Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSSRX (FRANKLIN SMALL CAP GROWTH FUND CLASS R) | 10.05% | 25.35% | 16.13% | 2.28% | 10.82% | 10.45% | 9.14% | … | … |
Data as of 06/04/2026, Common starting date is 04/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSSRX (FRANKLIN SMALL 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 (%) | 0.90 | 25.35 | 16.13 | 2.28 | 10.82 | 10.45 | 9.14 | … | … | 10.05 | 7.41 | 12.51 | 30.36 | -30.64 | -0.72 | 41.00 | 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 | 1.32 | 0.64 | -0.02 | 0.40 | NA | NA | … | … | 1.11 | 0.19 | 0.47 | 1.36 | -0.93 | -0.03 | 1.05 | 1.89 | -0.24 | 1.60 | 0.36 | -0.28 | 0.18 | 3.81 | 0.61 | -0.04 | 1.54 | 1.40 | -1.00 | -0.03 | 0.32 | 0.13 | 0.54 | 2.24 | -1.16 |
| Standard Deviation(%) | NA | 18.62 | 21.13 | 24.31 | 23.93 | NA | NA | … | … | 20.32 | 24.50 | 19.08 | 19.88 | 34.62 | 21.44 | 38.53 | 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 | 12.11 | 29.61 | 42.72 | 43.16 | NA | NA | … | … | 12.11 | 28.54 | 12.28 | 17.07 | 36.02 | 17.05 | 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 | 10.35 | 4.31 | 4.75 | 9.29 | 9.80 | 8.36 | … | … | 0.00 | 9.75 | 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 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 |
|---|---|---|---|---|
| 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