Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| FKGRX (FRANKLIN GROWTH FUND CLASS A) | 10.22% | 2.41% | -0.77% | 6.88% | 4.70% | 7.57% | 10.08% | 8.48% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKGRX (FRANKLIN GROWTH FUND CLASS A) | 01/02/1980 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 01/02/1980.
AR inception is since 01/02/1980.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.93 | -0.77 | 6.88 | 4.70 | 7.57 | 10.08 | 8.48 | 10.22 | 2.41 | 8.89 | 20.23 | -32.09 | 11.10 | 20.82 | 32.08 | -3.37 | 26.80 | 8.39 | 1.97 | 14.87 | 29.39 | 13.69 | 0.63 | 14.95 | 34.26 | -33.43 | 7.13 | 14.16 | 8.36 | 11.31 | 28.03 | -24.35 | -9.47 | 7.53 | 12.18 | 18.54 | 18.65 | 16.68 | 37.36 | 2.64 | 6.56 | 2.43 | 28.84 | 2.08 | 21.62 | 9.11 | 17.52 | 12.92 | 26.17 | -0.30 | 17.89 | 45.66 | -5.17 | 11.73 |
| Sharpe Ratio | NA | -0.31 | 0.09 | 0.11 | 0.29 | NA | NA | 0.43 | 0.12 | 0.14 | 0.97 | -1.07 | 0.58 | 0.60 | 2.26 | -0.26 | 3.58 | 0.64 | 0.14 | 1.31 | 2.92 | 1.11 | 0.03 | 0.82 | 1.42 | -0.97 | 0.28 | 1.02 | 0.59 | 0.84 | 1.60 | -1.01 | -0.61 | 0.22 | 0.75 | 1.14 | 1.31 | 1.36 | 4.44 | -0.03 | 0.54 | 0.01 | 2.24 | -0.24 | 1.35 | 0.29 | 0.69 | 0.73 | 1.46 | -0.49 | 0.95 | 1.79 | -0.90 | 0.20 |
| Standard Deviation(%) | NA | 21.74 | 22.15 | 22.11 | 20.50 | NA | NA | 16.99 | 27.90 | 15.93 | 16.65 | 31.30 | 19.00 | 34.26 | 13.60 | 18.30 | 7.35 | 12.79 | 13.44 | 11.31 | 10.06 | 12.45 | 23.03 | 18.03 | 24.07 | 35.25 | 14.73 | 10.68 | 10.47 | 12.29 | 17.09 | 25.21 | 19.73 | 15.84 | 11.88 | 13.33 | 11.48 | 9.61 | 7.56 | 9.41 | 8.25 | 6.85 | 11.14 | 13.45 | 11.74 | 15.50 | 19.56 | 11.97 | 14.37 | 14.34 | 12.39 | 21.20 | 16.78 | 18.00 |
| Draw Down(%) | NA | 25.88 | 25.88 | 39.99 | 39.99 | NA | NA | 51.07 | 19.92 | 12.19 | 11.49 | 33.26 | 14.25 | 32.52 | 6.58 | 20.98 | 2.11 | 10.63 | 9.99 | 6.80 | 5.26 | 10.13 | 18.92 | 15.14 | 24.57 | 44.73 | 9.74 | 9.00 | 5.49 | 9.97 | 14.76 | 36.32 | 26.75 | 8.59 | 8.62 | 11.19 | 6.03 | 8.18 | 2.37 | 9.66 | 4.86 | 6.19 | 4.54 | 17.60 | 7.95 | 8.98 | 20.25 | 7.32 | 7.35 | 16.02 | 9.16 | 13.70 | 24.48 | 19.54 |
| Yield(%) | 0.00 | 0.00 | 0.07 | 0.07 | 2.12 | 3.00 | 2.78 | 17.41 | 0.00 | 0.00 | 0.22 | 0.00 | 0.00 | 0.16 | 7.18 | 1.55 | 3.39 | 4.00 | 3.81 | 0.29 | 0.57 | 0.31 | 0.62 | 0.52 | 0.93 | 0.70 | 0.31 | 0.29 | 0.19 | 0.26 | 0.12 | 0.12 | 0.58 | 6.01 | 2.28 | 2.39 | 3.02 | 2.09 | 1.09 | 0.92 | 2.11 | 1.36 | 6.21 | 2.30 | 2.15 | 2.38 | 4.37 | 1.88 | 2.16 | 1.75 | 1.25 | 1.48 | 1.49 | 1.47 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKGRX (FRANKLIN GROWTH FUND CLASS A) |
-13.05%
Mar 2000 - Mar 2003 |
-3.92%
Feb 2004 - Feb 2009 |
-1.30%
Feb 1999 - Feb 2009 |
4.99%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKGRX (FRANKLIN GROWTH FUND CLASS A) |
27.74%
Jul 1984 - Jul 1987 |
25.61%
Jul 1982 - Jul 1987 |
17.47%
Dec 1981 - Dec 1991 |
16.82%
Jul 1982 - Jul 1997 |
Annualized Rolling Returns Comparison Chart