Franklin Universal Trust (FT) Metrics: History & Chart

Franklin Universal Trust (FT)FTFranklin Universal Trust

About Franklin Universal Trust

Established on September 23, 1988, Franklin Universal Trust operates as a U.S.-domiciled, closed-end balanced mutual fund. It was initiated by Franklin Resources, Inc. and is actively managed by Franklin Advisers, Inc. The fund directs its capital towards the public equity and fixed income markets throughout the United States, specifically focusing its equity investments on the utility sector. Employing fundamental analysis, it constructs a diverse portfolio comprising corporate debt instruments and dividend-yielding utility stocks. For performance evaluation, the trust measures its equity holdings against the S&P 500 Electric Utilities Index, while its fixed income components are benchmarked against the Credit Suisse High Yield.

San Mateo, CA

www.franklintempleton.com/investments/options/mutual-funds

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Rupert Harris Johnson Jr.

View full financials

Third-Party DCF Estimate (FMP)	N/A
Price Gap vs Third-Party Estimate	N/A

7D Total Return	-1.14%
30D Total Return	-2.58%
YTD Total Return	+1.55%
1Y Total Return	+4.55%
3Y Total Return	+40.61%
5Y Total Return	+32.31%
10Y Total Return	+115.49%
15Y Total Return	+235.30%
20Y Total Return	+380.10%

2026	+1.55%
2025	+16.91%
2024	+18.31%
2023	+6.54%
2022	-13.99%
2021	+20.30%
2020

CAGR TTM	+4.56%
CAGR 3Y	+12.03%
CAGR 5Y	+5.76%
CAGR 10Y	+7.98%
CAGR 15Y	+8.40%
CAGR 20Y	+8.16%

PE Ratio	2.92
PE Ratio Avg TTM	3.47
PE Ratio Avg 3Y	4.32
Current VS TTM Avg	-15.94%
Current VS 3Y Avg	-32.37%
Current VS 5Y Avg	-48.08%

All Metrics

FT Valuation Metrics

FT Stock Price Metrics

FT Dividend Metrics

FT Growth Rate Metrics

FT Discounted Cash Flow Metrics

FT Returns By Period

FT Yearly Returns

FT Average Annual Returns By Period (CAGR)

FT Revenue Metrics

FT PE Ratio Metrics

FT PS Ratio Metrics

FT PB Ratio Metrics

FT Debt to Equity Ratio Metrics

FT PEG Ratio Metrics

FT Earnings Yield

FT Current Ratio Metrics

FT Quick Ratio Metrics

FT ROIC Metrics

FT Return on Assets Metrics

FT Return on Equity Metrics

FT Net Profit Margin Metrics

FT Gross Profit Margin Metrics

FT Tax Rate Metrics

PS Ratio	5.27
PS Ratio Avg TTM	5.52
PS Ratio Avg 3Y	5.93
Current VS TTM Avg	-4.50%
Current VS 3Y Avg	-11.15%
Current VS 5Y Avg	-8.42%

PB Ratio	0.86
PB Ratio Avg TTM	0.92
PB Ratio Avg 3Y	0.91
Current VS TTM Avg	-6.94%
Current VS 3Y Avg	-5.69%
Current VS 5Y Avg	-5.56%

Debt/Equity Ratio	0.26
Debt/Equity Ratio Avg TTM	0.28
Debt/Equity Ratio Avg 3Y	0.31
Current VS TTM Avg	-5.26%
Current VS 3Y Avg	-13.99%
Current VS 5Y Avg	-13.89%

PEG Ratio	N/A
PEG Ratio Avg TTM	0.58
PEG Ratio Avg 3Y	0.75
Current VS TTM Avg	N/A
Current VS 3Y Avg	N/A
Current VS 5Y Avg	N/A

Earnings Yield	34.25%
Earnings Yield Avg TTM	29.26%
Earnings Yield Avg 3Y	24.04%
Current VS TTM Avg	+17.07%
Current VS 3Y Avg	+42.48%
Current VS 5Y Avg	+92.31%

Current Ratio	13.85
Current Ratio Avg TTM	10.80
Current Ratio Avg 3Y	6.84
Current VS TTM Avg	+28.31%
Current VS 3Y Avg	+102.40%
Current VS 5Y Avg	+144.47%

Quick Ratio	13.85
Quick Ratio Avg TTM	10.80
Quick Ratio Avg 3Y	5.57
Current VS TTM Avg	+28.31%
Current VS 3Y Avg	+148.76%
Current VS 5Y Avg	+185.34%

ROIC	8.38%
ROIC Avg 3Y	4.68%
ROIC Avg 5Y	4.95%
Current VS 3Y Avg	+79.06%
Current VS 5Y Avg	+69.35%
Current VS 10Y Avg	+53.99%

ROA	23.25%
ROA Avg TTM	9.91%
ROA Avg 3Y	3.89%
Current VS TTM Avg	+134.61%
Current VS 3Y Avg	+498.07%
Current VS 5Y Avg	+445.99%

ROE	29.45%
ROE Avg TTM	12.80%
ROE Avg 3Y	4.97%
Current VS TTM Avg	+130.08%
Current VS 3Y Avg	+492.56%
Current VS 5Y Avg	+437.08%

Net Profit Margin	243.88%
Net Profit Margin Avg TTM	156.74%
Net Profit Margin Avg 3Y	110.36%
Current VS TTM Avg	+55.60%
Current VS 3Y Avg	+121.00%
Current VS 5Y Avg	+164.07%

Gross Profit Margin	85.43%
Gross Pft Margin Avg TTM	86.13%
Gross Pft Margin Avg 3Y	85.12%
Current VS TTM Avg	-0.82%
Current VS 3Y Avg	+0.36%
Current VS 5Y Avg	-0.31%

Tax Rate	0.00%
Tax Rate Avg 3Y	0.00%
Tax Rate Avg 5Y	0.00%
Current VS 3Y Avg	N/A
Current VS 5Y Avg	N/A
Current VS 10Y Avg	N/A