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Franklin Utilities Fund Class A1 (FKUTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
22.06+0.14 (+0.64%)
At close: 06:46PM EST
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return5.30%
5-Year Average Return10.12%
Number of Years Up55
Number of Years Down18
Best 1 Yr Total Return (Feb 3, 2019)26.80%
Worst 1 Yr Total Return (Feb 3, 2019)-25.60%
Best 3-Yr Total Return26.80%
Worst 3-Yr Total Return-3.28%

Trailing Returns (%) Vs. Benchmarks

ReturnFKUTXCategory
YTD5.48%4.24%
1-Month8.99%-1.35%
3-Month5.48%0.70%
1-Year20.52%18.66%
3-Year11.19%9.19%
5-Year10.32%7.16%
10-Year11.13%9.33%
Last Bull Market13.39%12.93%
Last Bear Market-19.69%-5.79%

Annual Total Return (%) History

Year
FKUTXCategory
2021
N/AN/A
2020
-1.95%0.89%
2019
26.80%22.87%
2018
2.70%2.76%
2017
10.56%11.83%
2016
17.77%13.75%
2015
-7.38%-9.86%
2014
25.18%17.08%
2013
13.71%18.37%
2012
5.65%6.90%
2011
19.44%10.58%
2010
6.85%8.60%
2009
13.82%17.82%
2008
-25.60%-33.87%
2007
16.42%20.39%
2006
23.89%26.03%
2005
10.74%13.59%
2004
23.14%23.96%
2003
19.30%23.65%
2002
-10.48%-23.82%
2001
-8.09%-20.74%
2000
41.61%8.42%
1999
-15.00%15.87%
1998
7.57%19.19%
1997
24.90%26.13%
1996
2.03%9.81%
1995
30.68%28.17%
1994
-11.69%-8.82%
1993
11.52%13.16%
1992
9.08%9.42%
1991
24.18%22.20%
1990
0.38%-0.76%
1989
25.83%28.56%
1988
11.64%14.93%
1987
-5.49%-10.07%
1986
23.76%25.35%
1985
22.85%29.81%
1984
21.43%20.96%
1983
15.75%14.54%
1982
31.34%25.50%
1981
20.94%20.94%
1980
6.35%6.35%
1979
-0.35%-0.35%
1978
-0.07%-0.07%
1977
8.22%8.22%
1976
29.51%29.51%
1975
41.96%41.96%
1974
-21.50%-21.50%
1973
-29.68%-29.68%
1972
7.07%7.07%
1971
-2.34%-2.34%
1970
13.83%13.83%
1969
-12.11%-12.11%
1968
8.24%8.24%
1967
3.13%3.13%
1966
-7.90%-7.90%
1965
-0.46%-0.46%
1964
15.18%15.18%
1963
10.46%10.46%
1962
-7.28%-7.28%
1961
26.49%26.49%
1960
26.50%26.50%
1959
7.40%7.40%
1958
49.32%49.32%
1957
10.13%10.13%
1956
6.34%6.34%
1955
13.19%13.19%
1954
24.37%24.37%
1953
7.40%7.40%
1952
25.24%25.24%
1951
31.62%19.39%
1950
-5.75%3.91%
1949
31.23%31.23%
1948
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20213.26%0.19%1.05%N/A
2020-14.77%3.28%3.60%7.52%
201912.54%4.01%8.07%0.24%
2018-3.88%4.34%1.50%0.88%
20176.21%1.59%2.59%-0.12%
201614.75%7.64%-4.38%-0.29%
2015-3.86%-5.97%2.34%0.10%
20148.63%8.82%-4.12%10.45%
201311.90%-1.55%-0.22%3.45%
20120.31%5.90%1.30%-1.82%
20113.76%5.49%0.36%8.72%
2010-2.50%-4.62%12.21%2.40%
2009-10.67%11.06%6.24%7.99%
2008-10.30%6.17%-13.14%-10.06%
20077.80%-0.91%2.04%6.82%
20061.00%4.51%6.30%10.40%
20051.99%8.69%5.07%-4.92%
20045.11%-0.28%6.23%10.59%
2003-3.44%15.11%-0.74%8.13%
20024.08%-7.40%-11.94%5.49%
2001-3.77%-0.57%-6.84%3.12%
20001.23%2.52%26.73%7.67%
1999-11.38%7.20%-5.30%-5.52%
19983.76%-2.53%4.62%1.66%
1997-1.48%5.72%4.26%15.02%
1996-1.06%2.94%-4.35%4.73%
19954.26%8.06%6.67%8.74%
1994-9.95%-7.34%2.42%3.34%
19938.17%2.33%4.80%-3.87%
1992-4.69%6.46%5.61%1.79%
19914.18%-0.29%10.28%8.41%
1990-4.90%1.05%-5.41%10.44%
1989-0.34%10.25%4.77%9.31%
19883.84%4.93%0.76%1.69%
19872.53%-2.27%-0.76%-4.95%
198613.61%4.01%3.29%1.40%
19857.00%11.22%-7.63%11.77%
1984-2.67%-0.57%14.18%9.89%
19835.43%1.98%7.73%-0.07%
19828.67%1.04%10.75%8.01%
19814.42%7.47%-1.43%9.32%
1980-10.53%25.61%-6.68%1.40%
19793.69%1.92%-2.07%-3.71%
1978-1.62%2.32%2.28%-2.94%
1977-4.24%9.14%0.54%3.00%
19764.76%1.75%10.96%9.50%
197516.79%18.09%-9.26%13.44%
1974-0.80%-18.06%-8.12%5.12%
1973-11.43%-2.05%2.92%-21.23%
197219.14%-25.63%7.40%12.52%
19711.66%-3.61%-8.89%9.38%
19707.80%-20.00%11.50%18.36%
1969-0.52%-7.25%-6.58%1.96%
1968-6.79%12.93%-2.01%4.94%
19673.34%-3.37%1.17%2.09%
1966-8.76%-4.28%-4.71%10.66%
19653.55%-5.67%3.50%-1.54%
19643.17%3.29%6.88%1.11%
19636.26%0.59%3.20%0.14%
19620.81%-23.12%8.49%10.27%
196114.42%3.90%5.82%0.55%
19605.29%15.63%-5.74%10.23%
19593.56%-4.33%-0.10%8.51%
19580.74%0.68%27.44%15.53%
19570.74%0.71%1.20%7.25%
19560.78%0.74%1.99%2.70%
19550.80%0.75%10.13%1.21%
19540.90%0.86%15.93%5.42%
19530.93%0.93%-2.79%8.45%
19521.02%0.99%14.89%6.85%
19511.15%1.12%22.98%4.65%
19501.15%1.10%0.42%-8.22%
19491.44%1.11%16.98%9.37%
1948-0.96%N/AN/AN/A

Rank In Category (By Total Return)

YTD15
1-Month29
3-Month12
1-Year4
3-Year33
5-Year49

Load Adjusted Returns

1-Year18.05%
3-Year7.72%
5-Year7.94%
10-Year9.94%
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