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FBSMX: Franklin Small-Mid Cap Growth B (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/19/2003 |
Last Dividend Date: | 12/17/2012 |
12-Mo. Yield | 10.29% |
Expenses | 1.75% |
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Performance Analytics (As of 06/12/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/19/2003 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 7.2 | 10.8 | 4.4 | 6.0 | 10.4 | 0.1 | -0.5 | 27.5 | 42.1 | -42.9 | 10.6 | 6.7 | 9.7 | 12.2 | 5.7 |
Sharpe Ratio | NA | 0.45 | 0.47 | 0.15 | 0.21 | 3.05 | 0.0 | -0.02 | 1.27 | 1.48 | -1.03 | 0.4 | 0.22 | 0.62 | 0.74 | 4.21 |
Draw Down(%) | NA | 12.8 | 26.9 | 50.5 | 57.8 | 3.3 | 15.5 | 26.9 | 15.6 | 21.6 | 53.2 | 13.8 | 15.0 | 10.7 | 13.6 | 4.4 |
Standard Deviation(%) | NA | 15.8 | 22.6 | 29.1 | 23.8 | 8.2 | 18.6 | 30.4 | 21.5 | 28.3 | 42.4 | 18.8 | 15.3 | 12.1 | 15.1 | 15.1 |
Treynor Ratio | NA | 0.1 | 0.11 | 0.05 | 0.05 | 0.71 | 0.0 | 0.0 | 0.31 | 0.45 | -0.49 | 0.07 | 0.03 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.04 | -0.04 | -0.04 | 0.0 | 0.05 | -0.06 | 0.02 | 0.01 | 0.01 | 0.0 | -0.03 | -0.01 | NA | NA | NA |
Beta | NA | 0.7 | 0.97 | 0.92 | 0.93 | 0.35 | 0.98 | 1.04 | 0.9 | 0.94 | 0.89 | 1.06 | 1.1 | NA | NA | NA |
RSquared | NA | 0.45 | 0.84 | 0.91 | 0.82 | 0.35 | 0.74 | 0.96 | 0.85 | 0.98 | 0.96 | 0.95 | 0.22 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 10.9 | 6.1 | 3.4 | N/A | 0.0 | 11.1 | 4.7 | 0.0 | 0.0 | 0.2 | 18.5 | 7.6 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 112.2 | -24.5 | N/A | N/A | -100.0 | 112.2 | N/A | N/A | -100.0 | -99.1 | 136.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2003
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