Morningstar ratings
Jun 30, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Franklin Universal Trust | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 2.27% | 8.01% | 7.22% | 7.60% |
| 1 week | 1.47% | 0.20% | 0.86% | 0.01% |
| 1 month | 1.71% | 1.41% | 4.93% | 1.15% |
| 6 months | 0.22% | 6.55% | 6.22% | 5.78% |
| 1 year | 7.59% | 16.20% | 17.94% | 16.32% |
| 3 years | 39.60% | 61.35% | 74.06% | 45.85% |
| All | 452.79% | 43.27% | 1139.15% | 3947.64% |