Performance analysis of USPX (FRANKLIN U.S. EQUITY INDEX ETF)
Annual Return
Over the past 3 years, USPX has had an average annual return of +19.81%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, USPX has had an average annual return of +12.03%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, USPX has had an average annual return of +12.22%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jun 3, 2016, USPX has had an average annual return of +12.47%, underperforming the benchmark SPY, which returned +15.21% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.06% | +17.78% | +24.97% | +27.08% | -18.87% | +19.53% | +9.80% | +26.58% | -7.77% | +23.81% | +3.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.32% | -1.78% | -4.14% | +10.50% | +5.25% | -1.00% | +0.20% | +10.06% | |||||
| 2025 | +2.85% | -1.19% | -5.91% | -0.70% | +6.37% | +5.37% | +2.33% | +1.79% | +3.75% | +2.43% | +0.04% | -0.07% | +17.78% |
| 2024 | +1.87% | +5.19% | +3.11% | -4.36% | +5% | +3.76% | +1.19% | +2.43% | +2.10% | -0.81% | +6.18% | -2.62% | +24.97% |
| 2023 | +6.45% | -2.10% | +3.32% | +1.33% | +0.82% | +6.80% | +3.13% | -1.50% | -4.78% | -2.28% | +9.53% | +4.48% | +27.08% |
| 2022 | -4.10% | -2.47% | +2.06% | -5.77% | +0.74% | -8.01% | +4.56% | -4.08% | -9.36% | +7.87% | +5.24% | -5.68% | -18.87% |
| 2021 | -0.30% | +1.23% | +4.16% | +2.90% | +2.38% | +1.23% | +1.80% | +1.72% | -5.17% | +3.96% | -1.01% | +5.51% | +19.53% |
| 2020 | -2.02% | -7.66% | -12.25% | +9.66% | +4.37% | +2.23% | +4.21% | +4.52% | -1.84% | -3.98% | +10.75% | +3.95% | +9.80% |
| 2019 | +8.07% | +2.73% | +1.53% | +1.91% | -5.38% | +5.95% | +0.37% | -0.99% | +2.33% | +2.31% | +1.98% | +3.60% | +26.58% |
| 2018 | +4.55% | -1.93% | -4.16% | +0.05% | +0.60% | -0.51% | +2.84% | +1.68% | +0.29% | -5.83% | +1.45% | -6.45% | -7.77% |
| 2017 | +2.17% | +3.76% | +1.62% | +0.66% | +2.62% | +0.22% | +1.47% | +1.55% | +1.74% | +1.91% | +2.16% | +1.72% | +23.81% |
Drawdown analysis of USPX (FRANKLIN U.S. EQUITY INDEX ETF)
The maximum drawdown for the USPX was -31.21%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current USPX drawdown is -1.28%.
Since Jun 3, 2016 USPX has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.21% | Jan 17, 2020 | 44 | Mar 23, 2020 | 114 | Sep 2, 2020 | 158 |
| -24.60% | Dec 29, 2021 | 200 | Oct 14, 2022 | 291 | Dec 12, 2023 | 491 |
| -19.21% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -16.43% | Jan 26, 2018 | 229 | Dec 24, 2018 | 122 | Jun 20, 2019 | 351 |
| -9.15% | Jan 27, 2026 | 43 | Mar 30, 2026 | 11 | Apr 15, 2026 | 54 |
| -8.61% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.47% | Oct 12, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -6.70% | Sep 3, 2021 | 20 | Oct 4, 2021 | 51 | Dec 15, 2021 | 71 |
| -6.08% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -5.82% | Sep 2, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -5.59% | Jul 24, 2019 | 15 | Aug 14, 2019 | 20 | Sep 12, 2019 | 35 |
| -5.34% | Aug 15, 2016 | 67 | Nov 17, 2016 | 31 | Jan 4, 2017 | 98 |
| -5.15% | Oct 28, 2025 | 17 | Nov 20, 2025 | 14 | Dec 11, 2025 | 31 |
| -4.66% | Feb 16, 2021 | 12 | Mar 4, 2021 | 16 | Mar 26, 2021 | 28 |
| -4.60% | Dec 6, 2024 | 22 | Jan 10, 2025 | 8 | Jan 23, 2025 | 30 |
| -4.56% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -3.74% | Jan 21, 2021 | 6 | Jan 29, 2021 | 9 | Feb 11, 2021 | 15 |
| -3.15% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -3.09% | Sep 12, 2019 | 14 | Oct 2, 2019 | 9 | Oct 15, 2019 | 23 |
| -3.01% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -2.87% | Jun 6, 2016 | 6 | Jun 14, 2016 | 13 | Jul 1, 2016 | 19 |
| -2.67% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -2.56% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -2.56% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -2.53% | Jun 14, 2021 | 4 | Jun 18, 2021 | 10 | Jul 2, 2021 | 14 |