Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRMCX (FRANKLIN MICROCAP VALUE FUND CLASS A) | 10.30% | 21.08% | 12.56% | 2.76% | 6.43% | 7.29% | 6.27% | … | … |
Data as of 06/10/2026, Common starting date is 02/29/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRMCX (FRANKLIN MICROCAP VALUE FUND CLASS A) | 02/29/1996 | 06/10/2026 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.84 | 21.08 | 12.56 | 2.76 | 6.43 | 7.29 | 6.27 | … | … | 10.30 | 7.25 | 7.65 | 11.72 | -4.82 | 9.64 | -1.52 | 18.16 | -17.82 | 8.39 | 28.88 | -7.29 | -3.82 | 35.75 | 20.65 | -0.05 | 22.14 | 27.78 | -30.45 | -4.47 | 19.93 | 12.29 | 16.16 | 36.42 | 4.50 | 41.27 | 12.07 | -3.26 | -6.76 | 27.71 | 23.30 |
| Sharpe Ratio | NA | 1.31 | 0.56 | 0.03 | 0.23 | NA | NA | … | … | 1.56 | 0.19 | 0.20 | 0.42 | -0.32 | 0.39 | -0.04 | 1.22 | -1.41 | 0.62 | 1.93 | -0.55 | -0.32 | 2.96 | 1.38 | 0.00 | 1.17 | 1.09 | -1.16 | -0.59 | 1.83 | 1.29 | 2.52 | 4.95 | 0.36 | 3.75 | 0.69 | -0.43 | -0.86 | 3.05 | 4.08 |
| Standard Deviation(%) | NA | 18.25 | 20.95 | 21.06 | 22.52 | NA | NA | … | … | 19.61 | 23.39 | 20.13 | 19.24 | 19.49 | 24.72 | 44.19 | 13.71 | 13.67 | 12.50 | 14.89 | 13.20 | 12.02 | 12.08 | 15.09 | 25.20 | 18.83 | 25.40 | 27.00 | 13.01 | 9.05 | 7.78 | 6.02 | 7.21 | 9.33 | 10.56 | 11.45 | 15.54 | 11.85 | 7.85 | 6.04 |
| Draw Down(%) | NA | 13.52 | 25.67 | 29.28 | 46.73 | NA | NA | … | … | 13.52 | 22.19 | 10.42 | 17.38 | 13.74 | 22.75 | 43.35 | 13.47 | 24.09 | 11.06 | 10.81 | 13.67 | 9.56 | 4.38 | 8.25 | 21.59 | 18.69 | 28.78 | 40.45 | 16.57 | 9.43 | 5.74 | 4.30 | 8.59 | 20.37 | 8.81 | 11.08 | 18.23 | 29.32 | 7.35 | 3.90 |
| Yield(%) | 0.00 | 14.54 | 13.69 | 6.66 | 7.69 | 8.15 | 6.50 | … | … | 0.00 | 14.29 | 21.33 | 5.49 | 0.30 | 0.34 | 0.41 | 17.84 | 5.20 | 7.68 | 10.97 | 11.17 | 9.12 | 7.61 | 6.90 | 11.92 | 3.98 | 0.69 | 6.79 | 13.50 | 7.50 | 8.66 | 5.76 | 2.60 | 6.35 | 6.70 | 4.24 | 7.58 | 6.95 | 7.95 | 3.69 |
Data as of 06/10/2026, Common starting date is 02/29/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRMCX (FRANKLIN MICROCAP VALUE FUND CLASS A) |
-15.18%
Mar 2006 – Mar 2009 |
-3.67%
Mar 2015 – Mar 2020 |
2.37%
Oct 2013 – Oct 2023 |
4.04%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRMCX (FRANKLIN MICROCAP VALUE FUND CLASS A) |
27.94%
Mar 2003 – Mar 2006 |
24.84%
Feb 2009 – Feb 2014 |
15.85%
Apr 1997 – Apr 2007 |
12.91%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison Chart