FRDAX
Franklin Rising Dividends Fund Advisor Class
Mutual fund
$95.37+0.64 (+0.68%)Close Oct 2, 2026
Oct 3, 2005 – Oct 2, 2026, Dividends reinvested
- Final balance
- $67,902
- CAGR
- +9.55%
- Max drawdown
- −51.36%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.06%
- 3M
- −0.32%
- 6M
- +8.64%
- YTD
- +6.22%
- 1Y
- +6.96%
- 3Y
- +13.28%
- 5Y
- +8.11%
- 10Y
- +11.56%
- 15Y
- +12.40%
- 20Y
- +9.17%
- Since 2005
- +9.55%
Metrics
Since 2005| Volatility | 17.71% |
|---|---|
| Sortino ratio | 0.85 |
| Calmar ratio | 0.19 |
| Best year, 2019 | +30.16% |
| Worst year, 2008 | −27.16% |
| Positive years | 15 of 20 |
| Longest drawdown | 3.8 years |
Worst drawdowns
Since 2005| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.4% | Jul 2007 | Mar 2009 | Apr 2011 | 3.8 years |
| −34.9% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −20.9% | Dec 2021 | Sep 2022 | Dec 2023 | 2 years |
| −18.7% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
| −15.6% | Jul 2011 | Aug 2011 | Jan 2012 | 6 months |
Annual returns
2005 from Oct 3 · 2026 through Oct 2