Franklin Global Equity Fund (CFIPX)
The fund invests primarily in the common stock of U.S. and non-U.S. issuers. Under normal circumstances, it invests at least 80% of its assets in equity and equity-related securities. Equity securities include exchange-traded and over-the-counter (OTC) common and preferred stocks, warrants and rights, securities convertible into common stocks, and securities of other investment companies and of real estate investment trusts ("REITs").
Fund Info
US52469H4873
52469H487
Feb 28, 1991
$1,000
Large-Cap
Blend
Expense Ratio
CFIPX has a high expense ratio of 1.30%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Franklin Global Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Franklin Global Equity Fund had a return of 0.21% year-to-date (YTD) and 20.57% in the last 12 months. Over the past 10 years, Franklin Global Equity Fund had an annualized return of 7.71%, while the S&P 500 had an annualized return of 11.24%, indicating that Franklin Global Equity Fund did not perform as well as the benchmark.
CFIPX
0.21%
-5.42%
-0.16%
20.57%
9.21%
7.71%
^GSPC (Benchmark)
-0.66%
-3.44%
3.10%
22.14%
12.04%
11.24%
Monthly Returns
The table below presents the monthly returns of CFIPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.37% | 6.17% | 3.81% | -4.20% | 6.34% | 1.85% | 1.01% | 2.38% | 1.39% | -1.37% | 5.83% | -5.58% | 20.97% |
| 2023 | 7.39% | -2.35% | 1.95% | 0.96% | -1.56% | 6.05% | 3.68% | -2.01% | -2.99% | -1.79% | 7.93% | 4.50% | 23.03% |
| 2022 | -3.36% | -2.43% | 1.42% | -6.92% | 0.86% | -9.88% | 8.54% | -4.10% | -9.34% | 8.42% | 7.18% | -8.50% | -18.81% |
| 2021 | -0.16% | 3.07% | 5.37% | 4.44% | 2.32% | 0.61% | 0.42% | 2.20% | -4.21% | 4.96% | -1.41% | -3.07% | 14.96% |
| 2020 | -2.77% | -7.91% | -12.99% | 11.29% | 5.18% | 2.43% | 4.55% | 5.86% | -3.93% | -2.91% | 12.32% | 4.65% | 13.34% |
| 2019 | 9.53% | 2.18% | -0.44% | 2.58% | -8.15% | 7.01% | 0.56% | -3.91% | 4.00% | 2.86% | 2.47% | -3.19% | 15.20% |
| 2018 | 5.16% | -4.31% | -2.28% | 0.70% | 0.23% | -1.10% | 2.63% | 1.71% | 0.67% | -7.28% | -0.12% | -13.18% | -17.06% |
| 2017 | 1.69% | 2.91% | 0.87% | 1.40% | 0.46% | 1.31% | 3.88% | 0.50% | 2.17% | 2.85% | 2.30% | 1.19% | 23.69% |
| 2016 | -6.27% | -1.11% | 6.44% | 0.30% | 0.90% | -2.09% | 4.66% | 0.73% | 0.43% | -1.15% | 3.28% | 1.89% | 7.67% |
| 2015 | -0.46% | 6.01% | -0.51% | 1.46% | 1.37% | -2.27% | 1.53% | -6.16% | -2.52% | 7.36% | 0.29% | -1.56% | 3.87% |
| 2014 | -3.22% | 4.86% | -0.16% | 0.00% | 2.20% | 1.36% | -0.79% | 3.09% | -1.54% | 1.25% | 2.39% | -0.81% | 8.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 85, CFIPX is among the top 15% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Franklin Global Equity Fund (CFIPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Franklin Global Equity Fund provided a 0.66% dividend yield over the last twelve months, with an annual payout of $0.16 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.16 | $0.16 | $0.20 | $0.31 | $0.17 | $0.13 | $0.19 | $0.20 | $0.13 | $0.22 | $0.14 | $0.13 |
Dividend yield | 0.66% | 0.66% | 0.99% | 1.85% | 0.82% | 0.73% | 1.19% | 1.43% | 0.77% | 1.52% | 1.01% | 1.02% |
Monthly Dividends
The table displays the monthly dividend distributions for Franklin Global Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | |||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2014 | $0.13 | $0.13 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Franklin Global Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Franklin Global Equity Fund was 66.61%, occurring on Mar 9, 2009. Recovery took 1952 trading sessions.
The current Franklin Global Equity Fund drawdown is 7.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.61% | Mar 7, 2000 | 2257 | Mar 9, 2009 | 1952 | Dec 7, 2016 | 4209 |
| -40.15% | Jan 29, 2018 | 541 | Mar 23, 2020 | 194 | Dec 28, 2020 | 735 |
| -29.03% | Apr 30, 1996 | 635 | Oct 5, 1998 | 283 | Nov 4, 1999 | 918 |
| -28.65% | Nov 19, 2021 | 217 | Sep 30, 2022 | 349 | Feb 22, 2024 | 566 |
| -22.7% | Feb 3, 1994 | 259 | Jan 31, 1995 | 243 | Jan 5, 1996 | 502 |
Volatility
Volatility Chart
The current Franklin Global Equity Fund volatility is 5.34%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.