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FKARX: FRANKLIN GROWTH OPPORTUNITIES FUND CLASS R (MUTUAL FUND)
Basic Info 40.94 1.69(3.96%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 04/04/2002 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 19.50% |
| Expenses | 1.15% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.4 | 6.5 | 13.0 | 18.5 | 7.3 | 13.7 | 12.3 | 10.8 | 10.1 | 7.9 | 25.3 | 39.2 | -37.3 | 17.5 | 45.1 | 33.5 | -1.6 | 28.5 | -3.2 | 5.6 | 7.6 | 39.3 | 10.4 | -3.7 | 21.6 | 43.3 | -40.2 | 20.7 | 6.5 | 10.9 | 17.1 | 43.6 | -30.5 |
| Sharpe Ratio | NA | 0.7 | 0.63 | 0.79 | 0.21 | 0.55 | NA | NA | 0.4 | 0.22 | 1.24 | 2.16 | -1.15 | 0.91 | 1.29 | 2.1 | -0.14 | 3.0 | -0.21 | 0.32 | 0.46 | 2.89 | 0.63 | -0.13 | 1.0 | 1.59 | -0.95 | 0.89 | 0.21 | 0.67 | 1.02 | 2.22 | -1.19 |
| Draw Down(%) | NA | 13.3 | 15.9 | 23.7 | 43.8 | 43.8 | NA | NA | 54.7 | 23.7 | 10.7 | 12.1 | 39.6 | 12.3 | 31.6 | 8.7 | 24.1 | 3.4 | 17.0 | 13.8 | 11.1 | 7.4 | 14.5 | 23.0 | 16.2 | 19.4 | 51.4 | 13.3 | 15.5 | 12.2 | 14.2 | 12.3 | 43.3 |
| Standard Deviation(%) | NA | 19.3 | 16.4 | 19.4 | 22.8 | 22.1 | NA | NA | 22.5 | 23.0 | 17.5 | 16.6 | 33.8 | 19.2 | 34.5 | 15.3 | 21.8 | 9.3 | 16.5 | 17.2 | 16.6 | 13.6 | 16.4 | 29.0 | 21.5 | 27.2 | 43.4 | 19.9 | 14.9 | 12.8 | 15.8 | 19.4 | 33.2 |
| Treynor Ratio | NA | 0.14 | 0.11 | 0.17 | 0.05 | 0.13 | NA | NA | 0.09 | 0.05 | 0.25 | 0.42 | -0.43 | 0.2 | 0.49 | 0.45 | -0.03 | 0.27 | -0.03 | 0.05 | 0.07 | 0.36 | 0.09 | -0.03 | 0.2 | 0.4 | -0.36 | 0.15 | 0.03 | 0.09 | 0.16 | 0.48 | -0.45 |
| Alpha | NA | 0.06 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.02 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.0 | -0.03 | -0.01 | 0.03 | 0.02 | 0.02 | 0.03 | 0.02 | 0.0 | 0.04 | 0.06 | -0.03 |
| Beta | NA | 0.94 | 0.92 | 0.9 | 0.9 | 0.9 | NA | NA | 0.98 | 0.92 | 0.88 | 0.86 | 0.9 | 0.86 | 0.9 | 0.71 | 1.03 | 1.04 | 1.09 | 1.04 | 1.16 | 1.09 | 1.1 | 1.08 | 1.09 | 1.07 | 1.13 | 1.15 | 1.07 | 1.0 | 1.0 | 0.9 | 0.89 |
| RSquared | NA | 0.88 | 0.91 | 0.95 | 0.96 | 0.93 | NA | NA | 0.91 | 0.98 | 0.95 | 0.95 | 0.98 | 0.94 | 0.89 | 0.71 | 0.98 | 0.93 | 0.96 | 0.96 | 0.91 | 0.94 | 0.95 | 0.98 | 0.94 | 0.94 | 0.96 | 0.9 | 0.86 | 0.85 | 0.84 | 0.8 | 0.85 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 19.8 | 13.6 | 18.0 | 3.1 | 10.2 | 8.4 | 11.3 | 11.9 | 10.6 | 2.1 | 2.2 | 2.3 | 3.4 | 2.8 | 6.8 | 0.2 | 0.0 | 0.0 | 0.0 | 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 | 66.2 | -9.7 | 242.8 | -66.8 | 62.2 | -8.7 | -17.8 | 31.8 | 392.8 | -2.6 | -0.5 | -9.2 | 31.2 | -63.0 | 4741.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/2002
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See LARGE GROWTH Asset Class Trend Rankings |
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