Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRAVX (FRANKLIN ALL CAP VALUE FUND CLASS A) | NA | -2.78% | -0.94% | -4.00% | 4.02% | NA | NA | … | … |
Data as of 05/29/2020, Common starting date is 07/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRAVX (FRANKLIN ALL CAP VALUE FUND CLASS A) | 07/22/2008 | 05/29/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.01 | -2.78 | -0.94 | -4.00 | 4.02 | NA | NA | … | … | -3.27 | -10.10 | 4.78 | -9.39 | 2.57 | 35.71 | 12.79 | -5.68 | 21.81 | 24.94 | -29.82 |
| Sharpe Ratio | NA | -0.91 | -0.35 | -0.31 | 0.21 | NA | NA | … | … | -1.88 | -0.13 | 1.04 | -0.64 | 0.19 | 2.80 | 0.94 | -0.24 | 1.14 | 0.80 | -1.06 |
| Standard Deviation(%) | NA | 15.37 | 15.37 | 15.57 | 16.45 | NA | NA | … | … | 4.41 | 28.41 | 15.95 | 14.67 | 13.72 | 12.75 | 13.60 | 24.10 | 19.00 | 31.17 | 52.05 |
| Draw Down(%) | NA | 14.93 | 14.93 | 22.29 | 22.86 | NA | NA | … | … | 5.38 | 10.60 | 9.00 | 16.04 | 13.91 | 5.27 | 10.07 | 22.71 | 16.02 | 31.95 | 44.82 |
| Yield(%) | 0.00 | 0.11 | 0.04 | 1.32 | 1.95 | 1.18 | 0.88 | … | … | 0.00 | 0.11 | 0.00 | 6.62 | 3.41 | 0.15 | 0.97 | 0.49 | 0.45 | 0.75 | 0.00 |
Data as of 05/29/2020, Common starting date is 07/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRAVX (FRANKLIN ALL CAP VALUE FUND CLASS A) |
-3.59%
Apr 2017 – Apr 2020 |
3.71%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRAVX (FRANKLIN ALL CAP VALUE FUND CLASS A) |
24.47%
Feb 2009 – Feb 2012 |
22.87%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart