Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FVRMX (FRANKLIN MICROCAP VALUE FUND ADVISOR CLASS) | 12.47% | 25.28% | 15.48% | 3.46% | 7.00% | 7.58% | 6.23% | … | … |
Data as of 06/03/2026, Common starting date is 12/14/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVRMX (FRANKLIN MICROCAP VALUE FUND ADVISOR CLASS) | 12/14/2005 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 25.28 | 15.48 | 3.46 | 7.00 | 7.58 | 6.23 | … | … | 12.47 | 7.52 | 7.91 | 11.97 | -4.47 | 10.05 | -1.21 | 18.40 | -17.61 | 8.66 | 29.24 | -7.05 | -3.60 | 36.07 | 20.94 | 0.19 | 22.40 | 28.04 | -30.29 | -4.26 | 14.10 | -7.14 |
| Sharpe Ratio | NA | 1.23 | 0.59 | 0.04 | 0.24 | NA | NA | … | … | 1.43 | 0.20 | 0.21 | 0.44 | -0.30 | 0.41 | -0.03 | 1.24 | -1.39 | 0.64 | 1.95 | -0.54 | -0.30 | 2.99 | 1.39 | 0.01 | 1.18 | 1.10 | -1.15 | -0.57 | 0.97 | -2.23 |
| Standard Deviation(%) | NA | 18.28 | 21.04 | 21.02 | 22.50 | NA | NA | … | … | 19.76 | 23.34 | 20.13 | 19.22 | 19.45 | 24.66 | 44.21 | 13.70 | 13.67 | 12.50 | 14.89 | 13.20 | 12.01 | 12.06 | 15.11 | 25.18 | 18.85 | 25.39 | 27.02 | 13.02 | 11.08 | 37.93 |
| Draw Down(%) | NA | 13.48 | 25.62 | 28.88 | 46.52 | NA | NA | … | … | 13.48 | 22.19 | 10.41 | 17.34 | 13.59 | 22.60 | 43.30 | 13.39 | 24.02 | 10.92 | 10.77 | 13.59 | 9.43 | 4.35 | 8.19 | 21.54 | 18.68 | 28.77 | 40.33 | 16.47 | 9.40 | 7.87 |
| Yield(%) | 0.00 | 14.72 | 14.46 | 6.79 | 7.93 | 8.19 | 6.22 | … | … | 0.00 | 14.29 | 21.28 | 5.66 | 0.54 | 0.60 | 0.67 | 17.97 | 5.18 | 7.90 | 11.22 | 11.16 | 9.13 | 7.86 | 7.19 | 12.20 | 4.20 | 0.96 | 7.03 | 13.77 | 1.80 | 0.47 |
Data as of 06/03/2026, Common starting date is 12/14/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVRMX (FRANKLIN MICROCAP VALUE FUND ADVISOR CLASS) |
-16.46%
Mar 2006 – Mar 2009 |
-3.43%
Mar 2015 – Mar 2020 |
2.65%
Oct 2013 – Oct 2023 |
4.34%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVRMX (FRANKLIN MICROCAP VALUE FUND ADVISOR CLASS) |
26.11%
Mar 2009 – Mar 2012 |
25.11%
Feb 2009 – Feb 2014 |
14.02%
Feb 2009 – Feb 2019 |
10.33%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart