Franklin Universal Trust (FT)

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The chart shows the growth of an initial investment of $10,000 in Franklin Universal Trust, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Franklin Universal Trust (FT) has returned 1.71% so far this year and 13.54% over the past 12 months. Over the last ten years, FT has returned 9.23% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 30, 1989, FT's average daily return is +0.03%, while the average monthly return is +0.58%. At this rate, your investment would double in approximately 10.0 years.

Historically, 60% of months were positive and 40% were negative. The best month was Aug 2002 with a return of +18.2%, while the worst month was Jun 2002 at -24.2%. The longest winning streak lasted 19 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FT closed higher 43% of trading days. The best single day was Oct 13, 2008 with a return of +12.2%, while the worst single day was Mar 18, 2020 at -15.3%.

Franklin Universal Trust has an annualized alpha of 3.80%, beta of 0.38, and R² of 0.13 versus S&P 500 Index. Calculated based on daily prices since July 03, 1989.

• This stock participated in 60.62% of S&P 500 Index downside but only 55.37% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.38 may look defensive, but with R² of 0.13 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.13 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

FT ranks 76 for risk / return — better than 76% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Franklin Universal Trust (FT) and compare them to a chosen benchmark (S&P 500 Index).

Franklin Universal Trust provided a 6.37% dividend yield over the last twelve months, with an annual payout of $0.51 per share. The company has been increasing its dividends for 2 consecutive years.

The table displays the monthly dividend distributions for Franklin Universal Trust. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Franklin Universal Trust. 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 Universal Trust was 54.80%, occurring on Nov 20, 2008. Recovery took 323 trading sessions.

The current Franklin Universal Trust drawdown is 2.86%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Franklin Universal Trust over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Franklin Universal Trust is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.