FKUTX
Franklin Utilities Fund Class A1
Mutual fund
$22.86+0.12 (+0.53%)Close Oct 2, 2026
Jan 2, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $1,109,310
- CAGR
- +10.60%
- Max drawdown
- −43.10%
- Sharpe ratio
- 0.76
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.36%
- 3M
- −12.26%
- 6M
- −12.62%
- YTD
- −2.92%
- 1Y
- −4.36%
- 3Y
- +17.34%
- 5Y
- +9.26%
- 10Y
- +8.67%
- 15Y
- +9.87%
- 20Y
- +8.60%
- 25Y
- +9.04%
- 30Y
- +9.00%
- Since 1980
- +10.60%
Metrics
Since 1980| Volatility | 14.78% |
|---|---|
| Sortino ratio | 1.08 |
| Calmar ratio | 0.25 |
| Best year, 2000 | +41.62% |
| Worst year, 2008 | −25.68% |
| Positive years | 37 of 46 |
| Longest drawdown | 3.9 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −43.1% | Dec 2007 | Mar 2009 | Oct 2011 | 3.9 years |
| −36.6% | Feb 2020 | Mar 2020 | Aug 2021 | 1.5 years |
| −32.6% | May 2001 | Oct 2002 | Feb 2004 | 2.7 years |
| −22.5% | Aug 2022 | Oct 2023 | May 2024 | 1.7 years |
| −21.8% | Sep 1993 | Jun 1994 | Sep 1995 | 2 years |
Annual returns
2026 through Oct 2