Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSSRX (FRANKLIN SMALL CAP GROWTH FUND CLASS R) | -4.55% | 0.71% | 9.03% | 4.28% | 7.36% | 10.77% | 8.13% | 8.08% |
Data as of 07/31/2025, AR inception is 04/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSSRX (FRANKLIN SMALL CAP GROWTH FUND CLASS R) | 04/04/2002 | 07/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.48 | 0.71 | 9.03 | 4.28 | 7.36 | 10.77 | 8.13 | 8.08 | -4.55 | 12.51 | 30.36 | -31.09 | -18.31 | 26.34 | 32.66 | -3.54 | 20.73 | 8.04 | -4.90 | 3.26 | 54.31 | 10.22 | -1.23 | 34.20 | 45.47 | -41.31 | 2.60 | 9.14 | 4.17 | 10.84 | 47.98 | -27.21 |
| Sharpe Ratio | NA | 0.03 | 0.33 | 0.12 | 0.26 | NA | NA | 0.29 | -0.26 | 0.31 | 1.33 | -0.94 | -0.66 | 0.65 | 1.89 | -0.23 | 1.60 | 0.36 | -0.28 | 0.18 | 3.81 | 0.61 | -0.04 | 1.54 | 1.40 | -1.00 | -0.02 | 0.33 | 0.13 | 0.55 | 2.24 | -1.16 |
| Standard Deviation(%) | NA | 25.43 | 23.24 | 24.60 | 24.24 | NA | NA | 24.04 | 28.56 | 19.08 | 19.88 | 34.67 | 27.90 | 39.68 | 16.52 | 20.79 | 12.61 | 21.51 | 17.79 | 17.79 | 14.25 | 16.87 | 31.08 | 22.08 | 32.34 | 42.04 | 19.12 | 17.76 | 14.91 | 18.16 | 21.11 | 30.82 |
| Draw Down(%) | NA | 29.61 | 29.61 | 43.16 | 43.16 | NA | NA | 59.85 | 28.54 | 12.28 | 17.07 | 36.02 | 31.75 | 40.12 | 9.96 | 27.80 | 6.57 | 23.57 | 20.91 | 16.66 | 5.95 | 13.10 | 27.76 | 15.85 | 26.84 | 53.56 | 13.75 | 17.18 | 11.05 | 16.75 | 15.71 | 42.87 |
| Yield(%) | 0.00 | 0.00 | 0.21 | 6.52 | 7.29 | 11.20 | 7.79 | 8.46 | 0.00 | 0.00 | 0.00 | 0.46 | 17.22 | 14.07 | 8.83 | 20.03 | 2.33 | 0.00 | 1.99 | 4.62 | 5.31 | 3.20 | 0.00 | 0.00 | 0.00 | 0.75 | 18.95 | 10.71 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/31/2025, AR inception is 04/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSSRX (FRANKLIN SMALL CAP GROWTH FUND CLASS R) |
-20.42%
Feb 2006 - Feb 2009 |
-9.21%
Feb 2004 - Feb 2009 |
5.28%
Feb 2006 - Feb 2016 |
7.07%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSSRX (FRANKLIN SMALL CAP GROWTH FUND CLASS R) |
36.49%
Feb 2009 - Feb 2012 |
32.48%
Feb 2009 - Feb 2014 |
19.34%
Feb 2009 - Feb 2019 |
15.42%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart