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FRCGX: FRANKLIN FLEX CAP GROWTH FUND CLASS R (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/04/2002 |
Last Dividend Date: | 12/15/2015 |
12-Mo. Yield | 0.00% |
Expenses | 1.23% |
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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 04/04/2002 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -11.7 | 0.5 | 2.2 | 0.4 | 3.7 | 6.0 | 36.8 | 9.3 | -4.3 | 16.0 | 33.8 | -36.4 | 15.7 | 5.5 | 5.9 | 12.7 | 40.1 | -24.0 |
Sharpe Ratio | NA | 0.03 | 0.55 | 0.64 | 0.29 | 0.27 | 0.03 | 0.22 | 0.38 | 2.95 | 0.64 | -0.16 | 0.82 | 1.37 | -0.96 | 0.74 | 0.15 | 0.33 | 0.86 | 2.22 | -1.1 |
Draw Down(%) | NA | 21.5 | 24.6 | 24.6 | 50.4 | 50.4 | 19.2 | 13.9 | 10.5 | 6.4 | 12.6 | 22.1 | 15.5 | 21.0 | 45.6 | 9.8 | 12.7 | 8.0 | 11.0 | 9.4 | 33.8 |
Standard Deviation(%) | NA | 19.0 | 16.7 | 17.2 | 21.8 | 20.6 | 18.8 | 17.0 | 15.7 | 12.5 | 14.7 | 27.2 | 19.5 | 24.5 | 38.7 | 17.4 | 14.2 | 11.5 | 13.7 | 17.8 | 28.8 |
Treynor Ratio | NA | 0.0 | 0.09 | 0.11 | 0.06 | 0.06 | 0.0 | 0.05 | 0.05 | 0.36 | 0.09 | -0.04 | 0.17 | 0.34 | -0.36 | 0.12 | 0.02 | 0.04 | 0.13 | 0.46 | -0.4 |
Alpha | NA | -0.03 | -0.03 | -0.03 | -0.02 | 0.0 | -0.01 | 0.02 | -0.03 | 0.0 | -0.03 | -0.01 | 0.02 | 0.0 | 0.01 | 0.02 | 0.02 | -0.02 | 0.02 | 0.05 | 0.0 |
Beta | NA | 1.11 | 1.08 | 1.04 | 1.02 | 0.97 | 1.13 | 0.81 | 1.1 | 1.01 | 0.99 | 1.02 | 0.96 | 0.99 | 1.02 | 1.03 | 1.04 | 0.92 | 0.89 | 0.86 | 0.8 |
RSquared | NA | 0.94 | 0.94 | 0.95 | 0.96 | 0.94 | 0.95 | 0.74 | 0.92 | 0.95 | 0.96 | 0.99 | 0.9 | 0.97 | 0.98 | 0.95 | 0.9 | 0.88 | 0.9 | 0.87 | 0.92 |
Yield(%) | N/A | 12.7 | 14.9 | 12.2 | 7.1 | N/A | 0.0 | 13.0 | 17.0 | 18.5 | 3.7 | 4.0 | 0.0 | 0.0 | 0.0 | 1.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -32.0 | 570.4 | 3406.4 | N/A | N/A | -100.0 | -32.0 | 4.6 | 429.4 | -15.1 | N/A | N/A | N/A | -100.0 | 3700.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2002
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