Performance analysis of Franklin Financial Services (FRAF)
Annual Return
Over the past 3 years, FRAF has had an average annual return of +34.01%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, FRAF has had an average annual return of +18.58%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, FRAF has had an average annual return of +14.42%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jan 2, 2001, FRAF has had an average annual return of +9.95%, outperforming the benchmark SPY, which returned +9.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +28.12% | +73.49% | -1.34% | -8.73% | +13.46% | +27.45% | -27.05% | +26.80% | -13.13% | +34.39% | +26.02% | +10.22% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +33.30% | +27.44% | +19.76% | -29.23% | +19.04% | -4.64% | -23.34% | -4.95% | +12.32% | -3.87% | -18.42% | +32.26% |
| 2002 | 2001 | ||||||||||
| +14.28% | +64% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.61% | +1.61% | -0.78% | +10.32% | +3.77% | +7.69% | +1.44% | +28.12% | |||||
| 2025 | +15.68% | +9.92% | -5.94% | +8.89% | +0.34% | -9.83% | +16.10% | +17.15% | -1.50% | -1.52% | +18.97% | -6.19% | +73.49% |
| 2024 | +3.45% | -18.60% | -0.42% | +15.53% | -12.17% | +7.53% | +18.42% | -4.26% | -5.10% | +8.46% | +4.19% | -11.33% | -1.34% |
| 2023 | -7.90% | -0.65% | -9.41% | -2.09% | -9.40% | +6.90% | +6.60% | -0.93% | -1.66% | +12.28% | +5.30% | -5.43% | -8.73% |
| 2022 | +0.62% | +1.01% | +1.23% | -3.88% | -5.06% | -1.02% | +9.14% | -1.87% | -1.31% | +3.01% | -4.32% | +17.21% | +13.46% |
| 2021 | -0.07% | +2.71% | +13.55% | -3.30% | +2.45% | +4.48% | +5.70% | -5.16% | +0.19% | +2.30% | +1.61% | +1.21% | +27.45% |
| 2020 | -5.61% | -14.37% | -11.51% | +6.38% | -13.50% | +3.60% | -6.87% | +0.02% | -10.32% | +2.90% | +30.99% | -4.99% | -27.05% |
| 2019 | +15.46% | +1.66% | -1.91% | +6.11% | +0.25% | +0.32% | -4.25% | -12.76% | +12.57% | +1.52% | +4.72% | +3.23% | +26.80% |
| 2018 | -1.23% | -6.60% | +6.72% | -1.48% | +2.16% | -6.16% | +0.15% | +3.73% | -1.50% | -2.22% | -2.17% | -4.55% | -13.13% |
| 2017 | +2.80% | +2.94% | +1.33% | +1.02% | +1.07% | +3.73% | +4.69% | +1.17% | +4.16% | +8.42% | -0.69% | -0.37% | +34.39% |
Drawdown analysis of Franklin Financial Services (FRAF)
The maximum drawdown for the FRAF was -51.26%, occurring on Mar 4, 2009. Recovery took 1434 trading sessions.
The current FRAF drawdown is -0.78%.
Since Jan 2, 2001 FRAF has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.26% | May 19, 2004 | 1199 | Mar 4, 2009 | 1434 | Nov 12, 2014 | 2633 |
| -44.30% | Dec 20, 2019 | 191 | Sep 24, 2020 | 570 | Dec 29, 2022 | 761 |
| -30.98% | Dec 30, 2022 | 85 | May 4, 2023 | 130 | Nov 8, 2023 | 215 |
| -25.51% | Nov 8, 2023 | 65 | Feb 13, 2024 | 185 | Nov 6, 2024 | 250 |
| -20.56% | Nov 15, 2017 | 275 | Dec 20, 2018 | 29 | Feb 4, 2019 | 304 |
| -19.70% | Jul 8, 2019 | 43 | Sep 6, 2019 | 74 | Dec 20, 2019 | 117 |
| -18.53% | Apr 30, 2015 | 198 | Feb 11, 2016 | 142 | Sep 2, 2016 | 340 |
| -17.17% | Dec 10, 2024 | 20 | Jan 10, 2025 | 13 | Jan 30, 2025 | 33 |
| -16.28% | Dec 18, 2025 | 32 | Feb 5, 2026 | 43 | Apr 9, 2026 | 75 |
| -13.51% | Apr 23, 2025 | 39 | Jun 18, 2025 | 20 | Jul 18, 2025 | 59 |
| -12.17% | Feb 19, 2025 | 34 | Apr 8, 2025 | 8 | Apr 21, 2025 | 42 |
| -10.63% | Sep 19, 2025 | 19 | Oct 16, 2025 | 18 | Nov 11, 2025 | 37 |
| -9.87% | Nov 24, 2014 | 30 | Jan 8, 2015 | 41 | Mar 10, 2015 | 71 |
| -8.57% | Jul 23, 2025 | 10 | Aug 6, 2025 | 4 | Aug 12, 2025 | 14 |
| -8.53% | May 31, 2002 | 14 | Jun 20, 2002 | 188 | Mar 20, 2003 | 202 |
| -6.99% | May 8, 2026 | 5 | May 15, 2026 | 7 | May 27, 2026 | 12 |
| -6.94% | Mar 13, 2001 | 10 | Mar 27, 2001 | 28 | May 7, 2001 | 38 |
| -6.63% | Jun 19, 2019 | 4 | Jun 25, 2019 | 8 | Jul 8, 2019 | 12 |
| -5.96% | Feb 8, 2019 | 9 | Feb 25, 2019 | 44 | Apr 30, 2019 | 53 |
| -5.94% | Jul 1, 2003 | 5 | Jul 9, 2003 | 48 | Sep 16, 2003 | 53 |
| -5.88% | Apr 28, 2026 | 1 | Apr 29, 2026 | 7 | May 8, 2026 | 8 |
| -5.36% | Jun 19, 2003 | 2 | Jun 23, 2003 | 4 | Jun 27, 2003 | 6 |
| -5.33% | Jun 4, 2003 | 3 | Jun 9, 2003 | 8 | Jun 19, 2003 | 11 |
| -4.93% | May 27, 2026 | 5 | Jun 3, 2026 | 3 | Jun 8, 2026 | 8 |
| -4.72% | Jun 29, 2026 | 6 | Jul 8, 2026 | Ongoing | Ongoing | Ongoing |