The total return over the past 12 months is +4.56% vs. +23.67% for the S&P 500. So far it's up +1.55% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (1.88%) | +4.51% | (1.58%) | +1.33% | +1.55% | +0.98% |
| Total Return CAGR | +4.56% | +12.03% | +5.76% | +7.98% | +8.40% | +8.16% |
| Revenue CAGR | +44.23% | +3.20% | +3.92% | +1.85% | +1.32% | +0.65% |
| Net Income CAGR | N/A | +125.14% | +22.49% | +18.48% | +2.24% | +2.78% |
| EPS CAGR | N/A | N/A | N/A | (4.14%) | (2.84%) | (1.60%) |
| Free Cash Flow CAGR | +10.54% | +3.39% | +0.28% | (1.00%) | (0.08%) | (0.28%) |
| Operating Cash Flow CAGR | +10.54% | +3.39% | (1.37%) | (1.00%) | (0.08%) | (0.28%) |
| Dividends CAGR | 0.00% | (4.00%) | +5.84% | +0.73% | +0.75% | +0.98% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Franklin Universal Trust (FT)
| Year | Start price | End price | FT Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $8.00 | $7.83 | +1.55% | +14.00% | (12.45%) |
| 2025 | $7.31 | $8.00 | +16.91% | +17.72% | (0.81%) |
| 2024 | $6.65 | $7.31 | +18.31% | +24.89% | (6.58%) |
| 2023 | $6.73 | $6.65 | +6.54% | +26.19% | (19.65%) |
| 2022 | $8.46 | $6.73 | (13.99%) | (18.17%) | +4.18% |
| 2021 | $7.49 | $8.46 | +20.30% | +28.74% | (8.44%) |
| 2020 | $7.78 | $7.49 | +1.73% | +18.37% | (16.64%) |
| 2019 | $6.35 | $7.78 | +29.17% | +31.22% | (2.05%) |
| 2018 | $7.17 | $6.35 | (6.19%) | (4.56%) | (1.63%) |
| 2017 | $6.68 | $7.17 | +13.25% | +21.70% | (8.45%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
