Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRSIX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS C) | 6.74% | 7.48% | 11.44% | 1.39% | 9.93% | 9.30% | 8.09% | … | … |
Data as of 06/04/2026, Common starting date is 06/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRSIX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS C) | 06/24/1996 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 7.48 | 11.44 | 1.39 | 9.93 | 9.30 | 8.09 | … | … | 6.74 | 2.19 | 10.51 | 26.30 | -34.52 | 9.73 | 55.02 | 30.98 | -5.66 | 20.71 | 3.61 | -2.63 | 6.65 | 37.69 | 10.04 | -5.61 | 27.47 | 42.12 | -42.94 | 10.64 | 6.69 | 9.72 | 12.25 | 36.62 | -30.10 | -21.12 | -10.49 | 95.62 | -0.67 | 14.90 | 9.60 |
| Sharpe Ratio | NA | 0.41 | 0.48 | -0.06 | 0.38 | NA | NA | … | … | 0.67 | -0.03 | 0.46 | 1.39 | -1.06 | 0.47 | 1.54 | 1.93 | -0.37 | 2.26 | 0.20 | -0.17 | 0.43 | 2.84 | 0.61 | -0.19 | 1.28 | 1.49 | -1.03 | 0.40 | 0.21 | 0.62 | 0.74 | 2.01 | -1.10 | -0.72 | -0.34 | 4.39 | -0.17 | 0.72 | 1.01 |
| Standard Deviation(%) | NA | 15.89 | 18.26 | 22.33 | 21.87 | NA | NA | … | … | 18.75 | 22.49 | 15.09 | 16.49 | 34.00 | 20.61 | 35.39 | 15.32 | 19.05 | 8.90 | 16.87 | 16.02 | 15.42 | 13.24 | 16.63 | 29.75 | 21.43 | 28.29 | 42.37 | 18.83 | 15.37 | 12.10 | 15.14 | 17.83 | 28.38 | 33.17 | 43.70 | 21.02 | 24.20 | 15.43 | 15.29 |
| Draw Down(%) | NA | 12.54 | 25.96 | 43.77 | 43.77 | NA | NA | … | … | 11.43 | 24.73 | 10.82 | 14.86 | 39.09 | 13.72 | 34.36 | 10.74 | 22.62 | 3.55 | 16.57 | 14.54 | 11.98 | 5.36 | 14.16 | 26.95 | 15.64 | 21.67 | 53.26 | 13.77 | 15.03 | 10.71 | 13.53 | 12.61 | 42.94 | 42.76 | 40.08 | 11.48 | 42.25 | 14.49 | 12.17 |
| Yield(%) | 0.00 | 17.13 | 7.35 | 8.76 | 12.49 | 10.33 | 8.75 | … | … | 0.00 | 17.27 | 0.00 | 0.00 | 8.71 | 26.63 | 20.66 | 31.27 | 16.24 | 13.03 | 8.66 | 10.93 | 22.41 | 19.24 | 11.50 | 4.83 | 0.00 | 0.00 | 0.19 | 19.03 | 7.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.53 | 1.16 | 0.80 | 4.56 | 4.08 |
Data as of 06/04/2026, Common starting date is 06/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRSIX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS C) |
-27.12%
Feb 2000 – Feb 2003 |
-9.50%
Feb 2000 – Feb 2005 |
-4.36%
Feb 2000 – Feb 2010 |
1.79%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRSIX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS C) |
41.57%
Feb 1997 – Feb 2000 |
24.67%
Feb 2009 – Feb 2014 |
16.56%
Sep 2011 – Sep 2021 |
13.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart