Return on Invested Capital (ROIC): 8.38%
Is the return on invested capital (ROIC) high or low?
The return on invested capital (ROIC) of 8.38% is 69% above its 5-year average of 4.95%, near the high end of its 5-year range (-1.79%–12.64%).
As of Thursday, June 25, 2026. 20.27% below its 12-month average of 10.51%.
FT Return on Invested Capital (ROIC) Chart
Annual fiscal-year return on invested capital; no daily interpolation.
FT Average Return on Invested Capital (ROIC) Chart
FT Current vs Average Return on Invested Capital (ROIC) Chart
FT Return on Invested Capital (ROIC) Metrics
RETURN ON INVESTED CAPITAL (ROIC)
8.38%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
10.51%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
4.68%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
4.95%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
5.44%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
5.38%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
5.08%
CURRENT VS TTM AVG
-20.27%
CURRENT VS 3Y AVG
+79.06%
CURRENT VS 5Y AVG
+69.35%
CURRENT VS 10Y AVG
+53.99%
CURRENT VS 15Y AVG
+55.87%
CURRENT VS 20Y AVG
+64.99%
FT Competitors' Return on Invested Capital (ROIC)
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Franklin Universal Trust (FT) | $200.80M | 8.38% | 10.51% | 4.68% | 4.95% |
| DeFi Technologies Inc. (DEFT)vs › | $162.78M | 17.94% | -32.52% | -33.08% | -20.92% |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $158.30M | N/A | N/A | N/A | N/A |
| Global X - MSCI Colombia ETF (COLO)vs › | $122.80M | N/A | N/A | N/A | N/A |
| Isabella Bank Corporation (ISBA)vs › | $292.65M | 4.45% | 4.27% | 5.52% | 5.21% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $315.84M | 4.57% | 5.10% | 3.12% | 1.85% |
| 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 › | $536.66M | -0.21% | -0.21% | 3.46% | 4.01% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $633.98M | N/A | N/A | N/A | N/A |
| HIVE Digital Technologies Ltd. (HIVE)vs › | $1.11B | -19.94% | -10.27% | 1.09% | 10.32% |
Capital Efficiency
ROIC
8.4%
ROE
29.4%
Return on Invested Capital (ROIC) Formula & Definition
ROIC = NOPAT / Invested Capital
Return on invested capital measures the after-tax return a company earns on all capital (debt and equity) invested in the business.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
Return on Invested Capital (ROIC) FAQ
- What is the return on invested capital (ROIC) for Franklin Universal Trust (FT)?
- The return on invested capital (ROIC) for FT stock is 8.38%.
- Is Franklin Universal Trust's return on invested capital (ROIC) high or low?
- The return on invested capital (ROIC) of 8.38% is 69% above its 5-year average of 4.95%, near the high end of its 5-year range (-1.79%–12.64%).
- What is the TTM average return on invested capital (ROIC) for Franklin Universal Trust (FT)?
- The TTM average return on invested capital (ROIC) for FT stock is 10.51%.
- What is the 3Y average return on invested capital (ROIC) for Franklin Universal Trust (FT)?
- The 3Y average return on invested capital (ROIC) for FT stock is 4.68%.
- What is the 5Y average return on invested capital (ROIC) for Franklin Universal Trust (FT)?
- The 5Y average return on invested capital (ROIC) for FT stock is 4.95%.
- What is the 10Y average return on invested capital (ROIC) for Franklin Universal Trust (FT)?
- The 10Y average return on invested capital (ROIC) for FT stock is 5.44%.
- What is the 15Y average return on invested capital (ROIC) for Franklin Universal Trust (FT)?
- The 15Y average return on invested capital (ROIC) for FT stock is 5.38%.
- What is the 20Y average return on invested capital (ROIC) for Franklin Universal Trust (FT)?
- The 20Y average return on invested capital (ROIC) for FT stock is 5.08%.
FT Return on Invested Capital (ROIC) History
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2025-08-31 | 8.38% |
| 2024-08-31 | 12.64% |
| 2023-08-31 | -0.51% |
| 2022-08-31 | -1.79% |
| 2021-08-31 | 11.53% |
| 2020-08-31 | -0.56% |
| 2019-08-31 | 8.61% |
| 2018-08-31 | 1.96% |
| 2017-08-31 | 9.61% |
| 2016-08-31 | 4.57% |
| 2015-08-31 | 5.42% |
| 2014-08-31 | 4.98% |
| 2013-08-31 | 5.33% |
| 2012-08-31 | 4.88% |
| 2011-08-31 | 5.26% |
| 2010-08-31 | 5.71% |
| 2009-08-31 | 4.69% |
| 2008-08-31 | 5.11% |
| 2007-08-31 | 5.06% |
| 2006-08-31 | 5.03% |
| 2005-08-31 | 4.91% |
| 2004-08-31 | 5.07% |
| 2003-08-31 | 5.86% |
| 2002-08-31 | 8.82% |
| 2001-08-31 | 7.20% |
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.