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 |
|---|---|---|---|---|---|---|---|---|
| FRMCX (FRANKLIN MICROCAP VALUE FUND CLASS A) | 8.07% | -2.46% | -16.68% | -1.88% | 5.99% | 1.54% | 4.66% | 4.86% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRMCX (FRANKLIN MICROCAP VALUE FUND CLASS A) | 02/29/1996 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 02/29/1996.
AR inception is since 02/29/1996.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | -16.68 | -1.88 | 5.99 | 1.54 | 4.66 | 4.86 | 8.07 | -2.46 | -13.86 | 6.86 | -4.82 | 9.64 | -1.52 | 18.16 | -17.82 | 8.39 | 28.88 | -7.29 | -3.82 | 35.75 | 20.65 | -0.05 | 22.14 | 27.78 | -30.45 | -4.47 | 19.93 | 12.29 | 16.16 | 36.42 | 4.50 | 41.27 | 12.07 | -3.26 | -6.76 | 27.71 | 23.30 |
| Sharpe Ratio | NA | -0.70 | -0.26 | 0.16 | -0.01 | NA | NA | 0.35 | -0.28 | -0.71 | 0.13 | -0.32 | 0.39 | -0.04 | 1.22 | -1.40 | 0.62 | 1.93 | -0.55 | -0.32 | 2.96 | 1.38 | 0.00 | 1.17 | 1.09 | -1.16 | -0.58 | 1.85 | 1.30 | 2.53 | 4.95 | 0.36 | 3.76 | 0.70 | -0.42 | -0.85 | 3.07 | 4.10 |
| Standard Deviation(%) | NA | 32.56 | 24.95 | 25.31 | 23.23 | NA | NA | 18.08 | 30.86 | 28.98 | 19.95 | 19.49 | 24.72 | 44.19 | 13.71 | 13.67 | 12.50 | 14.89 | 13.20 | 12.02 | 12.08 | 15.09 | 25.20 | 18.83 | 25.40 | 27.00 | 13.01 | 9.05 | 7.78 | 6.02 | 7.21 | 9.33 | 10.56 | 11.45 | 15.54 | 11.85 | 7.85 | 6.04 |
| Draw Down(%) | NA | 40.52 | 40.52 | 41.40 | 46.73 | NA | NA | 56.77 | 22.19 | 27.47 | 17.38 | 13.74 | 22.75 | 43.35 | 13.47 | 24.09 | 11.06 | 10.81 | 13.67 | 9.56 | 4.38 | 8.25 | 21.59 | 18.69 | 28.78 | 40.45 | 16.57 | 9.43 | 5.74 | 4.30 | 8.59 | 20.37 | 8.81 | 11.08 | 18.23 | 29.32 | 7.35 | 3.90 |
| Yield(%) | 0.00 | 0.00 | 0.35 | 0.51 | 4.75 | 6.49 | 6.19 | 12.03 | 0.00 | 0.00 | 0.69 | 0.30 | 0.34 | 0.41 | 17.84 | 5.20 | 7.68 | 10.97 | 11.17 | 9.12 | 7.61 | 6.90 | 11.92 | 3.98 | 0.69 | 6.79 | 13.50 | 7.50 | 8.66 | 5.76 | 2.60 | 6.35 | 6.70 | 4.24 | 7.58 | 6.95 | 7.95 | 3.69 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRMCX (FRANKLIN MICROCAP VALUE FUND CLASS A) |
-15.18%
Mar 2006 - Mar 2009 |
-3.67%
Mar 2015 - Mar 2020 |
0.71%
Apr 2015 - Apr 2025 |
3.79%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRMCX (FRANKLIN MICROCAP VALUE FUND CLASS A) |
27.94%
Mar 2003 - Mar 2006 |
24.84%
Feb 2009 - Feb 2014 |
15.85%
Apr 1997 - Apr 2007 |
12.91%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison Chart