FKGRX: FRANKLIN GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 139.42 0.24(0.17%) June 11
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 01/02/1980 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 8.09% |
| Expenses | 0.46% |
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Performance Analytics (As of 06/06/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 4.4 | 9.4 | 7.8 | 5.1 | 8.8 | 10.9 | 9.0 | 10.4 | 8.9 | 20.2 | -32.1 | 11.1 | 20.8 | 32.1 | -3.4 | 26.8 | 8.4 | 2.0 | 14.9 | 29.4 | 13.7 | 0.6 | 15.0 | 34.3 | -33.4 | 7.1 | 14.2 | 8.4 | 11.3 | 28.0 | -24.4 | -9.5 | 7.5 | 12.2 | 18.5 | 18.6 | 16.7 | 37.4 | 2.6 | 6.6 | 2.4 | 28.8 | 2.1 | 21.6 | 9.1 | 17.5 | 12.9 | 26.2 | -0.3 | 17.9 | 45.7 | -5.2 | 11.7 |
| Sharpe Ratio | NA | 0.26 | 0.29 | 0.22 | 0.14 | 0.36 | NA | NA | 0.44 | 0.14 | 0.97 | -1.07 | 0.58 | 0.6 | 2.26 | -0.26 | 3.58 | 0.64 | 0.14 | 1.31 | 2.92 | 1.11 | 0.03 | 0.82 | 1.42 | -0.97 | 0.28 | 1.02 | 0.59 | 0.84 | 1.6 | -1.01 | -0.61 | 0.22 | 0.75 | 1.14 | 1.31 | 1.36 | 4.44 | -0.03 | 0.54 | 0.01 | 2.24 | -0.24 | 1.35 | 0.29 | 0.69 | 0.73 | 1.46 | -0.49 | 0.95 | 1.79 | -0.9 | 0.2 |
| Draw Down(%) | NA | 19.9 | 19.9 | 21.9 | 40.0 | 40.0 | NA | NA | 51.1 | 12.2 | 11.5 | 33.3 | 14.3 | 32.5 | 6.6 | 21.0 | 2.1 | 10.6 | 10.0 | 6.8 | 5.3 | 10.1 | 18.9 | 15.1 | 24.6 | 44.7 | 9.7 | 9.0 | 5.5 | 10.0 | 14.8 | 36.3 | 26.8 | 8.6 | 8.6 | 11.2 | 6.0 | 8.2 | 2.4 | 9.7 | 4.9 | 6.2 | 4.5 | 17.6 | 7.9 | 9.0 | 20.2 | 7.3 | 7.3 | 16.0 | 9.2 | 13.7 | 24.5 | 19.5 |
| Standard Deviation(%) | NA | 26.4 | 20.7 | 21.5 | 21.8 | 20.4 | NA | NA | 17.0 | 15.9 | 16.7 | 31.3 | 19.0 | 34.3 | 13.6 | 18.3 | 7.4 | 12.8 | 13.4 | 11.3 | 10.1 | 12.4 | 23.0 | 18.0 | 24.1 | 35.2 | 14.7 | 10.7 | 10.5 | 12.3 | 17.1 | 25.2 | 19.7 | 15.8 | 11.9 | 13.3 | 11.5 | 9.6 | 7.6 | 9.4 | 8.3 | 6.9 | 11.1 | 13.4 | 11.7 | 15.5 | 19.6 | 12.0 | 14.4 | 14.3 | 12.4 | 21.2 | 16.8 | 18.0 |
| Treynor Ratio | NA | 0.09 | 0.08 | 0.06 | 0.04 | 0.09 | NA | NA | 0.12 | 0.04 | 0.21 | -0.43 | 0.2 | 0.23 | 0.5 | -0.06 | 0.33 | 0.1 | 0.02 | 0.19 | 0.36 | 0.17 | 0.01 | 0.16 | 0.36 | -0.37 | 0.05 | 0.14 | 0.08 | 0.13 | 0.32 | -0.34 | -0.27 | 0.09 | 0.19 | 0.3 | 0.28 | 0.24 | 0.66 | 0.0 | 0.07 | 0.0 | 0.38 | -0.05 | 0.22 | 0.05 | 0.8 | 0.35 | 2.1 | -10.07 | -47.26 | 3.26 | -1.32 | -0.5 |
| Alpha | NA | 0.0 | -0.02 | -0.03 | -0.02 | -0.01 | NA | NA | 0.02 | -0.03 | -0.05 | 0.0 | 0.04 | -0.07 | 0.02 | -0.02 | 0.01 | 0.03 | -0.02 | 0.02 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.04 | 0.0 | 0.02 | 0.02 | 0.02 | 0.02 | 0.05 | 0.01 | 0.0 | 0.02 | 0.02 | 0.06 | 0.0 | 0.03 | 0.0 | 0.0 | -0.01 | -0.02 | 0.01 | 0.08 | 0.05 | 0.07 | -0.02 | 0.04 | 0.12 | -0.05 | 0.03 |
| Beta | NA | 0.76 | 0.73 | 0.79 | 0.75 | 0.79 | NA | NA | 0.6 | 0.62 | 0.78 | 0.78 | 0.57 | 0.89 | 0.61 | 0.85 | 0.79 | 0.82 | 0.81 | 0.79 | 0.81 | 0.83 | 0.86 | 0.93 | 0.95 | 0.92 | 0.86 | 0.76 | 0.81 | 0.77 | 0.84 | 0.75 | 0.45 | 0.37 | 0.48 | 0.51 | 0.54 | 0.53 | 0.51 | 0.74 | 0.61 | 0.48 | 0.65 | 0.63 | 0.73 | 0.93 | 0.17 | 0.25 | 0.1 | 0.01 | 0.0 | 0.12 | 0.11 | -0.07 |
| RSquared | NA | 0.94 | 0.9 | 0.84 | 0.81 | 0.85 | NA | NA | 0.59 | 0.64 | 0.79 | 0.85 | 0.51 | 0.87 | 0.67 | 0.94 | 0.86 | 0.9 | 0.95 | 0.91 | 0.93 | 0.94 | 0.97 | 0.97 | 0.94 | 0.94 | 0.92 | 0.85 | 0.83 | 0.83 | 0.9 | 0.9 | 0.64 | 0.66 | 0.74 | 0.83 | 0.89 | 0.63 | 0.49 | 0.71 | 0.55 | 0.61 | 0.84 | 0.79 | 0.69 | 0.9 | 0.1 | 0.2 | 0.02 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 |
| Yield(%) | N/A | 0.0 | 8.1 | 3.5 | 2.1 | 3.6 | 5.0 | 4.4 | N/A | 9.2 | 0.2 | 0.0 | 0.0 | 0.2 | 7.2 | 1.6 | 3.4 | 4.0 | 3.8 | 0.3 | 0.6 | 0.3 | 0.6 | 0.5 | 0.9 | 0.7 | 0.3 | 0.3 | 0.2 | 0.3 | 0.1 | 0.1 | 0.6 | 6.0 | 2.3 | 2.4 | 3.0 | 2.1 | 1.1 | 0.9 | 2.1 | 1.4 | 6.2 | 2.3 | 2.2 | 2.4 | 4.4 | 1.9 | 2.2 | 1.7 | 1.2 | 1.5 | 1.5 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | 4917.1 | 71.3 | -29.1 | 1293.4 | 382.2 | 293.4 | N/A | 4917.1 | N/A | N/A | -100.0 | -97.2 | 335.4 | -43.4 | -9.4 | 1.5 | 1430.6 | -36.9 | 109.2 | -49.8 | 37.1 | -27.3 | -8.1 | 136.2 | 22.6 | 65.6 | -19.0 | 172.4 | -25.6 | -80.5 | -90.3 | 188.2 | 10.6 | -7.4 | 63.4 | 161.6 | 21.5 | -54.5 | 57.1 | -73.2 | 163.4 | 30.1 | -6.8 | -37.2 | 170.8 | 0.0 | 30.0 | 58.7 | 26.0 | -9.1 | 10.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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