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FSMLX: FRANKLIN SMALL CAP GROWTH FUND CLASS R6 (MUTUAL FUND)
Basic Info 29.49 0.95(3.12%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 06/27/2013 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 8.02% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 6.9 | 22.3 | 15.6 | 2.3 | 11.4 | 10.4 | 8.0 | 13.2 | 31.2 | -30.2 | -0.1 | 41.9 | 33.6 | -2.9 | 21.5 | 8.9 | -4.3 | 4.0 | 24.4 |
| Sharpe Ratio | NA | 0.7 | 1.04 | 0.58 | -0.01 | 0.4 | 0.4 | 0.21 | 0.5 | 1.4 | -0.92 | -0.01 | 1.08 | 1.95 | -0.21 | 1.67 | 0.41 | -0.24 | 0.22 | 3.87 |
| Draw Down(%) | NA | 12.0 | 12.0 | 29.4 | 42.6 | 42.7 | 42.7 | 28.5 | 12.3 | 17.0 | 35.9 | 16.7 | 40.1 | 9.8 | 27.7 | 6.5 | 23.5 | 20.8 | 16.5 | 4.1 |
| Standard Deviation(%) | NA | 20.6 | 18.9 | 21.2 | 24.3 | 23.9 | 22.8 | 24.5 | 19.1 | 19.8 | 34.6 | 21.4 | 38.6 | 16.5 | 20.8 | 12.6 | 21.5 | 17.8 | 17.8 | 13.7 |
| Treynor Ratio | NA | 0.11 | 0.15 | 0.1 | 0.0 | 0.08 | 0.08 | 0.04 | 0.08 | 0.22 | -0.25 | 0.0 | 0.4 | 0.27 | -0.04 | 0.14 | 0.06 | -0.04 | 0.03 | 0.46 |
| Alpha | NA | -0.03 | -0.03 | -0.03 | -0.04 | -0.02 | -0.02 | -0.04 | -0.05 | 0.0 | -0.02 | -0.12 | 0.07 | -0.01 | 0.01 | -0.03 | -0.03 | -0.02 | -0.04 | 0.03 |
| Beta | NA | 1.29 | 1.3 | 1.23 | 1.25 | 1.16 | 1.16 | 1.18 | 1.25 | 1.25 | 1.27 | 1.33 | 1.03 | 1.17 | 1.1 | 1.51 | 1.37 | 1.0 | 1.29 | 1.16 |
| RSquared | NA | 0.79 | 0.74 | 0.77 | 0.79 | 0.81 | 0.8 | 0.84 | 0.73 | 0.73 | 0.84 | 0.73 | 0.9 | 0.81 | 0.8 | 0.72 | 0.75 | 0.74 | 0.73 | 0.72 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 7.4 | 0.0 | 0.0 | 0.4 | 14.0 | 11.8 | 7.5 | 17.7 | 2.1 | 0.0 | 1.8 | 4.2 | 4.0 |
| Dividend Growth(%) | N/A | -100.0 | 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 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/24/2013
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