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FRAAX: FRANKLIN GROWTH OPPORTUNITIES FUND ADVISOR CLASS (MUTUAL FUND)
Basic Info 55.9 0.96(1.75%) May 15
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (94%) |
Start Date: | 10/22/1999 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 13.02% |
Expenses | 0.58% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/25/1999 |
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(%) | 2.4 | 14.4 | 40.7 | 7.0 | 14.2 | 13.1 | 15.0 | 11.8 | 8.7 | 39.9 | -37.0 | 18.0 | 45.8 | 34.2 | -1.1 | 29.1 | -2.7 | 6.1 | 8.2 | 40.0 | 10.9 | -3.3 | 22.1 | 43.9 | -39.9 | 21.3 | 7.0 | 11.4 | 17.7 | 44.3 | -35.6 | -22.4 | -25.6 | 60.4 |
Sharpe Ratio | NA | 1.9 | 2.11 | 0.12 | 0.46 | 0.56 | NA | NA | 0.29 | 2.17 | -1.14 | 0.94 | 1.31 | 2.14 | -0.11 | 3.08 | -0.18 | 0.35 | 0.49 | 2.94 | 0.67 | -0.11 | 1.02 | 1.61 | -0.94 | 0.92 | 0.25 | 0.72 | 1.05 | 2.26 | -1.18 | -0.6 | -0.54 | 42.86 |
Draw Down(%) | NA | 7.7 | 12.0 | 43.6 | 43.6 | 43.6 | NA | NA | 78.6 | 12.0 | 39.3 | 12.3 | 31.6 | 8.6 | 23.9 | 3.4 | 16.9 | 13.8 | 11.0 | 7.4 | 14.4 | 22.9 | 16.2 | 19.4 | 51.3 | 13.3 | 15.4 | 12.1 | 14.1 | 12.1 | 47.1 | 51.8 | 53.9 | 3.5 |
Standard Deviation(%) | NA | 17.4 | 16.2 | 24.0 | 25.5 | 21.4 | NA | NA | 25.8 | 16.6 | 33.8 | 19.2 | 34.6 | 15.3 | 21.8 | 9.3 | 16.5 | 17.2 | 16.6 | 13.6 | 16.4 | 29.0 | 21.6 | 27.3 | 43.3 | 19.9 | 14.9 | 12.8 | 15.9 | 19.4 | 31.1 | 41.5 | 54.5 | 25.4 |
Treynor Ratio | NA | 0.36 | 0.38 | 0.03 | 0.13 | 0.13 | NA | NA | 0.07 | 0.42 | -0.43 | 0.21 | 0.47 | 0.46 | -0.02 | 0.27 | -0.03 | 0.06 | 0.07 | 0.37 | 0.1 | -0.03 | 0.2 | 0.41 | -0.36 | 0.16 | 0.04 | 0.09 | 0.17 | 0.49 | -0.41 | -0.23 | -0.21 | 12.13 |
Alpha | NA | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.02 | -0.03 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | -0.03 | -0.01 | 0.03 | 0.02 | 0.02 | 0.04 | 0.02 | 0.0 | 0.04 | 0.06 | -0.02 | 0.07 | 0.04 | 0.81 |
Beta | NA | 0.91 | 0.89 | 0.9 | 0.92 | 0.93 | NA | NA | 1.04 | 0.86 | 0.9 | 0.86 | 0.96 | 0.71 | 1.03 | 1.04 | 1.08 | 1.04 | 1.16 | 1.09 | 1.1 | 1.08 | 1.09 | 1.07 | 1.13 | 1.14 | 1.07 | 1.01 | 1.0 | 0.9 | 0.9 | 1.08 | 1.38 | 0.9 |
RSquared | NA | 0.96 | 0.96 | 0.97 | 0.97 | 0.94 | NA | NA | 0.87 | 0.95 | 0.98 | 0.93 | 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 | 0.87 | 0.85 | 0.84 | 0.8 | 0.85 | 0.84 | 0.77 | 0.47 |
Yield(%) | N/A | 0.0 | 13.0 | 7.2 | 9.1 | 9.6 | 14.6 | 12.7 | N/A | 14.8 | 2.6 | 8.7 | 7.2 | 10.0 | 10.6 | 9.6 | 1.9 | 2.0 | 2.2 | 3.1 | 2.6 | 6.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.3 |
Dividend Growth(%) | N/A | -100.0 | 242.8 | 16.8 | 105.3 | 918.0 | 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 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -98.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/25/1999
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