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Franklin Rising Dividends Fund Advisor Class (FRDAX) Sharpe Ratio: 1.06

Mutual Fund · Currency in USD · Last updated Jul 25, 2026

The Franklin Rising Dividends Fund seeks long-term capital appreciation, with preservation of capital as an important secondary consideration. It invests primarily in companies that have consistently increased their dividends over the past eight years, maintain conservative balance sheets and trade at reasonable valuations. Advisor Class shares are offered to fee-based advisory clients and institutional investors with no sales charge.

FRDAX's Sharpe Ratio of 1.06 indicates that for each unit of volatility, it generates 1.06 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 25, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

FRDAX Sharpe Ratio Rank

FRDAX Sharpe Ratio Rank: 33.433
Below Average

FRDAX ranks above 33.4% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Returns may not adequately compensate for volatility taken
  • Consider smaller allocation given below-average risk-adjusted profile
  • Explore higher-ranked investments with better consistency
  • Assess whether the volatility profile aligns with your portfolio goals

FRDAX Sharpe Ratio Market Positioning

The chart shows FRDAX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 0.86 or lower
  • Yellow zone (middle 50%): 0.86 to 1.73
  • Green zone (top 25%): 1.73 or higher
  • Top 1%: 3.74+
  • Median: 1.34 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Franklin Rising Dividends Fund Advisor Class's Sharpe Ratio with other mutual funds in the Dividend category across multiple time periods, showing how FRDAX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 25, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
VIHAXVanguard International High Dividend Yield Index Fund Admiral Shares2.25
SEQAXGuggenheim World Equity Income Fund2.18
EPDPXEuroPac International Dividend Income Fund Class A2.18
AGOCXPGIM Jennison Global Equity Income Fund2.15
CDDYXColumbia Dividend Income Fund Institutional 3 Class2.13
PMAIXPioneer Multi-Asset Income Fund A2.13
SVAAXFederated Hermes Strategic Value Dividend Fund Class A2.13
GSGRXGoldman Sachs Equity Income Fund2.12
OIEJXJPMorgan Equity Income Fund R62.11
DQIRXBNY Mellon Equity Income Fund2.08
FRDAXFranklin Rising Dividends Fund Advisor Class1.06

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows FRDAX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FRDAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does FRDAX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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