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Franklin Rising Dividends Fund (FRDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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93.06-0.34 (-0.36%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.70%
5-year average return11.59%
Number of years up13
Number of years down5
Best 1-yr total return (13 Jun 2024)30.19%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return30.19%
Worst 3-yr total return6.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFRDAXCategory
YTD5.22%5.31%
1-month2.35%-4.19%
3-month0.76%3.90%
1-year15.83%20.31%
3-year6.48%6.48%
5-year12.76%11.78%
10-year10.72%10.96%
Last bull market19.31%25.56%
Last bear market-12.42%-15.11%

Annual total return (%) history

Year
FRDAXCategory
2024
N/AN/A
2023
12.43%22.32%
2022
-10.37%-16.96%
2021
26.95%26.07%
2020
16.60%15.83%
2019
30.19%28.78%
2018
-5.07%-6.27%
2017
20.60%20.44%
2016
14.67%10.37%
2015
-3.28%-1.07%
2014
9.98%10.96%
2013
29.66%31.50%
2012
10.56%14.96%
2011
7.45%-1.27%
2010
19.43%14.01%
2009
17.30%28.17%
2008
-27.01%-37.79%
2007
-2.69%6.16%
2006
17.65%14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.55%N/AN/AN/A
20233.69%4.75%-5.36%9.38%
2022-5.81%-12.42%-3.96%13.13%
20214.16%8.30%0.65%11.82%
2020-20.39%19.78%9.64%11.52%
201915.08%5.06%2.12%5.45%
2018-2.57%3.35%7.96%-12.67%
20174.70%2.82%4.91%6.78%
20164.74%4.19%3.51%1.51%
20150.16%-0.33%-8.66%6.07%
20141.33%3.40%-1.21%6.25%
201311.26%2.09%6.04%7.65%
20127.40%-2.73%4.35%1.42%
20114.06%3.22%-10.87%12.25%
20106.97%-7.19%11.83%7.56%
2009-12.86%14.08%12.38%4.99%
2008-4.25%-5.37%-4.59%-15.56%
2007-0.59%5.20%0.11%-7.05%
20067.40%-2.05%6.62%4.89%

Rank in category (by total return)

YTD89
1-month91
3-month89
1-year94
3-year76
5-year78

Load adjusted returns

1-year15.83%
3-year6.48%
5-year12.76%
10-year10.72%