Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FBSMX (Franklin Small-Mid Cap Growth B) | NA | 7.16% | 10.71% | 4.42% | NA | NA | NA | 6.38% |
Data as of 06/12/2013, AR inception is 11/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBSMX (Franklin Small-Mid Cap Growth B) | 11/19/2003 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.16 | 10.71 | 4.42 | NA | NA | NA | 6.38 | 10.39 | 0.07 | -0.47 | 27.48 | 42.08 | -42.94 | 10.60 | 6.72 | 9.70 | 12.22 | 5.66 |
| Sharpe Ratio | NA | 0.45 | 0.47 | 0.15 | NA | NA | NA | 0.21 | 3.05 | 0.00 | -0.02 | 1.27 | 1.48 | -1.03 | 0.40 | 0.22 | 0.62 | 0.74 | 4.21 |
| Standard Deviation(%) | NA | 15.77 | 22.64 | 29.07 | NA | NA | NA | 23.78 | 8.17 | 18.60 | 30.40 | 21.52 | 28.33 | 42.42 | 18.80 | 15.35 | 12.12 | 15.14 | 15.10 |
| Draw Down(%) | NA | 12.77 | 26.94 | 50.49 | NA | NA | NA | 57.77 | 3.29 | 15.52 | 26.94 | 15.63 | 21.63 | 53.24 | 13.75 | 15.03 | 10.72 | 13.57 | 4.40 |
| Yield(%) | 0.00 | 10.87 | 6.07 | 3.36 | 5.21 | 3.48 | 2.61 | 5.79 | 0.00 | 11.08 | 4.67 | 0.00 | 0.00 | 0.19 | 18.48 | 7.65 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2013, AR inception is 11/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSMX (Franklin Small-Mid Cap Growth B) |
-16.90%
Feb 2006 - Feb 2009 |
-6.28%
Feb 2004 - Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSMX (Franklin Small-Mid Cap Growth B) |
31.26%
Feb 2009 - Feb 2012 |
5.98%
Mar 2008 - Mar 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart