FKUTX vs. GBAB

In the year-to-date period, FKUTX achieves a 5.39% return, which is significantly higher than GBAB's 3.62% return. Over the past 10 years, FKUTX has outperformed GBAB with an annualized return of 9.57%, while GBAB has yielded a comparatively lower 4.19% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Franklin Utilities Fund (FKUTX) and Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB). 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.

The current FKUTX Sharpe Ratio is 1.15, which is higher than the GBAB Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of FKUTX and GBAB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FKUTX's dividend yield for the trailing twelve months is around 8.69%, less than GBAB's 9.90% yield.

The maximum FKUTX drawdown since its inception was -43.58%, which is greater than GBAB's maximum drawdown of -35.81%. Use the drawdown chart below to compare losses from any high point for FKUTX and GBAB. For additional features, visit the drawdowns tool.

Franklin Utilities Fund (FKUTX) has a higher volatility of 4.78% compared to Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (GBAB) at 3.95%. This indicates that FKUTX's price experiences larger fluctuations and is considered to be riskier than GBAB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.