Franklin Universal Trust (FT) Price CAGR:6.11%(TTM)
Over the latest trailing 12-month period, Franklin Universal Trust (FT)'s price cagr is +6.11%. The comparable SPY value is +22.25%. Year-to-date price return is -0.37%. Price CAGR uses adjusted close price history and excludes dividends.
Over longer horizons, Franklin Universal Trust's Price CAGR averages 6.20% over 3 years and -0.52% over 5 years. The price CAGR (Compound Annual Growth Rate) shows how Franklin Universal Trust's stock price has grown over various time periods. This measures pure price appreciation without including dividends.
FT Price CAGR Chart
Franklin Universal Trust (FT)
FT Quarterly Price (YoY)
Price growth vs the same quarter one year earlier, last 20 quarters.
FT Price CAGR History
| Year | Start Price | End Price | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2025 | 6.87 | 7.73 | +0.86 | +12.52% | +12.52% |
| 2024 | 6.72 | 6.87 | +0.15 | +2.23% | +2.23% |
| 2023 | 7.42 | 6.72 | -0.70 | -9.43% | -9.43% |
| 2022 | 8.40 | 7.42 | -0.98 | -11.67% | -11.67% |
| 2021 | 6.74 | 8.40 | +1.66 | +24.63% | +24.63% |
| 2020 | 7.27 | 6.74 | -0.53 | -7.29% | -7.29% |
| 2019 | 6.69 | 7.27 | +0.58 | +8.67% | +8.67% |
| 2018 | 7.08 | 6.69 | -0.39 | -5.51% | -5.51% |
| 2017 | 6.89 | 7.08 | +0.19 | +2.76% | +2.76% |
| 2016 | 6.49 | 6.89 | +0.40 | +6.16% | +6.16% |
| 2015 | 7.48 | 6.49 | -0.99 | -13.24% | -13.24% |
| 2014 | 6.84 | 7.48 | +0.64 | +9.36% | +9.36% |
| 2013 | 7.12 | 6.84 | -0.28 | -3.93% | -3.93% |
| 2012 | 6.55 | 7.12 | +0.57 | +8.70% | +8.70% |
| 2011 | 5.84 | 6.55 | +0.71 | +12.16% | +12.16% |
| 2010 | 4.74 | 5.84 | +1.10 | +23.21% | +23.21% |
| 2009 | 6.42 | 4.74 | -1.68 | -26.17% | -26.17% |
| 2008 | 7.11 | 6.42 | -0.69 | -9.70% | -9.70% |
| 2007 | 6.27 | 7.11 | +0.84 | +13.40% | +13.40% |
| 2006 | 6.18 | 6.27 | +0.09 | +1.46% | +1.46% |
| 2005 | 5.39 | 6.18 | +0.79 | +14.66% | +14.66% |
| 2004 | 5.38 | 5.39 | +0.01 | +0.19% | +0.19% |
| 2003 | 6.28 | 5.38 | -0.90 | -14.33% | -14.33% |
| 2002 | 8.06 | 6.28 | -1.78 | -22.08% | -22.08% |
| 2001 | 7.38 | 8.06 | +0.68 | +9.21% | +9.21% |
| 2000 | 9.31 | 7.38 | -1.93 | -20.73% | -20.73% |
| 1999 | 9.88 | 9.31 | -0.57 | -5.77% | -5.77% |
| 1998 | 9.50 | 9.88 | +0.38 | +4.00% | +4.00% |
| 1997 | 9.00 | 9.50 | +0.50 | +5.56% | +5.56% |
Quarterly Price: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 8 | -0.2% | +6.4% |
| Q1 2026 | 8 | +0.3% | +6.9% |
| Q4 2025 | 8 | -0.2% | +9.8% |
| Q3 2025 | 8 | +6.7% | +5.7% |
| Q2 2025 | 8 | +0.3% | +10.1% |
| Q1 2025 | 7 | +2.9% | +14.9% |
| Q4 2024 | 7 | -4.0% | +11.0% |
| Q3 2024 | 8 | +11.1% | +14.5% |
| Q2 2024 | 7 | +4.6% | +1.5% |
| Q1 2024 | 7 | -0.6% | -7.5% |
| Q4 2023 | 7 | -0.9% | -3.1% |
| Q3 2023 | 7 | -1.5% | -2.9% |
| Q2 2023 | 7 | -4.7% | -8.9% |
| Q1 2023 | 7 | +4.1% | -12.6% |
| Q4 2022 | 7 | -0.7% | -20.0% |
| Q3 2022 | 7 | -7.6% | -15.9% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
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.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Rupert Harris Johnson Jr.