Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMVCX (FRANKLIN MIDCAP VALUE FUND CLASS C) | NA | -7.51% | 0.27% | 6.79% | 3.59% | NA | NA | … | … |
Data as of 12/11/2017, Common starting date is 12/14/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMVCX (FRANKLIN MIDCAP VALUE FUND CLASS C) | 12/14/2005 | 12/11/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.84 | -7.51 | 0.27 | 6.79 | 3.59 | NA | NA | … | … | 9.78 | 14.76 | -8.17 | 6.33 | 31.56 | 13.28 | -6.06 | 22.92 | 27.31 | -37.35 | -0.38 | 11.73 | -0.81 |
| Sharpe Ratio | NA | 0.89 | 0.40 | 0.78 | 0.24 | NA | NA | … | … | 1.19 | 0.90 | -0.54 | 0.54 | 2.70 | 0.95 | -0.25 | 1.28 | 0.96 | -1.00 | -0.23 | 0.83 | -2.57 |
| Standard Deviation(%) | NA | 8.26 | 13.77 | 12.96 | 20.79 | NA | NA | … | … | 8.18 | 16.11 | 15.05 | 11.62 | 11.66 | 14.11 | 24.73 | 17.88 | 28.41 | 38.21 | 14.97 | 10.25 | 7.67 |
| Draw Down(%) | NA | 4.33 | 21.80 | 21.80 | 54.16 | NA | NA | … | … | 4.33 | 12.14 | 15.16 | 9.73 | 5.88 | 9.87 | 24.83 | 14.98 | 28.26 | 51.18 | 15.19 | 9.03 | 1.29 |
| Yield(%) | 0.00 | 17.06 | 8.78 | 7.34 | 3.87 | 2.95 | 2.22 | … | … | 16.08 | 1.42 | 7.70 | 2.04 | 0.05 | 0.66 | 0.00 | 0.01 | 0.01 | 0.00 | 1.82 | 1.35 | 0.44 |
Data as of 12/11/2017, Common starting date is 12/14/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMVCX (FRANKLIN MIDCAP VALUE FUND CLASS C) |
-17.87%
Feb 2006 – Feb 2009 |
-3.37%
May 2007 – May 2012 |
3.04%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMVCX (FRANKLIN MIDCAP VALUE FUND CLASS C) |
24.23%
Feb 2009 – Feb 2012 |
21.61%
Feb 2009 – Feb 2014 |
5.40%
Nov 2007 – Nov 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart