Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSGRX (FRANKLIN SMALL CAP GROWTH FUND CLASS A) | -2.28% | 7.18% | 12.43% | 5.59% | 7.80% | 11.84% | 8.74% | 7.82% |
Data as of 07/03/2025, AR inception is 06/01/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSGRX (FRANKLIN SMALL CAP GROWTH FUND CLASS A) | 06/01/2000 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.35 | 7.18 | 12.43 | 5.59 | 7.80 | 11.84 | 8.74 | 7.82 | -2.28 | 12.77 | 30.65 | -30.85 | -16.73 | 27.66 | 33.04 | -3.29 | 20.97 | 8.36 | -4.72 | 3.47 | 54.54 | 10.55 | -1.02 | 34.56 | 45.41 | -41.14 | 2.92 | 9.46 | 4.48 | 11.36 | 48.47 | -26.06 | -3.33 | 3.44 |
| Sharpe Ratio | NA | 0.03 | 0.41 | 0.12 | 0.23 | NA | NA | 0.26 | -0.53 | 0.32 | 1.34 | -0.93 | -0.62 | 0.69 | 1.92 | -0.22 | 1.62 | 0.38 | -0.27 | 0.19 | 3.81 | 0.63 | -0.03 | 1.56 | 1.40 | -1.00 | 0.00 | 0.35 | 0.15 | 0.57 | 2.26 | -0.95 | -0.18 | 0.05 |
| Standard Deviation(%) | NA | 25.77 | 23.66 | 24.65 | 24.23 | NA | NA | 24.70 | 30.60 | 19.07 | 19.83 | 34.62 | 26.86 | 39.48 | 16.46 | 20.77 | 12.61 | 21.52 | 17.78 | 17.75 | 14.30 | 16.78 | 31.12 | 22.08 | 32.43 | 42.07 | 19.10 | 17.78 | 14.94 | 18.17 | 21.18 | 28.46 | 32.04 | 35.11 |
| Draw Down(%) | NA | 29.56 | 29.56 | 42.98 | 42.98 | NA | NA | 59.75 | 28.54 | 12.29 | 17.05 | 35.97 | 30.45 | 40.10 | 9.89 | 27.75 | 6.52 | 23.55 | 20.88 | 16.62 | 5.97 | 13.04 | 27.77 | 15.76 | 26.88 | 53.54 | 13.67 | 17.14 | 11.05 | 16.45 | 15.67 | 43.06 | 33.63 | 30.20 |
| Yield(%) | 0.00 | 0.00 | 0.20 | 6.25 | 6.97 | 11.92 | 8.06 | 7.83 | 0.00 | 0.00 | 0.00 | 0.42 | 15.90 | 13.13 | 8.31 | 19.10 | 2.23 | 0.00 | 1.92 | 4.47 | 5.14 | 3.12 | 0.00 | 0.00 | 0.00 | 0.73 | 18.69 | 10.60 | 0.00 | 0.27 | 0.00 | 1.24 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 06/01/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSGRX (FRANKLIN SMALL CAP GROWTH FUND CLASS A) |
-20.24%
Feb 2006 - Feb 2009 |
-9.00%
Feb 2004 - Feb 2009 |
-0.66%
Aug 2000 - Aug 2010 |
4.97%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSGRX (FRANKLIN SMALL CAP GROWTH FUND CLASS A) |
36.78%
Feb 2009 - Feb 2012 |
32.76%
Feb 2009 - Feb 2014 |
19.61%
Feb 2009 - Feb 2019 |
15.69%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart