FRDRX
Franklin Rising Dividends Fund Class R
Mutual fund
$95.00+0.64 (+0.68%)Close Oct 2, 2026
Dec 31, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $79,171
- CAGR
- +8.72%
- Max drawdown
- −51.75%
- Sharpe ratio
- 0.57
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.11%
- 3M
- −0.45%
- 6M
- +8.37%
- YTD
- +5.82%
- 1Y
- +6.41%
- 3Y
- +12.72%
- 5Y
- +7.57%
- 10Y
- +11.00%
- 15Y
- +11.84%
- 20Y
- +8.62%
- Since 2001
- +8.72%
Metrics
Since 2001| Volatility | 17.35% |
|---|---|
| Sortino ratio | 0.81 |
| Calmar ratio | 0.17 |
| Best year, 2019 | +29.50% |
| Worst year, 2008 | −27.51% |
| Positive years | 18 of 24 |
| Longest drawdown | 4.5 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −51.8% | Jul 2007 | Mar 2009 | Jan 2012 | 4.5 years |
| −34.9% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.8% | May 2002 | Oct 2002 | Oct 2003 | 1.4 years |
| −21.2% | Dec 2021 | Sep 2022 | Jan 2024 | 2.1 years |
| −18.8% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
Annual returns
2001 from Dec 31 · 2026 through Oct 2