It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FGSRX: FRANKLIN GROWTH FUND CLASS R (MUTUAL FUND)
Basic Info 137.34 3.52(2.50%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 04/04/2002 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 14.44% |
| Expenses | 0.46% |
| Sign up to get fund ranking change alerts | |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 4.2 | 16.3 | 16.5 | 8.7 | 13.6 | 12.8 | 10.7 | 9.6 | 15.1 | 17.7 | 27.2 | -25.5 | 21.3 | 30.4 | 31.8 | -3.6 | 26.5 | 8.2 | 1.7 | 14.6 | 29.1 | 13.4 | 0.4 | 14.6 | 33.9 | -33.5 | 6.8 | 13.9 | 8.1 | 11.0 | 27.7 | -23.8 |
| Sharpe Ratio | NA | 0.49 | 1.03 | 0.82 | 0.32 | 0.62 | NA | NA | 0.45 | 0.64 | 0.98 | 1.6 | -0.94 | 1.36 | 0.9 | 2.23 | -0.27 | 3.53 | 0.62 | 0.12 | 1.29 | 2.89 | 1.08 | 0.01 | 0.8 | 1.4 | -0.98 | 0.25 | 0.98 | 0.55 | 0.81 | 1.57 | -1.14 |
| Draw Down(%) | NA | 11.5 | 11.5 | 20.0 | 32.4 | 32.5 | NA | NA | 51.2 | 20.0 | 8.5 | 11.6 | 31.3 | 8.6 | 32.5 | 6.6 | 21.0 | 2.1 | 10.6 | 10.0 | 6.8 | 5.3 | 10.2 | 19.0 | 15.2 | 24.6 | 44.8 | 9.8 | 9.1 | 5.6 | 10.0 | 14.8 | 33.9 |
| Standard Deviation(%) | NA | 15.3 | 13.3 | 16.1 | 19.2 | 19.3 | NA | NA | 18.8 | 19.3 | 14.3 | 14.8 | 28.7 | 15.7 | 33.5 | 13.6 | 18.3 | 7.4 | 12.8 | 13.4 | 11.3 | 10.1 | 12.4 | 23.0 | 18.0 | 24.1 | 35.2 | 14.7 | 10.7 | 10.5 | 12.3 | 17.2 | 27.7 |
| Treynor Ratio | NA | 0.1 | 0.19 | 0.18 | 0.08 | 0.16 | NA | NA | 0.1 | 0.16 | 0.2 | 0.32 | -0.36 | 0.32 | 0.35 | 0.5 | -0.06 | 0.33 | 0.1 | 0.02 | 0.18 | 0.36 | 0.16 | 0.0 | 0.16 | 0.36 | -0.38 | 0.04 | 0.14 | 0.07 | 0.13 | 0.32 | -0.42 |
| Alpha | NA | 0.03 | 0.02 | 0.0 | 0.01 | 0.0 | NA | NA | 0.0 | 0.01 | -0.02 | -0.02 | 0.03 | 0.04 | -0.05 | 0.02 | -0.02 | 0.01 | 0.03 | -0.02 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.04 | -0.01 | 0.02 | 0.02 | -0.01 |
| Beta | NA | 0.74 | 0.72 | 0.73 | 0.74 | 0.77 | NA | NA | 0.81 | 0.75 | 0.71 | 0.75 | 0.76 | 0.67 | 0.85 | 0.61 | 0.85 | 0.79 | 0.82 | 0.81 | 0.79 | 0.81 | 0.83 | 0.86 | 0.93 | 0.95 | 0.91 | 0.86 | 0.76 | 0.81 | 0.77 | 0.83 | 0.76 |
| RSquared | NA | 0.87 | 0.86 | 0.91 | 0.92 | 0.87 | NA | NA | 0.9 | 0.92 | 0.9 | 0.9 | 0.94 | 0.84 | 0.84 | 0.67 | 0.94 | 0.86 | 0.9 | 0.95 | 0.91 | 0.93 | 0.94 | 0.97 | 0.97 | 0.94 | 0.94 | 0.92 | 0.85 | 0.83 | 0.83 | 0.88 | 0.9 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 14.7 | 9.3 | 7.4 | 7.2 | 10.4 | 9.4 | 6.8 | 1.2 | 3.1 | 3.8 | 3.4 | 0.0 | 0.2 | 0.1 | 0.5 | 0.3 | 0.7 | 0.2 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 74.6 | 48.7 | -30.4 | -22.5 | 30.2 | 73.3 | 417.0 | -50.3 | -11.7 | 6.7 | N/A | -100.0 | 62.7 | -71.6 | 76.3 | -47.8 | 109.3 | 260.0 | 328.6 | 600.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 2.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 2.68% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.07% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.34% (97%)
- GAM (General American Investors Closed Fund) 1.52% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.51% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 2.24% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.17% (22%)
Latest Articles Related to FGSRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
