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FSMLX: FRANKLIN SMALL CAP GROWTH FUND CLASS R6 (MUTUAL FUND)
Basic Info 26.75 0.11(0.41%) July 22
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 06/27/2013 |
| Last Dividend Date: | 12/15/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.78% |
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Performance Analytics (As of 07/18/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/27/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | -2.3 | 5.1 | 13.1 | 5.7 | 8.1 | 9.7 | 13.2 | 31.2 | -30.2 | -0.1 | 41.9 | 33.6 | -2.9 | 21.5 | 8.9 | -4.3 | 4.0 | 24.4 |
| Sharpe Ratio | NA | -0.24 | 0.05 | 0.42 | 0.14 | 0.27 | 0.37 | 0.5 | 1.4 | -0.92 | -0.01 | 1.08 | 1.95 | -0.21 | 1.67 | 0.41 | -0.24 | 0.22 | 3.87 |
| Draw Down(%) | NA | 28.5 | 29.4 | 29.4 | 42.7 | 42.7 | 42.7 | 12.3 | 17.0 | 35.9 | 16.7 | 40.1 | 9.8 | 27.7 | 6.5 | 23.5 | 20.8 | 16.5 | 4.1 |
| Standard Deviation(%) | NA | 29.0 | 25.6 | 23.4 | 24.6 | 24.2 | 23.0 | 19.1 | 19.8 | 34.6 | 21.4 | 38.6 | 16.5 | 20.8 | 12.6 | 21.5 | 17.8 | 17.8 | 13.7 |
| Treynor Ratio | NA | -0.06 | 0.01 | 0.08 | 0.03 | 0.06 | 0.07 | 0.08 | 0.22 | -0.25 | 0.0 | 0.4 | 0.27 | -0.04 | 0.14 | 0.06 | -0.04 | 0.03 | 0.46 |
| Alpha | NA | -0.07 | -0.04 | -0.03 | -0.04 | -0.02 | -0.02 | -0.05 | 0.0 | -0.02 | -0.12 | 0.07 | -0.01 | 0.01 | -0.03 | -0.03 | -0.02 | -0.04 | 0.03 |
| Beta | NA | 1.16 | 1.19 | 1.2 | 1.22 | 1.16 | 1.16 | 1.25 | 1.25 | 1.27 | 1.33 | 1.03 | 1.17 | 1.1 | 1.51 | 1.37 | 1.0 | 1.29 | 1.16 |
| RSquared | NA | 0.89 | 0.87 | 0.81 | 0.79 | 0.81 | 0.8 | 0.73 | 0.73 | 0.84 | 0.73 | 0.9 | 0.81 | 0.8 | 0.72 | 0.75 | 0.74 | 0.72 | 0.72 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.2 | 5.4 | 6.5 | N/A | 0.0 | 0.0 | 0.4 | 14.0 | 11.8 | 7.5 | 17.7 | 2.1 | 0.0 | 1.8 | 4.2 | 4.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -98.9 | 11.5 | N/A | N/A | N/A | -100.0 | -97.7 | 50.7 | 97.8 | -66.4 | 920.6 | N/A | -100.0 | -57.2 | 24.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/27/2013
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