FKUTX vs. GLD

The year-to-date returns for both investments are quite close, with FKUTX having a 24.60% return and GLD slightly higher at 25.16%. Over the past 10 years, FKUTX has underperformed GLD with an annualized return of 5.64%, while GLD has yielded a comparatively higher 7.64% annualized return.

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FKUTX has a 0.72% expense ratio, which is higher than GLD's 0.40% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Franklin Utilities Fund (FKUTX) and SPDR Gold Trust (GLD). 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 1.32, which is comparable to the GLD Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of FKUTX and GLD, 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 2.14%, while GLD has not paid dividends to shareholders.

The maximum FKUTX drawdown since its inception was -44.54%, roughly equal to the maximum GLD drawdown of -45.56%. Use the drawdown chart below to compare losses from any high point for FKUTX and GLD. For additional features, visit the drawdowns tool.

The current volatility for Franklin Utilities Fund (FKUTX) is 4.27%, while SPDR Gold Trust (GLD) has a volatility of 5.21%. This indicates that FKUTX experiences smaller price fluctuations and is considered to be less risky than GLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.