FRDPX
Franklin Rising Dividends Fund Class A
Mutual fund
$95.48+0.65 (+0.69%)Close Oct 2, 2026
Jan 14, 1987 – Oct 2, 2026, Dividends reinvested
- Final balance
- $400,791
- CAGR
- +9.74%
- Max drawdown
- −51.55%
- Sharpe ratio
- 0.68
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.09%
- 3M
- −0.38%
- 6M
- +8.51%
- YTD
- +6.02%
- 1Y
- +6.69%
- 3Y
- +13.00%
- 5Y
- +7.84%
- 10Y
- +11.28%
- 15Y
- +12.12%
- 20Y
- +8.89%
- 25Y
- +9.42%
- 30Y
- +9.63%
- Since 1987
- +9.74%
Metrics
Since 1987| Volatility | 15.37% |
|---|---|
| Sortino ratio | 0.97 |
| Calmar ratio | 0.19 |
| Best year, 1991 | +35.96% |
| Worst year, 2008 | −27.34% |
| Positive years | 29 of 38 |
| Longest drawdown | 4 years |
Worst drawdowns
Since 1987| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.6% | Jul 2007 | Mar 2009 | Jul 2011 | 4 years |
| −34.9% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.6% | Apr 1998 | Oct 1998 | Dec 2000 | 2.7 years |
| −24.3% | May 2002 | Oct 2002 | Sep 2003 | 1.3 years |
| −21.6% | Aug 1987 | Dec 1987 | Oct 1988 | 1.1 years |
Annual returns
1987 from Jan 14 · 2026 through Oct 2