FRISX
Franklin Rising Dividends Fund Class R6
Mutual fund
$95.36+0.65 (+0.69%)Close Oct 2, 2026
Jun 26, 2013 – Oct 2, 2026, Dividends reinvested
- Final balance
- $41,466
- CAGR
- +11.32%
- Max drawdown
- −34.87%
- Sharpe ratio
- 0.76
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.05%
- 3M
- −0.30%
- 6M
- +8.68%
- YTD
- +6.28%
- 1Y
- +7.03%
- 3Y
- +13.36%
- 5Y
- +8.18%
- 10Y
- +11.65%
- Since 2013
- +11.32%
Metrics
Since 2013| Volatility | 15.74% |
|---|---|
| Sortino ratio | 1.07 |
| Calmar ratio | 0.32 |
| Best year, 2019 | +30.28% |
| Worst year, 2022 | −10.38% |
| Positive years | 9 of 12 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2013| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −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 |
| −15.4% | Nov 2024 | Apr 2025 | Jun 2025 | 7 months |
| −13.6% | May 2015 | Jan 2016 | Apr 2016 | 11 months |
Annual returns
2013 from Jun 26 · 2026 through Oct 2