Performance analysis of FT (Franklin Universal Trust)
Annual Return
Over the past 3 years, FT has had an average annual return of +12.26%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, FT has had an average annual return of +6.66%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FT has had an average annual return of +7.97%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, FT has had an average annual return of +7.28%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.73% | +16.91% | +18.31% | +6.53% | -14.05% | +20.25% | +1.74% | +29.19% | -6.19% | +13.25% | +24.72% | -13.19% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +9.79% | +4.85% | +11.92% | +13.33% | +17.59% | +70.44% | -40.86% | +6.43% | +20.73% | +9.29% | +10.37% | +23.04% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -30.07% | +21.21% | +14.20% | -14.17% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.04% | +2.62% | -2.86% | +3.03% | -1.43% | +0.72% | -0.31% | +3.73% | |||||
| 2025 | +3.86% | +1.76% | -0.89% | -1.02% | +1.93% | +2.04% | +3.19% | +1.95% | +1.94% | -0.10% | +2.04% | -0.83% | +16.91% |
| 2024 | -1.01% | -0.27% | +3.14% | -0.70% | +5.85% | -0.54% | +3.87% | +4.19% | +4.43% | -0.63% | +4.87% | -5.63% | +18.31% |
| 2023 | +8.23% | -0.10% | -0.22% | -2.35% | -3.15% | +1.69% | +4.65% | -2.83% | -5.47% | -2.65% | +6.56% | +2.96% | +6.53% |
| 2022 | -0.68% | -4.16% | +2.17% | -5.43% | +3.22% | -4.16% | +3.27% | +5.13% | -20.44% | +4.49% | +7.37% | -2.53% | -14.05% |
| 2021 | -1.04% | -0.38% | +2.90% | +3.49% | +2.88% | +5.21% | +2.57% | +2.17% | -5.11% | +2% | +0.27% | +4.04% | +20.25% |
| 2020 | +3.37% | -10.10% | -14.33% | +7.06% | +5.57% | -2.15% | +5.59% | +0.45% | -2.12% | -0.12% | +7.40% | +3.76% | +1.74% |
| 2019 | +5.23% | +5.15% | +1.61% | +0.03% | -0.54% | +5.94% | +1.80% | -0.24% | +2.74% | +1.62% | +0.68% | +2.13% | +29.19% |
| 2018 | -2.20% | -1.83% | -0.41% | +0.33% | -1.01% | +0.93% | +1.98% | +0.33% | -1.30% | -1.77% | +1.57% | -2.86% | -6.19% |
| 2017 | +3.63% | +3.22% | -0.82% | +3.47% | +1.14% | -0.94% | +1.85% | +0.30% | +0.86% | +0.30% | +0.58% | -0.94% | +13.25% |
Drawdown analysis of FT (Franklin Universal Trust)
The maximum drawdown for the FT was -54.80%, occurring on Nov 20, 2008. Recovery took 324 trading sessions.
The current FT drawdown is -1.94%.
Since Nov 1, 1999 FT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.80% | May 16, 2007 | 384 | Nov 20, 2008 | 324 | Mar 9, 2010 | 708 |
| -40.90% | Feb 21, 2020 | 21 | Mar 23, 2020 | 280 | May 3, 2021 | 301 |
| -40.83% | Apr 15, 2002 | 151 | Nov 15, 2002 | 879 | May 16, 2006 | 1030 |
| -23.17% | Dec 28, 2021 | 205 | Oct 20, 2022 | 445 | Jul 31, 2024 | 650 |
| -22.90% | Nov 5, 1999 | 87 | Mar 13, 2000 | 205 | Jan 3, 2001 | 292 |
| -22.53% | Mar 24, 2015 | 208 | Jan 20, 2016 | 89 | May 26, 2016 | 297 |
| -18.10% | Mar 9, 2001 | 131 | Sep 20, 2001 | 48 | Nov 28, 2001 | 179 |
| -13.30% | May 20, 2013 | 25 | Jun 25, 2013 | 204 | Apr 16, 2014 | 229 |
| -12.55% | Jul 7, 2011 | 22 | Aug 8, 2011 | 53 | Oct 21, 2011 | 75 |
| -12.20% | Sep 26, 2012 | 34 | Nov 15, 2012 | 49 | Jan 29, 2013 | 83 |
| -10.78% | Dec 6, 2017 | 263 | Dec 24, 2018 | 41 | Feb 25, 2019 | 304 |
| -9.94% | Apr 29, 2010 | 16 | May 21, 2010 | 40 | Jul 20, 2010 | 56 |
| -9.44% | Jul 22, 2016 | 80 | Nov 14, 2016 | 42 | Jan 17, 2017 | 122 |
| -8.76% | Mar 3, 2025 | 26 | Apr 8, 2025 | 45 | Jun 12, 2025 | 71 |
| -7.68% | Nov 3, 2014 | 30 | Dec 16, 2014 | 21 | Jan 16, 2015 | 51 |
| -6.79% | Nov 29, 2024 | 14 | Dec 19, 2024 | 47 | Mar 3, 2025 | 61 |
| -6.08% | Nov 9, 2010 | 24 | Dec 14, 2010 | 42 | Feb 14, 2011 | 66 |
| -5.62% | Jun 30, 2014 | 62 | Sep 26, 2014 | 26 | Nov 3, 2014 | 88 |
| -5.44% | Sep 9, 2021 | 15 | Sep 30, 2021 | 60 | Dec 27, 2021 | 75 |
| -4.92% | Feb 27, 2026 | 20 | Mar 27, 2026 | 9 | Apr 10, 2026 | 29 |
| -4.52% | Apr 27, 2012 | 15 | May 18, 2012 | 14 | Jun 8, 2012 | 29 |
| -4.44% | Dec 11, 2001 | 8 | Dec 21, 2001 | 11 | Jan 9, 2002 | 19 |
| -4.18% | Apr 17, 2026 | 22 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -3.83% | Jan 14, 2002 | 7 | Jan 24, 2002 | 16 | Feb 15, 2002 | 23 |
| -3.76% | Nov 3, 2011 | 4 | Nov 9, 2011 | 31 | Dec 23, 2011 | 35 |