Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVFRX (FRANKLIN SMALL CAP VALUE FUND CLASS R) | 16.79% | 31.79% | 16.29% | 4.19% | 8.57% | 8.88% | 7.31% | … | … |
Data as of 06/04/2026, Common starting date is 08/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVFRX (FRANKLIN SMALL CAP VALUE FUND CLASS R) | 08/05/2002 | 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 (%) | 0.61 | 31.79 | 16.29 | 4.19 | 8.57 | 8.88 | 7.31 | … | … | 16.79 | 7.06 | 11.13 | 12.52 | -12.91 | 14.00 | 3.55 | 25.77 | -13.12 | 10.49 | 29.26 | -7.92 | -0.29 | 34.50 | 18.19 | -3.80 | 26.74 | 31.27 | -32.97 | -3.07 | 16.54 | 9.00 | 24.58 | 32.15 | 4.87 |
| Sharpe Ratio | NA | 1.53 | 0.63 | 0.07 | 0.31 | NA | NA | … | … | 2.13 | 0.18 | 0.39 | 0.46 | -0.59 | 0.61 | 0.07 | 1.70 | -0.97 | 0.89 | 1.92 | -0.54 | -0.02 | 2.41 | 1.01 | -0.12 | 1.14 | 0.85 | -0.77 | -0.32 | 0.89 | 0.49 | 1.65 | 2.07 | 0.44 |
| Standard Deviation(%) | NA | 18.41 | 20.71 | 21.65 | 22.94 | NA | NA | … | … | 19.18 | 23.32 | 19.37 | 19.38 | 24.59 | 22.78 | 45.12 | 14.32 | 15.02 | 11.04 | 15.17 | 14.75 | 14.39 | 14.31 | 18.09 | 32.32 | 23.43 | 36.64 | 44.20 | 19.69 | 14.86 | 13.75 | 14.33 | 15.16 | 25.89 |
| Draw Down(%) | NA | 12.08 | 26.32 | 29.34 | 44.12 | NA | NA | … | … | 12.08 | 22.62 | 9.98 | 16.75 | 22.30 | 16.62 | 44.12 | 10.46 | 21.88 | 6.03 | 10.45 | 14.95 | 15.48 | 6.71 | 15.12 | 29.10 | 21.10 | 34.28 | 51.61 | 18.76 | 12.69 | 9.57 | 8.82 | 15.78 | 20.60 |
| Yield(%) | 0.00 | 8.23 | 7.04 | 3.36 | 5.87 | 6.94 | 5.85 | … | … | 0.00 | 7.87 | 7.05 | 4.69 | 0.14 | 0.36 | 0.50 | 7.20 | 13.37 | 8.61 | 6.05 | 9.56 | 8.73 | 6.06 | 4.48 | 4.12 | 0.11 | 0.38 | 0.62 | 4.43 | 8.07 | 2.48 | 0.81 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVFRX (FRANKLIN SMALL CAP VALUE FUND CLASS R) |
-18.09%
Feb 2006 – Feb 2009 |
-4.96%
Feb 2004 – Feb 2009 |
3.92%
Oct 2013 – Oct 2023 |
4.71%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVFRX (FRANKLIN SMALL CAP VALUE FUND CLASS R) |
30.86%
Feb 2009 – Feb 2012 |
26.48%
Feb 2009 – Feb 2014 |
15.50%
Feb 2009 – Feb 2019 |
11.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart