Franklin Universal Trust (FT) Return on Assets (ROA): 23.25%
Is Franklin Universal Trust’s return on assets (ROA) high or low?
Franklin Universal Trust's return on assets (ROA) of 23.25% is 446% above its 5-year average of 4.26%, near the high end of its 5-year range (-2.74%–23.25%).
As of Thursday, June 25, 2026. 134.61% above its 12-month average of 9.91%.
FT Return on Assets (ROA) Chart
Reported annual fiscal-period values; no daily interpolation.
FT Average Return on Assets (ROA) Chart
FT Current vs Average Return on Assets (ROA) Chart
FT Return on Assets (ROA) Metrics
RETURN ON ASSETS (ROA)
23.25%
RETURN ON ASSETS (ROA) AVG TTM
9.91%
RETURN ON ASSETS (ROA) AVG 3Y
3.89%
RETURN ON ASSETS (ROA) AVG 5Y
4.26%
RETURN ON ASSETS (ROA) AVG 10Y
4.23%
RETURN ON ASSETS (ROA) AVG 15Y
6.12%
RETURN ON ASSETS (ROA) AVG 20Y
5.39%
CURRENT VS TTM AVG
+134.61%
CURRENT VS 3Y AVG
+498.07%
CURRENT VS 5Y AVG
+445.99%
CURRENT VS 10Y AVG
+449.65%
CURRENT VS 15Y AVG
+280.10%
CURRENT VS 20Y AVG
+331.35%
FT Competitors' Return on Assets (ROA)
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Franklin Universal Trust (FT) | $200.80M | 23.25% | 9.91% | 3.89% | 4.26% |
| DeFi Technologies Inc. (DEFT)vs › | $162.78M | 7.87% | 2.31% | -8.46% | -3.48% |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $157.31M | N/A | N/A | N/A | N/A |
| Global X - MSCI Colombia ETF (COLO)vs › | $125.16M | N/A | N/A | N/A | N/A |
| Isabella Bank Corporation (ISBA)vs › | $293.16M | 0.89% | 0.77% | 0.88% | 0.84% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $315.84M | 6.25% | 5.37% | 4.77% | 3.94% |
| CYBER HORNET S&P 500 and Bitcoin 75/25 Strategy ETF (ZZZ)vs › | $5.89M | N/A | N/A | N/A | N/A |
| Lufax Holding Ltd (LU)vs › | $532.47M | -1.59% | -0.98% | 0.63% | 2.30% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $650.40M | N/A | N/A | N/A | N/A |
| HIVE Digital Technologies Ltd. (HIVE)vs › | $1.11B | -23.23% | -11.89% | -33.91% | -17.41% |
Asset Efficiency
ROA
23.3%
ROE
29.4%
Franklin Universal Trust Return on Assets (ROA) Formula & Definition
ROA = Net Income / Total Assets
Return on assets measures how efficiently a company generates profit from its total assets.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Franklin Universal Trust Return on Assets (ROA) FAQ
- What is the return on assets (ROA) for Franklin Universal Trust (FT)?
- The return on assets (ROA) for FT stock is 23.25%.
- Is Franklin Universal Trust's return on assets (ROA) high or low?
- Franklin Universal Trust's return on assets (ROA) of 23.25% is 446% above its 5-year average of 4.26%, near the high end of its 5-year range (-2.74%–23.25%).
- What is the TTM average return on assets (ROA) for Franklin Universal Trust (FT)?
- The TTM average return on assets (ROA) for FT stock is 9.91%.
- What is the 3Y average return on assets (ROA) for Franklin Universal Trust (FT)?
- The 3Y average return on assets (ROA) for FT stock is 3.89%.
- What is the 5Y average return on assets (ROA) for Franklin Universal Trust (FT)?
- The 5Y average return on assets (ROA) for FT stock is 4.26%.
- What is the 10Y average return on assets (ROA) for Franklin Universal Trust (FT)?
- The 10Y average return on assets (ROA) for FT stock is 4.23%.
- What is the 15Y average return on assets (ROA) for Franklin Universal Trust (FT)?
- The 15Y average return on assets (ROA) for FT stock is 6.12%.
- What is the 20Y average return on assets (ROA) for Franklin Universal Trust (FT)?
- The 20Y average return on assets (ROA) for FT stock is 5.39%.
Franklin Universal Trust Return on Assets (ROA) History
| DATE | RETURN ON ASSETS (ROA) |
|---|---|
| 2025-08-31 | 7.03% |
| 2024-08-31 | 12.79% |
| 2023-08-31 | -1.53% |
| 2022-08-31 | -2.74% |
| 2021-08-31 | 10.56% |
| 2020-08-31 | -0.56% |
| 2019-08-31 | 8.55% |
| 2018-08-31 | 1.30% |
| 2017-08-31 | 8.93% |
| 2016-08-31 | 10.12% |
| 2015-08-31 | -7.92% |
| 2014-08-31 | 11.19% |
| 2013-08-31 | 5.75% |
| 2012-08-31 | 11.42% |
| 2011-08-31 | 8.84% |
| 2010-08-31 | 14.14% |
| 2009-08-31 | -8.58% |
| 2008-08-31 | -0.08% |
| 2007-08-31 | 8.11% |
| 2006-08-31 | 4.44% |
| 2005-08-31 | 11.43% |
| 2004-08-31 | 13.74% |
| 2003-08-31 | 13.48% |
| 2002-08-31 | -19.20% |
| 2001-08-31 | -0.89% |
Related Metrics
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.