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FKCGX: FRANKLIN FLEX CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/30/1991 |
Last Dividend Date: | 12/15/2015 |
12-Mo. Yield | 12.07% |
Expenses | 0.98% |
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Performance Analytics (As of 09/08/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/30/1991 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -2.1 | 1.1 | 6.5 | 8.0 | 9.0 | 0.6 | -8.5 | -10.6 | 18.1 | 5.9 | -8.1 | 16.3 | 34.2 | -36.3 | 14.2 | 5.6 | 6.2 | 13.0 | 40.5 | -24.9 | -23.2 | -12.5 | 94.6 | 7.5 | 10.6 | 26.9 | 30.3 | 5.1 | 10.5 | 4.2 | 2.3 |
Sharpe Ratio | NA | -2.05 | -1.32 | -1.05 | -0.83 | NA | NA | -0.41 | -1.9 | -1.31 | -1.22 | -0.02 | -0.86 | -0.97 | -0.12 | 0.64 | -1.44 | -0.45 | -1.18 | -1.29 | -0.49 | 1.19 | -1.66 | -1.41 | -1.79 | 5.33 | 1.96 | -2.26 | 2.23 | -2.09 | 0.52 | 0.79 | 0.3 | 0.77 |
Draw Down(%) | NA | 31.2 | 41.3 | 41.3 | 51.2 | NA | NA | 66.4 | 19.1 | 19.5 | 20.8 | 14.6 | 12.6 | 22.0 | 15.5 | 21.0 | 45.5 | 9.7 | 12.7 | 7.9 | 10.9 | 9.4 | 35.3 | 41.2 | 39.4 | 8.2 | 29.2 | 14.3 | 12.5 | 13.0 | 15.1 | 10.6 | 22.5 | 9.1 |
Standard Deviation(%) | NA | 22.2 | 22.3 | 20.7 | 23.2 | NA | NA | 22.1 | 19.0 | 20.6 | 23.8 | 19.2 | 14.9 | 27.5 | 19.2 | 24.5 | 38.6 | 17.6 | 14.2 | 11.5 | 13.7 | 17.8 | 27.0 | 31.9 | 45.3 | 22.5 | 20.9 | 15.9 | 12.9 | 15.2 | 13.2 | 13.2 | 14.1 | 19.1 |
Treynor Ratio | NA | -0.43 | -0.28 | -0.21 | -0.19 | NA | NA | -0.1 | -0.32 | -0.28 | -0.25 | 0.0 | -0.13 | -0.26 | -0.02 | 0.16 | -0.55 | -0.08 | -0.16 | -0.16 | -0.07 | 0.24 | -0.55 | -0.53 | -0.7 | 1.35 | 0.57 | -0.57 | 0.49 | -0.51 | 0.09 | 0.13 | 0.05 | 0.15 |
Alpha | NA | -0.06 | 0.0 | -0.04 | -0.02 | NA | NA | -0.01 | 0.01 | -0.11 | -0.08 | -0.08 | -0.04 | -0.03 | 0.01 | 0.0 | 0.02 | 0.02 | 0.02 | -0.08 | 0.02 | 0.05 | -0.04 | 0.01 | 0.14 | 0.22 | -0.01 | -0.07 | 0.06 | -0.04 | 0.01 | 0.04 | 0.01 | -0.2 |
Beta | NA | 1.05 | 1.07 | 1.03 | 1.02 | NA | NA | 0.93 | 1.13 | 0.97 | 1.16 | 0.98 | 0.97 | 1.02 | 0.99 | 0.99 | 1.02 | 1.04 | 1.05 | 0.92 | 0.9 | 0.87 | 0.81 | 0.86 | 1.16 | 0.89 | 0.72 | 0.63 | 0.58 | 0.62 | 0.77 | 0.82 | 0.89 | 0.95 |
RSquared | NA | 0.65 | 0.54 | 0.66 | 0.85 | NA | NA | 0.77 | 0.96 | 0.6 | 0.49 | 0.41 | 0.9 | 0.96 | 0.97 | 0.97 | 0.98 | 0.95 | 0.9 | 0.88 | 0.91 | 0.87 | 0.9 | 0.89 | 0.79 | 0.7 | 0.68 | 0.62 | 0.41 | 0.19 | 0.4 | 0.39 | 0.49 | 0.7 |
Yield(%) | N/A | 12.1 | 14.4 | 11.9 | 7.0 | 6.1 | 8.6 | N/A | 0.0 | 12.4 | 16.4 | 18.0 | 3.7 | 3.9 | 0.1 | 0.0 | 0.0 | 1.8 | 0.1 | 0.0 | 0.1 | 0.0 | 0.1 | 0.0 | 5.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -32.0 | 568.2 | 3073.5 | 944.3 | N/A | N/A | N/A | -100.0 | -32.0 | 4.6 | 426.2 | -14.6 | 4700.0 | N/A | N/A | -100.0 | 1166.7 | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/1991
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