Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSMRX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS R) | 6.96% | 7.92% | 11.98% | 1.89% | 10.47% | 9.84% | 8.62% | … | … |
Data as of 06/04/2026, Common starting date is 04/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMRX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS R) | 04/04/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.59 | 7.92 | 11.98 | 1.89 | 10.47 | 9.84 | 8.62 | … | … | 6.96 | 2.60 | 11.10 | 26.86 | -34.00 | 10.00 | 55.74 | 31.66 | -5.19 | 21.36 | 4.09 | -2.16 | 7.15 | 38.42 | 10.56 | -5.13 | 28.14 | 42.80 | -42.66 | 11.19 | 7.25 | 10.28 | 12.78 | 37.28 | -25.39 |
| Sharpe Ratio | NA | 0.44 | 0.50 | -0.03 | 0.41 | NA | NA | … | … | 0.70 | -0.01 | 0.49 | 1.42 | -1.04 | 0.48 | 1.56 | 1.97 | -0.35 | 2.33 | 0.23 | -0.14 | 0.46 | 2.90 | 0.64 | -0.17 | 1.31 | 1.51 | -1.03 | 0.43 | 0.25 | 0.66 | 0.78 | 2.05 | -1.09 |
| Standard Deviation(%) | NA | 15.91 | 18.30 | 22.35 | 21.86 | NA | NA | … | … | 18.75 | 22.50 | 15.13 | 16.52 | 34.02 | 20.59 | 35.31 | 15.32 | 19.05 | 8.91 | 16.88 | 16.03 | 15.45 | 13.22 | 16.62 | 29.75 | 21.43 | 28.30 | 42.35 | 18.79 | 15.35 | 12.11 | 15.12 | 17.85 | 30.69 |
| Draw Down(%) | NA | 12.48 | 25.82 | 43.62 | 43.62 | NA | NA | … | … | 11.38 | 24.67 | 10.70 | 14.75 | 38.82 | 13.70 | 34.32 | 10.67 | 22.54 | 3.54 | 16.52 | 14.42 | 11.96 | 5.32 | 14.08 | 26.79 | 15.54 | 21.59 | 53.06 | 13.71 | 14.92 | 10.67 | 13.33 | 12.51 | 38.94 |
| Yield(%) | 0.00 | 9.14 | 3.97 | 5.66 | 10.24 | 9.50 | 8.37 | … | … | 0.00 | 9.24 | 0.00 | 0.00 | 5.03 | 17.22 | 14.12 | 23.25 | 12.68 | 10.48 | 7.11 | 9.21 | 19.63 | 17.27 | 10.49 | 4.45 | 0.00 | 0.00 | 0.18 | 18.07 | 7.53 | 0.07 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMRX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS R) |
-16.48%
Feb 2006 – Feb 2009 |
-5.81%
Feb 2004 – Feb 2009 |
5.08%
Feb 2006 – Feb 2016 |
6.46%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMRX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS R) |
31.14%
Dec 2018 – Dec 2021 |
25.29%
Feb 2009 – Feb 2014 |
17.13%
Sep 2011 – Sep 2021 |
14.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart