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FSGRX: FRANKLIN SMALL CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 24.53 0.79(3.12%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 06/01/2000 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 9.30% |
| Expenses | 1.78% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | -2.7 | 6.7 | 21.8 | 15.2 | 1.9 | 10.9 | 10.3 | 9.2 | 8.2 | 7.6 | 12.8 | 30.6 | -30.4 | -0.5 | 41.3 | 33.0 | -3.3 | 21.0 | 8.4 | -4.7 | 3.5 | 54.5 | 10.5 | -1.0 | 34.6 | 45.4 | -41.1 | 2.9 | 9.5 | 4.5 | 11.4 | 48.5 | -26.1 | -3.3 | 3.4 |
| Sharpe Ratio | NA | 0.68 | 1.02 | 0.56 | -0.03 | 0.39 | NA | NA | 0.28 | 0.2 | 0.48 | 1.37 | -0.92 | -0.02 | 1.06 | 1.92 | -0.23 | 1.62 | 0.38 | -0.27 | 0.19 | 3.81 | 0.63 | -0.03 | 1.56 | 1.4 | -1.0 | -0.01 | 0.34 | 0.15 | 0.57 | 2.25 | -0.96 | -0.18 | 0.05 |
| Draw Down(%) | NA | 12.0 | 12.0 | 29.6 | 42.7 | 43.0 | NA | NA | 59.7 | 28.5 | 12.3 | 17.0 | 36.0 | 16.9 | 40.1 | 9.9 | 27.7 | 6.5 | 23.6 | 20.9 | 16.6 | 6.0 | 13.0 | 27.8 | 15.8 | 26.9 | 53.5 | 13.7 | 17.1 | 11.0 | 16.4 | 15.7 | 43.1 | 33.6 | 30.2 |
| Standard Deviation(%) | NA | 20.6 | 18.8 | 21.2 | 24.3 | 23.9 | NA | NA | 24.5 | 24.5 | 19.1 | 19.8 | 34.6 | 21.4 | 38.5 | 16.5 | 20.8 | 12.6 | 21.5 | 17.8 | 17.7 | 14.3 | 16.8 | 31.1 | 22.1 | 32.4 | 42.1 | 19.1 | 17.8 | 14.9 | 18.2 | 21.2 | 28.5 | 32.0 | 35.1 |
| Treynor Ratio | NA | 0.16 | 0.22 | 0.12 | -0.01 | 0.09 | NA | NA | 0.07 | 0.05 | 0.09 | 0.28 | -0.31 | -0.01 | 0.41 | 0.31 | -0.04 | 0.17 | 0.07 | -0.04 | 0.03 | 0.57 | 0.11 | -0.01 | 0.38 | 0.47 | -0.44 | 0.0 | 0.06 | 0.02 | 0.11 | 0.47 | -0.26 | -0.05 | 0.02 |
| Alpha | NA | -0.04 | -0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.03 | 0.0 | -0.02 | 0.02 | 0.0 | 0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.05 | -0.02 | 0.0 | 0.02 | 0.01 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | 0.01 | -0.05 | 0.0 | 0.07 |
| Beta | NA | 0.86 | 0.87 | 0.96 | 1.0 | 1.01 | NA | NA | 1.0 | 0.97 | 0.99 | 0.99 | 1.04 | 0.99 | 1.0 | 1.01 | 1.05 | 1.17 | 1.17 | 1.06 | 1.09 | 0.95 | 0.95 | 0.95 | 0.91 | 0.97 | 0.96 | 1.01 | 1.03 | 0.98 | 0.94 | 1.02 | 1.07 | 1.11 | 0.94 |
| RSquared | NA | 0.89 | 0.85 | 0.92 | 0.94 | 0.95 | NA | NA | 0.92 | 0.91 | 0.93 | 0.95 | 0.98 | 0.93 | 0.97 | 0.93 | 0.95 | 0.91 | 0.91 | 0.9 | 0.92 | 0.92 | 0.95 | 0.98 | 0.97 | 0.97 | 0.97 | 0.94 | 0.95 | 0.95 | 0.91 | 0.88 | 0.87 | 0.75 | 0.71 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.8 | 0.0 | 0.0 | 0.4 | 15.9 | 13.1 | 8.3 | 19.1 | 2.2 | 0.0 | 1.9 | 4.5 | 5.1 | 3.1 | 0.0 | 0.0 | 0.0 | 0.7 | 18.7 | 10.6 | 0.0 | 0.3 | 0.0 | 1.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -97.7 | 50.7 | 97.8 | -66.4 | 920.6 | N/A | -100.0 | -57.2 | 24.4 | 80.0 | N/A | N/A | N/A | -100.0 | -96.7 | 70.7 | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/28/2000
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