.25%5.31%
1-month2.36%-4.19%
3-month0.79%3.90%
1-year15.91%20.31%
3-year6.56%6.48%
5-year12.85%11.78%
10-year10.83%10.96%
Last bull market19.34%25.56%
Last bear market-12.40%-15.11%

Annual total return (%) history

Year
FRISXCategory
2024
N/AN/A
2023
12.51%22.32%
2022
-10.30%-16.96%
2021
27.03%26.07%
2020
16.70%15.83%
2019
30.30%28.78%
2018
-5.01%-6.27%
2017
20.78%20.44%
2016
14.83%10.37%
2015
-3.15%-1.07%
2014
10.16%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.57%N/AN/AN/A
20233.71%4.77%-5.36%9.40%
2022-5.79%-12.40%-3.94%13.15%
20214.17%8.32%0.67%11.82%
2020-20.36%19.81%9.64%11.55%
201915.10%5.08%2.15%5.46%
2018-2.55%3.40%7.95%-12.66%
20174.74%2.85%4.96%6.82%
20164.80%4.21%3.56%1.53%
20150.20%-0.30%-8.60%6.07%
20141.39%3.41%-1.17%6.31%
20136.06%7.69%N/AN/A

Rank in category (by total return)

YTD89
1-month91
3-month89
1-year94
3-year75
5-year77

Load adjusted returns

1-year15.91%
3-year6.56%
5-year12.85%
10-year10.83%