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FGRAX: FRANKLIN GROWTH OPPORTUNITIES FUND CLASS A (MUTUAL FUND)
Basic Info 51.44 0.62(1.22%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 06/23/1999 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 10.12% |
| Expenses | 1.15% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/23/1999 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 5.9 | 10.7 | 20.8 | 11.1 | 12.4 | 14.3 | 11.4 | 10.3 | 25.6 | 39.5 | -37.1 | 17.7 | 45.5 | 33.8 | -1.3 | 28.8 | -2.9 | 5.8 | 7.8 | 39.7 | 10.6 | -3.5 | 21.6 | 43.6 | -40.1 | 20.9 | 6.8 | 11.2 | 17.4 | 43.9 | -35.5 | -22.6 | -25.8 | 145.0 |
| Sharpe Ratio | NA | 0.31 | 0.3 | 0.8 | 0.38 | 0.49 | NA | NA | 0.35 | 1.09 | 2.14 | -1.14 | 0.92 | 1.3 | 2.12 | -0.12 | 3.04 | -0.19 | 0.34 | 0.47 | 2.91 | 0.65 | -0.12 | 1.0 | 1.59 | -0.94 | 0.9 | 0.24 | 0.7 | 1.04 | 2.24 | -1.18 | -0.61 | -0.55 | 15.75 |
| Draw Down(%) | NA | 23.7 | 23.7 | 23.7 | 43.7 | 43.7 | NA | NA | 78.7 | 10.6 | 12.0 | 39.5 | 12.3 | 31.6 | 8.7 | 24.0 | 3.4 | 16.9 | 13.8 | 11.0 | 7.4 | 14.4 | 23.0 | 16.3 | 19.4 | 51.4 | 13.3 | 15.5 | 12.1 | 14.1 | 12.2 | 47.0 | 51.8 | 54.0 | 9.9 |
| Standard Deviation(%) | NA | 29.4 | 24.7 | 21.9 | 23.5 | 22.3 | NA | NA | 25.8 | 17.5 | 16.6 | 33.8 | 19.2 | 34.5 | 15.3 | 21.8 | 9.3 | 16.5 | 17.2 | 16.6 | 13.6 | 16.4 | 29.0 | 21.5 | 27.3 | 43.3 | 19.9 | 14.9 | 12.9 | 15.9 | 19.3 | 31.1 | 41.5 | 54.5 | 28.1 |
| Treynor Ratio | NA | 0.1 | 0.08 | 0.19 | 0.1 | 0.12 | NA | NA | 0.09 | 0.23 | 0.41 | -0.43 | 0.26 | 0.48 | 0.46 | -0.03 | 0.27 | -0.03 | 0.06 | 0.07 | 0.36 | 0.1 | -0.03 | 0.2 | 0.4 | -0.36 | 0.16 | 0.03 | 0.09 | 0.16 | 0.48 | -0.41 | -0.23 | -0.22 | 4.26 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | -0.01 | NA | NA | 0.02 | 0.01 | 0.0 | -0.01 | 0.07 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.0 | -0.03 | -0.01 | 0.03 | 0.02 | 0.02 | 0.03 | 0.02 | 0.0 | 0.04 | 0.06 | -0.01 | 0.07 | 0.04 | 0.59 |
| Beta | NA | 0.92 | 0.9 | 0.9 | 0.89 | 0.92 | NA | NA | 1.03 | 0.82 | 0.86 | 0.9 | 0.67 | 0.94 | 0.71 | 1.03 | 1.04 | 1.08 | 1.04 | 1.16 | 1.09 | 1.1 | 1.08 | 1.09 | 1.08 | 1.13 | 1.15 | 1.07 | 1.01 | 1.0 | 0.9 | 0.9 | 1.08 | 1.38 | 1.04 |
| RSquared | NA | 0.98 | 0.97 | 0.96 | 0.96 | 0.95 | NA | NA | 0.87 | 0.91 | 0.95 | 0.98 | 0.68 | 0.97 | 0.71 | 0.98 | 0.93 | 0.94 | 0.96 | 0.91 | 0.94 | 0.95 | 0.98 | 0.94 | 0.94 | 0.96 | 0.9 | 0.86 | 0.85 | 0.84 | 0.8 | 0.84 | 0.84 | 0.77 | 0.56 |
| Yield(%) | N/A | 0.0 | 10.1 | 10.8 | 8.9 | 9.8 | 14.3 | 12.4 | N/A | 12.4 | 16.6 | 2.9 | 9.6 | 7.9 | 10.8 | 11.4 | 10.2 | 2.0 | 2.1 | 2.3 | 3.3 | 2.7 | 6.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.0 | 0.3 | 0.0 | 0.0 | 4.9 |
| Dividend Growth(%) | N/A | -100.0 | -9.7 | 9.0 | 73.1 | 854.7 | N/A | N/A | N/A | -9.7 | 242.8 | -66.8 | 62.2 | -8.7 | -17.8 | 31.8 | 392.8 | -2.6 | -0.5 | -9.2 | 31.2 | -63.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | 58.3 | N/A | -100.0 | N/A | -100.0 | -98.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/23/1999
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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