Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMCVX (FRANKLIN MICROCAP VALUE FUND CLASS R6) | 13.04% | 26.85% | 15.74% | 7.73% | 9.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMCVX (FRANKLIN MICROCAP VALUE FUND CLASS R6) | 04/04/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 26.85 | 15.74 | 7.73 | 9.72 | NA | NA | … | … | 13.04 | -4.43 | 8.00 | 12.07 | 0.98 | 27.19 | 4.06 | 18.52 | -17.54 | 8.78 | 29.37 | -6.94 | -1.83 |
| Sharpe Ratio | NA | 1.23 | 0.59 | 0.26 | 0.37 | NA | NA | … | … | 1.43 | -0.28 | 0.22 | 0.45 | -0.02 | 1.33 | 0.09 | 1.24 | -1.39 | 0.66 | 1.96 | -0.53 | -0.20 |
| Standard Deviation(%) | NA | 18.32 | 21.05 | 19.81 | 21.95 | NA | NA | … | … | 19.79 | 26.90 | 20.13 | 19.02 | 18.06 | 20.46 | 44.26 | 13.70 | 13.69 | 12.43 | 14.91 | 13.20 | 12.23 |
| Draw Down(%) | NA | 13.47 | 25.60 | 25.60 | 46.46 | NA | NA | … | … | 13.47 | 22.18 | 10.43 | 16.90 | 13.55 | 10.66 | 43.31 | 13.35 | 23.99 | 10.85 | 10.77 | 13.54 | 9.35 |
| Yield(%) | 0.00 | 14.69 | 14.41 | 10.17 | 10.19 | 6.54 | 4.91 | … | … | 0.00 | 14.17 | 21.18 | 5.70 | 5.91 | 17.18 | 5.80 | 18.04 | 5.16 | 8.00 | 11.33 | 11.14 | 9.19 |
Data as of 06/04/2026, Common starting date is 04/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMCVX (FRANKLIN MICROCAP VALUE FUND CLASS R6) |
-10.18%
Mar 2017 – Mar 2020 |
-3.34%
Mar 2015 – Mar 2020 |
6.04%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMCVX (FRANKLIN MICROCAP VALUE FUND CLASS R6) |
26.19%
Mar 2020 – Mar 2023 |
18.25%
Mar 2020 – Mar 2025 |
10.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart