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Franklin U.S. Large Cap Equity FI (LMUSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.48+0.19 (+0.85%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.69%
5-year average return14.94%
Number of years up12
Number of years down3
Best 1-yr total return (23 May 2024)32.97%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return32.97%
Worst 3-yr total return6.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLMUSXCategory
YTD7.76%5.31%
1-month-4.43%-4.19%
3-month5.44%3.90%
1-year27.44%20.31%
3-year7.73%6.48%
5-year12.38%11.78%
10-year10.90%10.96%
Last bull market28.72%25.56%
Last bear market-17.54%-15.11%

Annual total return (%) history

Year
LMUSXCategory
2024
N/AN/A
2023
27.30%22.32%
2022
-20.56%-16.96%
2021
31.04%26.07%
2020
16.76%15.83%
2019
25.52%28.78%
2018
-7.42%-6.27%
2017
23.12%20.44%
2016
8.43%10.37%
2015
-2.02%-1.07%
2014
13.94%10.96%
2013
32.97%31.50%
2012
16.41%14.96%
2011
1.26%-1.27%
2010
14.24%14.01%
2009
22.27%28.17%
2008
N/A-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.76%N/AN/AN/A
20236.86%8.23%-1.38%11.61%
2022-5.73%-17.54%-4.33%6.81%
20218.09%9.59%0.20%10.41%
2020-21.99%22.53%6.92%14.25%
201912.99%2.45%0.22%8.19%
2018-0.72%3.35%7.24%-15.87%
20175.93%2.86%4.79%7.82%
2016-1.08%0.26%4.67%4.46%
20151.78%-0.81%-7.80%5.28%
20142.19%4.98%0.72%5.45%
201310.82%2.40%5.50%11.07%
201212.85%-3.40%6.68%0.10%
20116.51%-0.81%-14.51%12.11%
20105.53%-12.01%10.74%11.11%
2009-9.99%11.97%14.86%5.61%
2008-11.83%-21.06%N/AN/A

Rank in category (by total return)

YTD13
1-month62
3-month14
1-year8
3-year30
5-year46

Load adjusted returns

1-year27.44%
3-year7.73%
5-year12.38%
10-year10.90%