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FLCRX: Franklin Large Cap Value R (MUTUAL FUND)
Basic Info
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/05/2002 |
Last Dividend Date: | 12/15/2015 |
12-Mo. Yield | 0.80% |
Expenses | 1.60% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/05/2002 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -1.7 | 4.9 | 5.9 | -2.2 | -16.4 | 6.3 | 34.2 | 12.1 | -6.8 | 12.4 | 23.4 | -38.0 | -8.8 | 8.8 | 0.2 | 12.5 | 25.1 | 4.8 |
Sharpe Ratio | NA | -0.97 | -0.02 | 0.18 | -0.03 | 0.11 | -0.31 | -0.89 | 0.51 | 2.89 | 0.86 | -0.27 | 0.65 | 0.72 | -0.9 | -0.63 | 0.51 | -0.2 | 1.27 | 1.69 | 0.4 |
Draw Down(%) | NA | 29.3 | 29.7 | 29.7 | 63.1 | 63.1 | 13.6 | 20.2 | 9.7 | 5.3 | 12.0 | 24.8 | 17.8 | 32.9 | 50.1 | 16.2 | 7.0 | 5.9 | 4.9 | 12.8 | 21.1 |
Standard Deviation(%) | NA | 20.2 | 15.5 | 17.8 | 23.4 | 21.0 | 18.0 | 18.4 | 12.3 | 11.8 | 14.0 | 25.2 | 19.0 | 32.4 | 43.4 | 18.8 | 10.7 | 9.9 | 9.1 | 14.5 | 28.3 |
Treynor Ratio | NA | -0.19 | 0.0 | 0.03 | -0.01 | 0.02 | -0.05 | -0.16 | 0.06 | 0.33 | 0.11 | -0.07 | 0.12 | 0.23 | -0.4 | -0.12 | 0.06 | -0.02 | 0.14 | 0.3 | 0.13 |
Alpha | NA | -0.1 | -0.05 | -0.05 | -0.05 | -0.03 | -0.07 | -0.06 | -0.03 | 0.0 | -0.01 | -0.03 | -0.01 | 0.01 | -0.02 | -0.04 | -0.04 | -0.02 | 0.0 | 0.0 | -0.02 |
Beta | NA | 1.03 | 1.04 | 1.05 | 1.01 | 0.98 | 1.11 | 1.0 | 1.07 | 1.03 | 1.08 | 1.04 | 1.02 | 1.01 | 0.98 | 0.98 | 0.88 | 0.83 | 0.81 | 0.82 | 0.89 |
RSquared | NA | 0.72 | 0.8 | 0.89 | 0.92 | 0.92 | 0.94 | 0.71 | 0.91 | 0.94 | 0.95 | 0.98 | 0.97 | 0.96 | 0.97 | 0.8 | 0.62 | 0.81 | 0.89 | 0.93 | 0.96 |
Yield(%) | N/A | 8.0 | 4.0 | 3.2 | 3.1 | N/A | 0.0 | 8.1 | 1.7 | 0.4 | 1.0 | 0.7 | 0.8 | 1.5 | 1.0 | 7.4 | 6.9 | 3.3 | 0.7 | 0.6 | 0.9 |
Dividend Growth(%) | N/A | 406.7 | 592.6 | -20.0 | N/A | N/A | -100.0 | 406.7 | 500.0 | -58.3 | 33.3 | 0.0 | -35.7 | -6.7 | -87.4 | 15.5 | 114.6 | 433.3 | 50.0 | -33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2002
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