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Franklin Rising Dividends Fund (FRDTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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91.74+0.13 (+0.14%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.98%
5-year average return10.70%
Number of years up21
Number of years down7
Best 1-yr total return (16 Jun 2024)28.90%
Worst 1-yr total return (16 Jun 2024)N/A
Best 3-yr total return28.90%
Worst 3-yr total return5.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFRDTXCategory
YTD4.78%5.31%
1-month2.27%-4.19%
3-month0.52%3.90%
1-year14.68%20.31%
3-year5.42%6.48%
5-year11.64%11.78%
10-year9.61%10.96%
Last bull market18.82%25.56%
Last bear market-12.64%-15.11%

Annual total return (%) history

Year
FRDTXCategory
2024
N/AN/A
2023
11.32%22.32%
2022
-11.27%-16.96%
2021
25.69%26.07%
2020
15.43%15.83%
2019
28.90%28.78%
2018
-6.02%-6.27%
2017
19.40%20.44%
2016
13.53%10.37%
2015
-4.25%-1.07%
2014
8.89%10.96%
2013
28.35%31.50%
2012
9.47%14.96%
2011
6.40%-1.27%
2010
18.21%14.01%
2009
16.18%28.17%
2008
-27.75%-37.79%
2007
-3.69%6.16%
2006
16.49%14.17%
2005
1.58%5.88%
2004
9.67%10.02%
2003
22.98%27.05%
2002
-2.24%-22.25%
2001
12.47%-13.50%
2000
18.38%-6.31%
1999
-10.77%20.16%
1998
5.46%22.39%
1997
31.72%28.37%
1996
22.72%20.76%
1995
N/A32.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.28%N/AN/AN/A
20233.44%4.49%-5.60%9.10%
2022-6.05%-12.64%-4.21%12.85%
20213.90%8.04%0.40%11.53%
2020-20.58%19.47%9.35%11.25%
201914.79%4.80%1.87%5.18%
2018-2.81%3.09%7.69%-12.89%
20174.45%2.57%4.64%6.51%
20164.49%3.93%3.26%1.24%
2015-0.07%-0.59%-8.89%5.79%
20141.08%3.14%-1.45%5.98%
201310.98%1.83%5.76%7.38%
20127.13%-2.99%4.11%1.17%
20113.82%2.96%-11.09%11.95%
20106.69%-7.42%11.53%7.30%
2009-13.07%13.82%12.14%4.70%
2008-4.47%-5.58%-4.85%-15.82%
2007-0.84%4.94%-0.16%-7.29%
20067.14%-2.27%6.34%4.63%
2005-2.67%-0.52%-0.52%5.45%
20041.97%1.90%-1.18%6.81%
2003-5.87%13.58%4.29%10.30%
200210.02%-3.06%-13.61%6.11%
2001-0.79%8.85%-7.48%12.57%
20002.98%-4.46%5.65%13.89%
1999-9.29%12.61%-11.31%-1.50%
199810.30%-5.62%-14.77%18.88%
19971.39%14.08%11.61%2.04%
19962.89%3.34%3.93%11.06%
19957.50%6.02%N/AN/A

Rank in category (by total return)

YTD91
1-month92
3-month91
1-year96
3-year85
5-year87

Load adjusted returns

1-year13.68%
3-year5.42%
5-year11.64%
10-year9.61%