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FKUSX vs. FRDPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FKUSX vs. FRDPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin U.S. Government Securities Fund (FKUSX) and Franklin Rising Dividends Fund (FRDPX). The values are adjusted to include any dividend payments, if applicable.

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FKUSX vs. FRDPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FKUSX
Franklin U.S. Government Securities Fund
-0.01%6.12%0.42%4.37%-10.32%-2.06%3.47%5.42%0.28%0.75%
FRDPX
Franklin Rising Dividends Fund
-2.58%11.96%10.92%12.10%-10.69%26.62%16.29%29.83%-5.27%17.33%

Returns By Period

In the year-to-date period, FKUSX achieves a -0.01% return, which is significantly higher than FRDPX's -2.58% return. Over the past 10 years, FKUSX has underperformed FRDPX with an annualized return of 0.68%, while FRDPX has yielded a comparatively higher 10.76% annualized return.


FKUSX

1D
0.59%
1M
-2.10%
YTD
-0.01%
6M
1.24%
1Y
4.22%
3Y*
2.82%
5Y*
-0.29%
10Y*
0.68%

FRDPX

1D
2.10%
1M
-5.11%
YTD
-2.58%
6M
-1.99%
1Y
10.60%
3Y*
9.38%
5Y*
7.87%
10Y*
10.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FKUSX vs. FRDPX - Expense Ratio Comparison

FKUSX has a 0.76% expense ratio, which is lower than FRDPX's 0.85% expense ratio.


Return for Risk

FKUSX vs. FRDPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FKUSX
FKUSX Risk / Return Rank: 5151
Overall Rank
FKUSX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
FKUSX Sortino Ratio Rank: 4545
Sortino Ratio Rank
FKUSX Omega Ratio Rank: 3939
Omega Ratio Rank
FKUSX Calmar Ratio Rank: 7777
Calmar Ratio Rank
FKUSX Martin Ratio Rank: 4949
Martin Ratio Rank

FRDPX
FRDPX Risk / Return Rank: 3636
Overall Rank
FRDPX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
FRDPX Sortino Ratio Rank: 3030
Sortino Ratio Rank
FRDPX Omega Ratio Rank: 2828
Omega Ratio Rank
FRDPX Calmar Ratio Rank: 4242
Calmar Ratio Rank
FRDPX Martin Ratio Rank: 5151
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FKUSX vs. FRDPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Government Securities Fund (FKUSX) and Franklin Rising Dividends Fund (FRDPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FKUSXFRDPXDifference

Sharpe ratio

Return per unit of total volatility

0.94

0.70

+0.24

Sortino ratio

Return per unit of downside risk

1.34

1.14

+0.21

Omega ratio

Gain probability vs. loss probability

1.18

1.16

+0.02

Calmar ratio

Return relative to maximum drawdown

1.81

1.12

+0.69

Martin ratio

Return relative to average drawdown

4.86

5.15

-0.30

FKUSX vs. FRDPX - Sharpe Ratio Comparison

The current FKUSX Sharpe Ratio is 0.94, which is higher than the FRDPX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of FKUSX and FRDPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FKUSXFRDPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.94

0.70

+0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.05

0.51

-0.56

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.15

0.63

-0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.60

-0.18

Correlation

The correlation between FKUSX and FRDPX is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

FKUSX vs. FRDPX - Dividend Comparison

FKUSX's dividend yield for the trailing twelve months is around 3.15%, less than FRDPX's 10.52% yield.


TTM20252024202320222021202020192018201720162015
FKUSX
Franklin U.S. Government Securities Fund
3.15%2.56%3.42%3.04%2.83%2.33%2.60%2.92%3.13%3.07%3.13%3.32%
FRDPX
Franklin Rising Dividends Fund
10.52%10.25%10.15%4.60%4.96%4.42%0.82%3.01%5.20%0.90%3.09%5.30%

Drawdowns

FKUSX vs. FRDPX - Drawdown Comparison

The maximum FKUSX drawdown since its inception was -34.52%, smaller than the maximum FRDPX drawdown of -51.57%. Use the drawdown chart below to compare losses from any high point for FKUSX and FRDPX.


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Drawdown Indicators


FKUSXFRDPXDifference

Max Drawdown

Largest peak-to-trough decline

-34.52%

-51.57%

+17.05%

Max Drawdown (1Y)

Largest decline over 1 year

-2.67%

-10.54%

+7.87%

Max Drawdown (5Y)

Largest decline over 5 years

-15.81%

-21.07%

+5.26%

Max Drawdown (10Y)

Largest decline over 10 years

-16.47%

-34.89%

+18.42%

Current Drawdown

Current decline from peak

-2.51%

-5.15%

+2.64%

Average Drawdown

Average peak-to-trough decline

-5.16%

-5.84%

+0.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.00%

2.29%

-1.29%

Volatility

FKUSX vs. FRDPX - Volatility Comparison

The current volatility for Franklin U.S. Government Securities Fund (FKUSX) is 1.90%, while Franklin Rising Dividends Fund (FRDPX) has a volatility of 4.22%. This indicates that FKUSX experiences smaller price fluctuations and is considered to be less risky than FRDPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FKUSXFRDPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.90%

4.22%

-2.32%

Volatility (6M)

Calculated over the trailing 6-month period

2.80%

7.78%

-4.98%

Volatility (1Y)

Calculated over the trailing 1-year period

4.51%

15.33%

-10.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.87%

15.39%

-9.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.43%

17.17%

-12.74%