Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSGAX (FRANKLIN SMALL-MID CAP GROWTH FUND ADVISOR CLASS) | 1.66% | 10.71% | 12.88% | 7.00% | 9.00% | 11.61% | 9.31% | 8.65% |
Data as of 06/23/2025, AR inception is 08/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSGAX (FRANKLIN SMALL-MID CAP GROWTH FUND ADVISOR CLASS) | 08/27/1997 | 06/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 10.71 | 12.88 | 7.00 | 9.00 | 11.61 | 9.31 | 8.65 | 1.66 | 11.65 | 27.50 | -37.10 | -2.97 | 44.93 | 32.33 | -4.72 | 21.92 | 4.64 | -1.64 | 7.68 | 39.10 | 11.15 | -4.65 | 28.76 | 43.48 | -42.34 | 11.77 | 7.77 | 10.82 | 13.34 | 38.01 | -29.42 | -20.36 | -9.56 | 97.66 | 0.35 | 0.58 |
| Sharpe Ratio | NA | 0.31 | 0.53 | 0.22 | 0.34 | NA | NA | 0.29 | -0.03 | 0.33 | 1.42 | -1.11 | -0.13 | 1.24 | 2.02 | -0.32 | 2.40 | 0.26 | -0.10 | 0.50 | 2.96 | 0.67 | -0.16 | 1.34 | 1.53 | -1.02 | 0.47 | 0.29 | 0.71 | 0.82 | 2.09 | -1.08 | -0.69 | -0.31 | 4.49 | -0.12 | -0.09 |
| Standard Deviation(%) | NA | 23.25 | 21.30 | 23.24 | 22.08 | NA | NA | 23.87 | 29.46 | 15.12 | 16.53 | 34.88 | 23.23 | 36.00 | 15.32 | 19.06 | 8.90 | 16.87 | 16.03 | 15.42 | 13.22 | 16.62 | 29.74 | 21.43 | 28.31 | 42.35 | 18.81 | 15.38 | 12.11 | 15.12 | 17.83 | 28.34 | 33.15 | 43.69 | 21.02 | 24.20 | 19.62 |
| Draw Down(%) | NA | 25.70 | 25.70 | 43.45 | 43.45 | NA | NA | 68.88 | 24.63 | 10.51 | 14.64 | 38.62 | 22.62 | 34.28 | 10.56 | 22.42 | 3.52 | 16.46 | 14.30 | 11.88 | 5.26 | 13.98 | 26.63 | 15.46 | 21.50 | 52.83 | 13.65 | 14.82 | 10.60 | 13.21 | 12.43 | 42.49 | 42.39 | 39.58 | 11.48 | 41.91 | 14.35 |
| Yield(%) | 0.00 | 0.01 | 1.81 | 5.93 | 7.42 | 10.85 | 8.67 | 9.66 | 0.00 | 0.01 | 0.00 | 3.66 | 13.16 | 11.09 | 19.07 | 10.71 | 9.01 | 6.21 | 8.17 | 17.89 | 16.01 | 9.84 | 4.21 | 0.00 | 0.00 | 0.17 | 17.56 | 7.37 | 0.41 | 0.00 | 0.00 | 0.00 | 0.52 | 1.22 | 1.41 | 1.65 | 4.42 |
Data as of 06/23/2025, AR inception is 08/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSGAX (FRANKLIN SMALL-MID CAP GROWTH FUND ADVISOR CLASS) |
-26.38%
Feb 2000 - Feb 2003 |
-8.60%
Feb 2000 - Feb 2005 |
-3.40%
Feb 2000 - Feb 2010 |
2.81%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSGAX (FRANKLIN SMALL-MID CAP GROWTH FUND ADVISOR CLASS) |
31.75%
Dec 2018 - Dec 2021 |
25.93%
Feb 2009 - Feb 2014 |
17.72%
Sep 2011 - Sep 2021 |
14.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart