Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRVFX (FRANKLIN SMALL CAP VALUE FUND CLASS C) | 15.66% | 29.28% | 15.43% | 3.13% | 7.83% | 8.03% | 6.62% | … | … |
Data as of 06/03/2026, Common starting date is 09/12/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRVFX (FRANKLIN SMALL CAP VALUE FUND CLASS C) | 09/12/1996 | 06/03/2026 |
| 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 (%) | -0.19 | 29.28 | 15.43 | 3.13 | 7.83 | 8.03 | 6.62 | … | … | 15.66 | 6.56 | 10.57 | 11.96 | -13.78 | 11.71 | 2.80 | 25.16 | -13.57 | 9.95 | 28.65 | -8.39 | -0.79 | 33.83 | 17.62 | -4.35 | 26.12 | 30.58 | -33.21 | -3.53 | 15.98 | 8.42 | 24.00 | 31.43 | -10.15 | 14.27 | 21.54 | -1.54 | -24.19 | 28.47 | 15.43 |
| Sharpe Ratio | NA | 1.50 | 0.61 | 0.03 | 0.27 | NA | NA | … | … | 2.09 | 0.16 | 0.36 | 0.43 | -0.62 | 0.50 | 0.06 | 1.65 | -1.00 | 0.84 | 1.87 | -0.57 | -0.06 | 2.36 | 0.98 | -0.14 | 1.11 | 0.83 | -0.77 | -0.34 | 0.85 | 0.45 | 1.61 | 2.03 | -0.49 | 0.61 | 1.02 | -0.38 | -1.79 | 2.66 | 6.09 |
| Standard Deviation(%) | NA | 18.37 | 20.67 | 21.78 | 22.99 | NA | NA | … | … | 19.17 | 23.22 | 19.36 | 19.38 | 24.70 | 23.39 | 45.09 | 14.32 | 15.02 | 11.06 | 15.17 | 14.76 | 14.39 | 14.33 | 18.07 | 32.33 | 23.41 | 36.64 | 44.19 | 19.67 | 14.86 | 13.74 | 14.34 | 15.13 | 22.91 | 19.58 | 16.96 | 12.88 | 15.45 | 9.29 | 9.42 |
| Draw Down(%) | NA | 12.13 | 26.46 | 30.70 | 44.14 | NA | NA | … | … | 12.13 | 22.68 | 10.03 | 17.06 | 22.57 | 17.92 | 44.14 | 10.50 | 22.01 | 6.18 | 10.49 | 15.05 | 15.58 | 6.73 | 15.22 | 29.25 | 21.18 | 34.31 | 51.68 | 18.91 | 12.76 | 9.65 | 8.84 | 15.90 | 34.01 | 26.16 | 9.23 | 16.91 | 40.80 | 8.26 | 4.40 |
| Yield(%) | 0.00 | 9.42 | 7.83 | 3.56 | 6.12 | 6.86 | 5.76 | … | … | 0.00 | 9.05 | 7.92 | 5.04 | 0.00 | 0.00 | 0.21 | 7.64 | 14.37 | 9.18 | 6.60 | 10.00 | 9.31 | 6.13 | 4.23 | 4.14 | 0.00 | 0.00 | 0.09 | 4.02 | 7.94 | 2.56 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 | 1.11 | 0.04 |
Data as of 06/03/2026, Common starting date is 09/12/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRVFX (FRANKLIN SMALL CAP VALUE FUND CLASS C) |
-18.46%
Feb 2006 – Feb 2009 |
-5.41%
Feb 2004 – Feb 2009 |
3.17%
Oct 2013 – Oct 2023 |
4.20%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRVFX (FRANKLIN SMALL CAP VALUE FUND CLASS C) |
30.18%
Feb 2009 – Feb 2012 |
25.84%
Feb 2009 – Feb 2014 |
14.92%
Feb 2009 – Feb 2019 |
11.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart