FRDTX
Franklin Rising Dividends Fund Class C
Mutual fund
$92.67+0.62 (+0.67%)Close Oct 2, 2026
Apr 28, 1995 – Oct 2, 2026, Dividends reinvested
- Final balance
- $170,679
- CAGR
- +9.45%
- Max drawdown
- −52.12%
- Sharpe ratio
- 0.62
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.15%
- 3M
- −0.57%
- 6M
- +8.11%
- YTD
- +5.43%
- 1Y
- +5.89%
- 3Y
- +12.16%
- 5Y
- +7.03%
- 10Y
- +10.45%
- 15Y
- +11.28%
- 20Y
- +8.09%
- 25Y
- +8.62%
- 30Y
- +8.86%
- Since 1995
- +9.45%
Metrics
Since 1995| Volatility | 16.72% |
|---|---|
| Sortino ratio | 0.89 |
| Calmar ratio | 0.18 |
| Best year, 1997 | +32.02% |
| Worst year, 2008 | −27.82% |
| Positive years | 23 of 30 |
| Longest drawdown | 4.7 years |
Worst drawdowns
Since 1995| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.1% | Jul 2007 | Mar 2009 | Mar 2012 | 4.7 years |
| −34.9% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.8% | Apr 1998 | Oct 1998 | Dec 2000 | 2.7 years |
| −24.8% | Apr 2002 | Oct 2002 | Oct 2003 | 1.5 years |
| −21.5% | Dec 2021 | Sep 2022 | Jan 2024 | 2.1 years |
Annual returns
1995 from Apr 28 · 2026 through Oct 2