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FSSRX: FRANKLIN SMALL CAP GROWTH FUND CLASS R (MUTUAL FUND)
Basic Info 21.98 0.17(0.78%) June 09
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 04/04/2002 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 10.36% |
| Expenses | 1.78% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| 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(%) | -1.5 | 7.7 | 21.3 | 14.4 | 1.8 | 10.7 | 10.3 | 9.2 | 8.5 | 7.4 | 12.5 | 30.4 | -30.6 | -0.7 | 41.0 | 32.7 | -3.5 | 20.7 | 8.0 | -4.9 | 3.3 | 54.3 | 10.2 | -1.2 | 34.2 | 45.5 | -41.3 | 2.6 | 9.1 | 4.2 | 10.8 | 48.0 | -27.2 |
| Sharpe Ratio | NA | 0.66 | 1.0 | 0.55 | -0.04 | 0.37 | NA | NA | 0.31 | 0.19 | 0.47 | 1.36 | -0.93 | -0.03 | 1.05 | 1.89 | -0.24 | 1.6 | 0.36 | -0.28 | 0.18 | 3.81 | 0.61 | -0.04 | 1.54 | 1.4 | -1.0 | -0.03 | 0.32 | 0.13 | 0.54 | 2.24 | -1.16 |
| Draw Down(%) | NA | 12.1 | 12.1 | 29.6 | 42.7 | 43.2 | NA | NA | 59.8 | 28.5 | 12.3 | 17.1 | 36.0 | 17.0 | 40.1 | 10.0 | 27.8 | 6.6 | 23.6 | 20.9 | 16.7 | 6.0 | 13.1 | 27.8 | 15.9 | 26.8 | 53.6 | 13.8 | 17.2 | 11.0 | 16.8 | 15.7 | 42.9 |
| Standard Deviation(%) | NA | 20.6 | 18.9 | 21.2 | 24.3 | 23.9 | NA | NA | 23.9 | 24.5 | 19.1 | 19.9 | 34.6 | 21.4 | 38.5 | 16.5 | 20.8 | 12.6 | 21.5 | 17.8 | 17.8 | 14.2 | 16.9 | 31.1 | 22.1 | 32.3 | 42.0 | 19.1 | 17.8 | 14.9 | 18.2 | 21.1 | 30.8 |
| Treynor Ratio | NA | 0.16 | 0.21 | 0.12 | -0.01 | 0.09 | NA | NA | 0.07 | 0.05 | 0.09 | 0.27 | -0.31 | -0.01 | 0.41 | 0.31 | -0.05 | 0.17 | 0.07 | -0.05 | 0.03 | 0.57 | 0.11 | -0.01 | 0.37 | 0.47 | -0.44 | -0.01 | 0.06 | 0.02 | 0.1 | 0.46 | -0.33 |
| Alpha | NA | -0.04 | -0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.03 | 0.0 | -0.02 | 0.02 | 0.0 | 0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.05 | -0.02 | 0.0 | 0.02 | 0.01 | -0.02 | -0.03 | -0.01 | -0.02 | -0.01 | 0.01 | -0.06 |
| Beta | NA | 0.86 | 0.89 | 0.96 | 1.0 | 1.01 | NA | NA | 0.99 | 0.98 | 0.99 | 0.99 | 1.04 | 0.99 | 1.0 | 1.01 | 1.05 | 1.17 | 1.17 | 1.06 | 1.09 | 0.95 | 0.96 | 0.95 | 0.91 | 0.97 | 0.96 | 1.01 | 1.03 | 0.98 | 0.94 | 1.02 | 1.07 |
| RSquared | NA | 0.89 | 0.87 | 0.93 | 0.95 | 0.95 | NA | NA | 0.94 | 0.93 | 0.93 | 0.95 | 0.98 | 0.93 | 0.97 | 0.93 | 0.95 | 0.91 | 0.91 | 0.9 | 0.92 | 0.92 | 0.95 | 0.98 | 0.97 | 0.97 | 0.97 | 0.94 | 0.96 | 0.95 | 0.91 | 0.88 | 0.88 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.7 | 0.0 | 0.0 | 0.5 | 17.2 | 14.1 | 8.8 | 20.0 | 2.3 | 0.0 | 2.0 | 4.6 | 5.3 | 3.2 | 0.0 | 0.0 | 0.0 | 0.7 | 19.0 | 10.7 | 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 | N/A | N/A | -100.0 | -97.7 | 50.7 | 97.8 | -66.4 | 920.6 | N/A | -100.0 | -57.2 | 24.4 | 80.0 | N/A | N/A | N/A | -100.0 | -96.7 | 70.7 | 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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