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 STI Down1.77%

Franklin Utilities A (FKUTX)

15.16 Down 0.13(0.85%) 25 May


Performance Overview as of Feb 28, 2013Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:6.83%
5-Year Average Return:6.59%
Number of Years Up:48
Number of Years Down:16
Best 1 Yr Total Return (2000-12-31):41.61%
Worst 1Yr Total Return (2008-12-31):-25.60%
Best 3-Yr Total Return (N/A):19.10%
Worst 3-Yr Total Return (N/A):-3.28%
Load Adjusted Returns 
1-Year:9.54%
3-Year:13.46%
5-Year:5.66%
10-Year:11.39%
Trailing Returns (%) vs. Benchmarks 
ReturnFKUTXCategoryDiffIndex*Diff
Year To Date6.8316.50-9.6711.13-4.30
1-Month2.184.53-2.353.15-0.97
3-Month7.1711.42-4.255.741.43
1-Year14.4020.77-6.3716.70-2.30
3-Year15.1214.330.799.595.53
5-Year6.594.242.351.814.78
Last Bull Market (Sep 30, 2011 to Apr 30, 2012)11.4411.82-0.3852.51-41.07
Last Bear Market (Apr 30, 2011 to Sep 30, 2011)1.62-6.558.17-17.2118.83
* Index means [MSCI World NR USD]
Annual Total Return (%) History () 
YearFKUTXCategoryDiff
2013N/AN/AN/A
2012
 
5.656.90-1.25
2011
 
19.4410.588.87
2010
 
6.858.60-1.75
2009
 
13.8217.82-4.00
2008
 
-25.60-33.878.27
2007
 
16.4220.39-3.97
2006
 
23.8926.03-2.14
2005
 
10.7413.59-2.84
2004
 
23.1423.96-0.82
2003
 
19.3023.65-4.34
2002
 
-10.48-23.8213.34
2001
 
-8.09-20.7412.65
2000
 
41.618.4233.19
1999
 
-15.0015.87-30.87
1998
 
7.5719.19-11.62
1997
 
24.9026.13-1.23
1996
 
2.039.81-7.78
1995
 
30.6828.172.51
1994
 
-11.69-8.82-2.86
1993
 
11.5213.16-1.64
1992
 
9.089.42-0.34
1991
 
24.1822.201.98
1990
 
0.38-0.761.14
1989
 
25.8328.56-2.72
1988
 
11.6414.93-3.30
1987
 
-5.49-10.074.58
1986
 
23.7625.35-1.58
1985
 
22.8529.81-6.96
1984
 
21.4320.960.47
1983
 
15.7514.541.20
1982
 
31.3425.505.84
1981
 
20.9420.940.00
1980
 
6.356.350.00
1979
 
-0.35-0.350.00
1978
 
-0.07-0.070.00
1977
 
8.228.220.00
1976
 
29.5129.510.00
1975
 
41.9641.960.00
1974
 
-21.50-21.500.00
1973
 
-29.68-29.680.00
1972
 
7.077.070.00
1971
 
-2.34-2.340.00
1970
 
13.8313.830.00
1969
 
-12.11-12.110.00
1968
 
8.248.240.00
1967
 
3.133.130.00
1966
 
-7.90-7.900.00
1965
 
-0.46-0.460.00
1964
 
15.1815.180.00
1963
 
10.4610.460.00
1962
 
-7.28-7.280.00
1961
 
26.4926.490.00
1960
 
26.5026.500.00
1959
 
7.407.400.00
1958
 
49.3249.320.00
1957
 
10.1310.130.00
1956
 
6.346.340.00
1955
 
13.1913.190.00
1954
 
24.3724.370.00
1953
 
7.407.400.00
1952
 
25.2425.240.00
1951
 
31.6219.3912.24
1950
 
-5.753.91-9.66
1949
 
31.2331.230.00
1948N/AN/AN/A
Past Quarterly Returns (%) for FKUTX 
Q1Q2Q3Q4
201311.90N/AN/AN/A
20120.315.901.30-1.82
20113.765.490.368.72
2010-2.50-4.6212.212.40
2009-10.6711.066.247.99
2008-10.306.17-13.14-10.06
20077.80-0.912.046.82
20061.004.516.3010.40
20051.998.695.07-4.92
20045.11-0.286.2310.59
2003-3.4415.11-0.748.13
20024.08-7.40-11.945.49
2001-3.77-0.57-6.843.12
20001.232.5226.737.67
1999-11.387.20-5.30-5.52
19983.76-2.534.621.66
1997-1.485.724.2615.02
1996-1.062.94-4.354.73
19954.268.066.678.74
1994-9.95-7.342.423.34
19938.172.334.80-3.87
1992-4.696.465.611.79
19914.18-0.2910.288.41
1990-4.901.05-5.4110.44
1989-0.3410.254.779.31
19883.844.930.761.69
19872.53-2.27-0.76-4.95
198613.614.013.291.40
19857.0011.22-7.6311.77
1984-2.67-0.5714.189.89
19835.431.987.73-0.07
19828.671.0410.758.01
19814.427.47-1.439.32
1980-10.5325.61-6.681.40
19793.691.92-2.07-3.71
1978-1.622.322.28-2.94
1977-4.249.140.543.00
19764.761.7510.969.50
197516.7918.09-9.2613.44
1974-0.80-18.06-8.125.12
1973-11.43-2.052.92-21.23
197219.14-25.637.4012.52
19711.66-3.61-8.899.38
19707.80-20.0011.5018.36
1969-0.52-7.25-6.581.96
1968-6.7912.93-2.014.94
19673.34-3.371.172.09
1966-8.76-4.28-4.7110.66
19653.55-5.673.50-1.54
19643.173.296.881.11
19636.260.593.200.14
19620.81-23.128.4910.27
196114.423.905.820.55
19605.2915.63-5.7410.23
19593.56-4.33-0.108.51
19580.740.6827.4415.53
19570.740.711.207.25
19560.780.741.992.70
19550.800.7510.131.21
19540.900.8615.935.42
19530.930.93-2.798.45
19521.020.9914.896.85
19511.151.1222.984.65
19501.151.100.42-8.22
19491.441.1116.989.37
1948-0.96N/AN/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date3180 38.75
1-Month1880 22.50
3-Month5880 72.50
6-Month6980 86.25
1-Year347843.59
3-Year117315.07
5-Year3724.17