Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSMLX (FRANKLIN SMALL CAP GROWTH FUND CLASS R6) | -2.08% | 4.64% | 11.68% | 5.46% | 8.59% | NA | NA | 9.77% |
Data as of 07/25/2025, AR inception is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMLX (FRANKLIN SMALL CAP GROWTH FUND CLASS R6) | 06/27/2013 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 4.64 | 11.68 | 5.46 | 8.59 | NA | NA | 9.77 | -2.08 | 13.18 | 31.24 | -30.17 | -0.14 | 41.93 | 33.61 | -2.92 | 21.51 | 8.92 | -4.26 | 3.96 | 24.36 |
| Sharpe Ratio | NA | 0.06 | 0.36 | 0.15 | 0.29 | NA | NA | 0.37 | -0.24 | 0.50 | 1.40 | -0.92 | -0.01 | 1.08 | 1.95 | -0.21 | 1.67 | 0.41 | -0.24 | 0.22 | 3.87 |
| Standard Deviation(%) | NA | 25.45 | 23.22 | 24.59 | 24.23 | NA | NA | 23.04 | 28.58 | 19.08 | 19.84 | 34.62 | 21.41 | 38.56 | 16.49 | 20.78 | 12.58 | 21.47 | 17.76 | 17.79 | 13.70 |
| Draw Down(%) | NA | 29.44 | 29.44 | 42.72 | 42.72 | NA | NA | 42.72 | 28.45 | 12.26 | 16.95 | 35.87 | 16.65 | 40.06 | 9.79 | 27.65 | 6.47 | 23.48 | 20.77 | 16.55 | 4.10 |
| Yield(%) | 0.00 | 0.00 | 0.17 | 5.45 | 6.76 | 6.20 | 4.65 | 7.74 | 0.00 | 0.00 | 0.00 | 0.36 | 14.02 | 11.76 | 7.52 | 17.69 | 2.08 | 0.00 | 1.81 | 4.24 | 4.04 |
Data as of 07/25/2025, AR inception is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMLX (FRANKLIN SMALL CAP GROWTH FUND CLASS R6) |
-5.40%
Apr 2021 - Apr 2024 |
2.91%
Mar 2015 - Mar 2020 |
6.57%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMLX (FRANKLIN SMALL CAP GROWTH FUND CLASS R6) |
24.60%
Apr 2018 - Apr 2021 |
24.59%
Feb 2016 - Feb 2021 |
10.38%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart