Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FRSGX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS A) | 0.82% | 10.20% | 13.60% | 6.59% | 8.65% | 11.12% | 8.96% | 10.07% |
Data as of 06/20/2025, AR inception is 06/12/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRSGX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS A) | 06/12/1992 | 06/20/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 10.20 | 13.60 | 6.59 | 8.65 | 11.12 | 8.96 | 10.07 | 0.82 | 11.36 | 27.20 | -37.86 | -5.12 | 43.08 | 31.98 | -4.94 | 21.64 | 4.33 | -1.87 | 7.40 | 38.74 | 10.90 | -4.89 | 28.43 | 43.17 | -42.52 | 11.47 | 7.52 | 10.55 | 13.04 | 37.68 | -29.58 | -20.53 | -9.80 | 97.08 | -0.02 | 15.78 | 27.07 | 30.96 | 0.64 | 17.97 | 19.85 |
| Sharpe Ratio | NA | 0.29 | 0.52 | 0.21 | 0.33 | NA | NA | 0.37 | -0.02 | 0.32 | 1.40 | -1.12 | -0.21 | 1.18 | 2.00 | -0.33 | 2.38 | 0.24 | -0.12 | 0.48 | 2.93 | 0.66 | -0.17 | 1.32 | 1.52 | -1.02 | 0.45 | 0.28 | 0.69 | 0.80 | 2.07 | -1.08 | -0.70 | -0.32 | 4.46 | -0.14 | 0.79 | 1.60 | 1.80 | -0.16 | 1.00 | 3.30 |
| Standard Deviation(%) | NA | 23.24 | 21.31 | 23.24 | 22.09 | NA | NA | 22.64 | 29.59 | 15.10 | 16.53 | 35.13 | 24.24 | 36.21 | 15.32 | 19.09 | 8.88 | 16.86 | 16.05 | 15.43 | 13.23 | 16.62 | 29.73 | 21.42 | 28.34 | 42.37 | 18.81 | 15.36 | 12.13 | 15.09 | 17.83 | 28.37 | 33.12 | 43.68 | 21.06 | 24.17 | 15.43 | 14.60 | 15.06 | 14.80 | 15.88 | 11.02 |
| Draw Down(%) | NA | 25.77 | 25.77 | 43.55 | 43.55 | NA | NA | 69.07 | 24.67 | 10.59 | 14.71 | 39.10 | 24.17 | 34.30 | 10.63 | 22.48 | 3.56 | 16.52 | 14.36 | 11.91 | 5.30 | 14.03 | 26.69 | 15.52 | 21.55 | 52.95 | 13.67 | 14.88 | 10.64 | 13.25 | 12.47 | 42.61 | 42.45 | 39.71 | 11.47 | 42.07 | 14.37 | 15.97 | 13.93 | 19.19 | 17.16 | 7.05 |
| Yield(%) | 0.00 | 0.00 | 2.19 | 6.69 | 7.90 | 10.91 | 8.71 | 20.60 | 0.00 | 0.00 | 0.00 | 4.28 | 15.04 | 12.51 | 21.07 | 11.66 | 9.73 | 6.65 | 8.69 | 18.76 | 16.65 | 10.17 | 4.33 | 0.00 | 0.00 | 0.18 | 17.83 | 7.46 | 0.13 | 0.00 | 0.00 | 0.00 | 0.23 | 1.08 | 1.34 | 1.43 | 4.98 | 5.09 | 0.11 | 0.16 | 0.40 | 0.94 |
Data as of 06/20/2025, AR inception is 06/12/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRSGX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS A) |
-26.56%
Feb 2000 - Feb 2003 |
-8.82%
Feb 2000 - Feb 2005 |
-3.64%
Feb 2000 - Feb 2010 |
2.56%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRSGX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS A) |
42.59%
Feb 1997 - Feb 2000 |
34.51%
Feb 1995 - Feb 2000 |
17.42%
Sep 2011 - Sep 2021 |
14.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart