Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBVAX (Franklin Small Cap Value B) | NA | 29.79% | 14.23% | 5.95% | 9.13% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 07/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBVAX (Franklin Small Cap Value B) | 07/30/2001 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.79 | 14.23 | 5.95 | 9.13 | NA | NA | … | … | 9.31 | 17.55 | -4.33 | 26.08 | 30.65 | -33.30 | -3.53 | 15.96 | 8.39 | 24.02 | 31.48 | -10.21 | 2.28 |
| Sharpe Ratio | NA | 2.08 | 0.61 | 0.18 | 0.32 | NA | NA | … | … | 2.27 | 0.98 | -0.13 | 1.10 | 0.83 | -0.77 | -0.33 | 0.86 | 0.45 | 1.61 | 2.04 | -0.49 | 0.17 |
| Standard Deviation(%) | NA | 14.32 | 23.64 | 31.46 | 25.28 | NA | NA | … | … | 9.76 | 18.09 | 32.45 | 23.67 | 36.64 | 44.34 | 19.68 | 14.84 | 13.97 | 14.35 | 15.13 | 22.88 | 23.20 |
| Draw Down(%) | NA | 7.27 | 29.26 | 55.72 | 60.73 | NA | NA | … | … | 4.47 | 15.23 | 29.26 | 21.21 | 34.32 | 51.74 | 18.89 | 12.77 | 9.63 | 8.85 | 15.83 | 34.05 | 21.80 |
| Yield(%) | 0.00 | 3.80 | 3.06 | 1.65 | 3.55 | 2.42 | 1.82 | … | … | 0.00 | 3.69 | 4.08 | 0.00 | 0.00 | 0.00 | 3.88 | 7.74 | 2.54 | 0.27 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2013, Common starting date is 07/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBVAX (Franklin Small Cap Value B) |
-18.49%
Feb 2006 – Feb 2009 |
-5.43%
Feb 2004 – Feb 2009 |
5.37%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBVAX (Franklin Small Cap Value B) |
30.18%
Feb 2009 – Feb 2012 |
18.20%
Sep 2002 – Sep 2007 |
11.33%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart