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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.
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Returns By Period
Franklin Global Equity Fund (CFIPX) has returned -5.00% so far this year and 19.21% over the past 12 months. Over the last decade, CFIPX has posted an annualized return of 12.61%, slightly higher than the S&P 500 Index benchmark’s 12.16%.
Franklin Global Equity Fund
- 1D
- -0.33%
- 1M
- -7.68%
- YTD
- -5.00%
- 6M
- -1.63%
- 1Y
- 19.21%
- 3Y*
- 18.74%
- 5Y*
- 11.49%
- 10Y*
- 12.61%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Feb 28, 1991, CFIPX's average daily return is +0.03%, while the average monthly return is +0.60%. At this rate, your investment would double in approximately 9.7 years.
Historically, 61% of months were positive and 39% were negative. The best month was Nov 2006 with a return of +26.3%, while the worst month was Oct 2008 at -19.2%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 7 months.
On a daily basis, CFIPX closed higher 51% of trading days. The best single day was Nov 30, 2006 with a return of +23.3%, while the worst single day was Mar 16, 2020 at -10.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.34% | 0.55% | -7.68% | -5.00% | |||||||||
| 2025 | 3.69% | -1.31% | -4.05% | 1.38% | 5.94% | 3.77% | 0.82% | 3.16% | 4.54% | 1.41% | 1.02% | 1.07% | 23.21% |
| 2024 | 2.37% | 6.17% | 3.81% | -4.20% | 6.34% | 1.85% | 1.01% | 2.38% | 1.39% | -1.37% | 5.83% | -3.00% | 24.28% |
| 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% | -5.73% | -16.36% |
| 2021 | -0.16% | 3.07% | 5.37% | 4.44% | 2.32% | 0.61% | 0.42% | 2.20% | -4.21% | 4.96% | -1.41% | 5.20% | 24.76% |
Benchmark Metrics
Franklin Global Equity Fund has an annualized alpha of 0.47%, beta of 0.73, and R² of 0.54 versus S&P 500 Index. Calculated based on daily prices since March 01, 1991.
- This fund participated in 94.25% of S&P 500 Index downside but only 84.10% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- 0.47%
- Beta
- 0.73
- R²
- 0.54
- Upside Capture
- 84.10%
- Downside Capture
- 94.25%
Expense Ratio
CFIPX has a high expense ratio of 1.30%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
CFIPX ranks 67 for risk / return — better than 67% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Franklin Global Equity Fund (CFIPX) and compare them to a chosen benchmark (S&P 500 Index).
| CFIPX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.90 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.39 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.40 | +0.08 |
Martin ratioReturn relative to average drawdown | 7.64 | 6.61 | +1.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore CFIPX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Franklin Global Equity Fund provided a 6.75% dividend yield over the last twelve months, with an annual payout of $1.81 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.81 | $1.81 | $0.85 | $0.20 | $0.83 | $1.88 | $0.13 | $2.16 | $1.12 | $0.13 | $0.22 | $0.14 |
Dividend yield | 6.75% | 6.41% | 3.49% | 0.99% | 4.99% | 8.99% | 0.73% | 13.31% | 7.86% | 0.77% | 1.52% | 1.01% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.81 | $1.81 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.85 | $0.85 |
| 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 | $0.83 | $0.83 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.88 | $1.88 |
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.
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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 62.70%, occurring on Mar 12, 2003. Recovery took 939 trading sessions.
The current Franklin Global Equity Fund drawdown is 8.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.7% | Mar 7, 2000 | 756 | Mar 12, 2003 | 939 | Nov 30, 2006 | 1695 |
| -60.56% | Nov 1, 2007 | 339 | Mar 9, 2009 | 1312 | May 23, 2014 | 1651 |
| -33.98% | Feb 13, 2020 | 27 | Mar 23, 2020 | 107 | Aug 24, 2020 | 134 |
| -29.34% | Apr 30, 1996 | 615 | Oct 5, 1998 | 279 | Nov 11, 1999 | 894 |
| -24.44% | Jan 13, 2022 | 180 | Sep 30, 2022 | 302 | Dec 13, 2023 | 482 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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