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FEACX: Franklin Capital Growth Adv (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/25/1997 |
Last Dividend Date: | 05/04/2009 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 07/08/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/25/1997 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -25.1 | -6.5 | -2.6 | -1.2 | 1.3 | 7.5 | -36.4 | 9.5 | 8.6 | 1.4 | 6.8 | 29.7 | -25.2 | -22.9 | 0.9 | 52.8 | 13.6 | 1.0 |
Sharpe Ratio | NA | -0.61 | -0.3 | -0.2 | -0.14 | -0.04 | 0.5 | -0.97 | 0.43 | 0.46 | -0.08 | 0.49 | 1.78 | -1.06 | -0.95 | -0.09 | 2.63 | 0.5 | 0.43 |
Draw Down(%) | NA | 45.3 | 51.8 | 51.8 | 60.7 | 60.7 | 23.4 | 46.7 | 8.9 | 10.5 | 10.1 | 10.5 | 12.6 | 35.3 | 38.9 | 25.1 | 8.4 | 29.0 | 6.8 |
Standard Deviation(%) | NA | 41.9 | 27.6 | 22.8 | 23.8 | 23.0 | 29.8 | 38.4 | 15.3 | 11.5 | 10.6 | 11.9 | 16.3 | 24.9 | 27.0 | 34.0 | 18.8 | 20.6 | 17.6 |
Treynor Ratio | NA | -0.26 | -0.09 | -0.05 | -0.04 | -0.01 | 0.18 | -0.37 | 0.07 | 0.06 | -0.01 | 0.08 | 0.35 | -0.34 | -0.36 | -0.03 | 0.59 | 0.12 | 0.08 |
Alpha | NA | -0.06 | -0.04 | -0.04 | -0.01 | 0.0 | 0.03 | 0.01 | 0.0 | 0.02 | -0.03 | 0.0 | 0.03 | 0.02 | 0.0 | 0.09 | 0.1 | -0.06 | -0.02 |
Beta | NA | 0.98 | 0.96 | 0.95 | 0.86 | 0.85 | 0.85 | 1.01 | 0.91 | 0.84 | 0.85 | 0.77 | 0.82 | 0.76 | 0.72 | 0.91 | 0.84 | 0.82 | 0.9 |
RSquared | NA | 0.9 | 0.9 | 0.9 | 0.88 | 0.88 | 0.73 | 0.97 | 0.95 | 0.9 | 0.89 | 0.89 | 0.94 | 0.95 | 0.87 | 0.87 | 0.85 | 0.83 | 0.82 |
Yield(%) | N/A | 0.9 | 2.9 | 2.0 | 2.4 | N/A | 0.2 | 0.6 | 5.1 | 2.2 | 0.6 | 0.0 | 0.4 | 0.1 | 0.8 | 7.0 | 6.3 | 6.1 | 11.8 |
Dividend Growth(%) | N/A | -83.6 | 860.0 | -42.8 | N/A | N/A | -75.0 | -86.9 | 144.0 | 257.1 | N/A | -100.0 | 200.0 | -90.9 | -89.6 | 60.6 | 10.0 | -53.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/25/1997
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