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FKACX: FRANKLIN GROWTH OPPORTUNITIES FUND CLASS C (MUTUAL FUND)
Basic Info 32.57 0.51(1.59%) April 26
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (58%) |
Start Date: | 02/10/2000 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.15% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/10/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.8 | 9.1 | 38.4 | 1.2 | 11.2 | 11.6 | 13.6 | 10.0 | 4.7 | 38.4 | -37.7 | 16.9 | 44.4 | 32.8 | -2.1 | 27.8 | -3.7 | 5.0 | 7.1 | 38.6 | 9.8 | -4.2 | 21.0 | 42.6 | -40.5 | 20.1 | 6.0 | 10.3 | 16.5 | 42.9 | -36.2 | -23.1 | -37.9 |
Sharpe Ratio | NA | 1.56 | 2.14 | -0.04 | 0.38 | 0.49 | NA | NA | 0.14 | 2.07 | -1.16 | 0.88 | 1.27 | 2.05 | -0.16 | 2.94 | -0.24 | 0.29 | 0.43 | 2.84 | 0.6 | -0.15 | 0.97 | 1.56 | -0.95 | 0.86 | 0.18 | 0.63 | 0.98 | 2.18 | -1.2 | -0.62 | -0.82 |
Draw Down(%) | NA | 7.7 | 12.2 | 44.1 | 44.1 | 44.1 | NA | NA | 79.2 | 12.2 | 39.9 | 12.3 | 31.6 | 8.8 | 24.2 | 3.4 | 17.0 | 13.9 | 11.1 | 7.4 | 14.5 | 23.1 | 16.3 | 19.5 | 51.5 | 13.3 | 15.6 | 12.3 | 14.4 | 12.3 | 47.5 | 52.1 | 54.2 |
Standard Deviation(%) | NA | 17.7 | 16.2 | 24.0 | 25.5 | 21.5 | NA | NA | 25.7 | 16.6 | 33.8 | 19.2 | 34.7 | 15.3 | 21.8 | 9.3 | 16.5 | 17.2 | 16.6 | 13.6 | 16.4 | 29.0 | 21.6 | 27.2 | 43.3 | 19.9 | 14.8 | 12.8 | 15.9 | 19.3 | 31.1 | 41.5 | 55.7 |
Treynor Ratio | NA | 0.3 | 0.39 | -0.01 | 0.1 | 0.11 | NA | NA | 0.03 | 0.4 | -0.43 | 0.2 | 0.46 | 0.45 | -0.03 | 0.26 | -0.04 | 0.05 | 0.06 | 0.35 | 0.09 | -0.04 | 0.19 | 0.4 | -0.37 | 0.15 | 0.03 | 0.08 | 0.15 | 0.47 | -0.41 | -0.24 | -0.33 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | NA | NA | 0.0 | 0.0 | -0.01 | 0.02 | -0.03 | 0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.03 | 0.0 | -0.04 | -0.01 | 0.03 | 0.02 | 0.01 | 0.03 | 0.02 | 0.0 | 0.03 | 0.06 | -0.02 | 0.07 | -0.04 |
Beta | NA | 0.92 | 0.89 | 0.9 | 0.92 | 0.93 | NA | NA | 1.04 | 0.86 | 0.91 | 0.86 | 0.96 | 0.71 | 1.03 | 1.04 | 1.09 | 1.04 | 1.16 | 1.09 | 1.1 | 1.08 | 1.09 | 1.07 | 1.13 | 1.14 | 1.07 | 1.0 | 1.01 | 0.9 | 0.9 | 1.08 | 1.39 |
RSquared | NA | 0.96 | 0.95 | 0.97 | 0.97 | 0.94 | NA | NA | 0.88 | 0.95 | 0.98 | 0.93 | 0.97 | 0.71 | 0.98 | 0.93 | 0.96 | 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 | 0.78 |
Yield(%) | N/A | 0.0 | 20.6 | 9.4 | 11.7 | 11.4 | 16.4 | 12.2 | N/A | 22.5 | 3.8 | 12.3 | 9.8 | 13.1 | 13.4 | 11.8 | 2.3 | 2.4 | 2.5 | 3.6 | 3.0 | 7.2 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 243.5 | 17.0 | 105.4 | 905.0 | N/A | N/A | N/A | 243.5 | -66.9 | 62.5 | -8.8 | -17.8 | 31.6 | 393.8 | -3.0 | 0.0 | -9.6 | 30.4 | -62.7 | 4900.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/10/2000
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