- ISIN
- US52469H4873
- CUSIP
- 52469H487
- Issuer
- Franklin Templeton
- Inception Date
- Feb 28, 1991
- Category
- Global Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
CFIPX Performance Chart
Franklin Global Equity Fund (CFIPX) is up 10.9% since the beginning of the year. CFIPX is currently trading at $31 per share. Investors who bought $1,000 worth of CFIPX shares 5 years ago would now be looking at an investment worth $1,863.
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Returns By Period
Franklin Global Equity Fund (CFIPX) has returned 10.92% so far this year and 24.88% over the past 12 months. Looking at the last ten years, CFIPX has achieved an annualized return of 13.97%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
Franklin Global Equity Fund
- 1D
- 1.59%
- 1M
- 1.46%
- 6M
- 8.38%
- YTD
- 10.92%
- 1Y
- 24.88%
- 3Y*
- 21.39%
- 5Y*
- 13.25%
- 10Y*
- 13.97%
- ALL TIME*
- 6.57%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
CFIPX Monthly Returns History
Based on dividend-adjusted daily data since Feb 28, 1991, CFIPX's average daily return is +0.03%, while the average monthly return is +0.63%. At this rate, an investment would double in approximately 9.2 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% | -5.03% | 7.15% | 4.57% | 0.06% | 1.23% | 10.92% | |||||
| 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 0.57%, beta of 0.73, and R2 of 0.54 versus S&P 500 Index. Calculated based on daily prices since February 28, 1991.
- This fund participated in 93.72% of S&P 500 Index downside but only 83.87% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.57%
- Beta
- 0.73
- R²
- 0.54
- Upside Capture
- 83.87%
- Downside Capture
- 93.72%
Expense Ratio
CFIPX has a high expense ratio of 1.30%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
CFIPX ranks 78 for risk / return — above 78% of mutual funds peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Franklin Global Equity Fund (CFIPX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CFIPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.25 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.80 | 2.00 | +0.80 |
| Martin ratioReturn relative to average drawdown | 12.49 | 8.49 | +3.99 |
Dividends
Dividend History
Franklin Global Equity Fund provided a 5.78% 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 | 5.78% | 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 | $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.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-62.70%Mar 2003 | 3y 5d | 3y 8mo | 6y 8moMar 2000 - Nov 2006 | — |
-60.56%Mar 2009 | 1y 4mo | 5y 2mo | 6y 6moNov 2007 - May 2014 | Financial crisis2007–2009 |
-33.98%Mar 2020 | 1mo 9d | 5mo 4d | 6mo 13dFeb 2020 - Aug 2020 | COVID crash2020 |
-29.34%Oct 1998 | 2y 5mo | 1y 1mo | 3y 6moApr 1996 - Nov 1999 | — |
-24.44%Sep 2022 | 8mo 20d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 | Bear market2022 |
Drawdown Indicators
| CFIPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.70% | -56.78% | -5.92% |
Max Drawdown (1Y)Largest decline over 1 year | -8.28% | -9.10% | +0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -17.20% | -18.90% | +1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -24.44% | -25.43% | +0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -33.98% | -33.92% | -0.06% |
Current DrawdownCurrent decline from peak | 0.00% | -1.58% | +1.58% |
Average DrawdownAverage peak-to-trough decline | -16.35% | -10.70% | -5.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 2.14% | -0.28% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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