Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FINAX (FRANKLIN INTERNATIONAL SMALL CAP GROWTH FUND CLASS A) | NA | 725,055.13% | 1,860.10% | 465.50% | 148.95% | NA | NA | … | … |
Data as of 03/03/2023, Common starting date is 12/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINAX (FRANKLIN INTERNATIONAL SMALL CAP GROWTH FUND CLASS A) | 12/12/2008 | 03/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 668,900.37 | 725,055.13 | 1,860.10 | 465.50 | 148.95 | NA | NA | … | … | 9.50 | -10.14 | 11.83 | -10.90 | 12.40 | -20.91 | 34.17 | -3.41 | 6.41 | -10.89 | 36.21 | 29.41 | -14.59 | 18.90 | 54.97 | -29.13 |
| Sharpe Ratio | NA | 0.27 | 0.14 | -0.20 | 0.16 | NA | NA | … | … | 6.58 | -0.50 | 0.88 | -0.38 | 0.99 | -1.81 | 4.12 | -0.19 | 0.58 | -1.13 | 3.59 | 2.25 | -0.79 | 1.26 | 2.89 | -0.58 |
| Standard Deviation(%) | NA | 22.48 | 22.70 | 19.12 | 16.12 | NA | NA | … | … | 9.96 | 23.28 | 13.38 | 29.14 | 11.14 | 12.30 | 8.19 | 19.18 | 10.92 | 9.69 | 10.08 | 13.18 | 18.50 | 14.97 | 18.97 | 172.27 |
| Draw Down(%) | NA | 27.04 | 35.23 | 49.86 | 52.38 | NA | NA | … | … | 1.21 | 31.99 | 11.76 | 42.55 | 14.99 | 28.49 | 3.23 | 15.75 | 8.37 | 17.08 | 5.55 | 11.94 | 24.07 | 13.16 | 17.60 | 30.89 |
| Yield(%) | 0.00 | 9.86 | 3.41 | 2.85 | 5.11 | 5.53 | 4.15 | … | … | 109.49 | 5.42 | 0.00 | 0.00 | 5.81 | 2.61 | 11.06 | 8.19 | 3.46 | 9.03 | 1.87 | 5.71 | 4.18 | 1.96 | 0.00 | 2.96 |
Data as of 03/03/2023, Common starting date is 12/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINAX (FRANKLIN INTERNATIONAL SMALL CAP GROWTH FUND CLASS A) |
-13.21%
Oct 2017 – Oct 2020 |
-8.64%
Sep 2017 – Sep 2022 |
1.46%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINAX (FRANKLIN INTERNATIONAL SMALL CAP GROWTH FUND CLASS A) |
25.32%
Feb 2009 – Feb 2012 |
25.91%
Feb 2009 – Feb 2014 |
12.95%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart