Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSSAX (FRANKLIN SMALL CAP GROWTH FUND ADVISOR CLASS) | 10.32% | 25.94% | 16.69% | 2.77% | 11.36% | 11.00% | 9.68% | … | … |
Data as of 06/04/2026, Common starting date is 09/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSSAX (FRANKLIN SMALL CAP GROWTH FUND ADVISOR CLASS) | 09/26/2000 | 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 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 25.94 | 16.69 | 2.77 | 11.36 | 11.00 | 9.68 | … | … | 10.32 | 7.88 | 13.02 | 31.05 | -30.29 | -0.24 | 41.68 | 33.34 | -3.08 | 21.32 | 8.64 | -4.46 | 3.76 | 55.10 | 10.77 | -0.74 | 34.99 | 45.88 | -40.98 | 3.18 | 9.69 | 4.74 | 11.30 | 48.97 | -26.99 | -3.03 | -15.79 |
| Sharpe Ratio | NA | 1.35 | 0.67 | 0.01 | 0.42 | NA | NA | … | … | 1.14 | 0.20 | 0.49 | 1.40 | -0.92 | -0.01 | 1.07 | 1.94 | -0.21 | 1.65 | 0.39 | -0.25 | 0.21 | 3.85 | 0.64 | -0.02 | 1.58 | 1.42 | -0.99 | 0.00 | 0.35 | 0.17 | 0.57 | 2.28 | -0.99 | -0.17 | -1.24 |
| Standard Deviation(%) | NA | 18.58 | 21.13 | 24.30 | 23.93 | NA | NA | … | … | 20.29 | 24.54 | 19.04 | 19.82 | 34.63 | 21.42 | 38.56 | 16.46 | 20.84 | 12.60 | 21.49 | 17.80 | 17.77 | 14.30 | 16.77 | 31.15 | 22.13 | 32.30 | 42.10 | 19.03 | 17.83 | 14.87 | 18.18 | 21.17 | 28.53 | 31.98 | 42.20 |
| Draw Down(%) | NA | 11.99 | 29.48 | 42.58 | 42.80 | NA | NA | … | … | 11.99 | 28.49 | 12.25 | 16.95 | 35.89 | 16.77 | 40.11 | 9.82 | 27.69 | 6.49 | 23.50 | 20.81 | 16.54 | 5.95 | 13.00 | 27.75 | 15.75 | 26.93 | 53.48 | 13.64 | 17.11 | 10.96 | 16.54 | 15.64 | 43.56 | 33.51 | 25.58 |
| Yield(%) | 0.00 | 8.11 | 3.41 | 3.94 | 8.37 | 9.16 | 8.12 | … | … | 0.00 | 7.65 | 0.00 | 0.00 | 0.37 | 14.32 | 11.97 | 7.63 | 17.87 | 2.09 | 0.00 | 1.81 | 4.24 | 4.91 | 2.99 | 0.00 | 0.00 | 0.00 | 0.71 | 18.28 | 10.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSSAX (FRANKLIN SMALL CAP GROWTH FUND ADVISOR CLASS) |
-20.03%
Feb 2006 – Feb 2009 |
-8.78%
Feb 2004 – Feb 2009 |
2.39%
Oct 2000 – Oct 2010 |
5.14%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSSAX (FRANKLIN SMALL CAP GROWTH FUND ADVISOR CLASS) |
37.17%
Feb 2009 – Feb 2012 |
33.16%
Feb 2009 – Feb 2014 |
19.94%
Feb 2009 – Feb 2019 |
16.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart