Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEACX (Franklin Capital Growth Adv) | NA | -25.08% | -6.41% | -2.57% | -1.22% | NA | NA | … | … |
Data as of 07/08/2009, Common starting date is 11/25/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEACX (Franklin Capital Growth Adv) | 11/25/1997 | 07/08/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.08 | -6.41 | -2.57 | -1.22 | NA | NA | … | … | 7.48 | -36.39 | 9.51 | 8.61 | 1.35 | 6.81 | 29.68 | -25.21 | -22.87 | 0.87 | 52.80 | 13.55 | 1.02 |
| Sharpe Ratio | NA | -0.61 | -0.30 | -0.20 | -0.14 | NA | NA | … | … | 0.50 | -0.97 | 0.43 | 0.46 | -0.08 | 0.49 | 1.78 | -1.06 | -0.95 | -0.09 | 2.63 | 0.50 | 0.43 |
| Standard Deviation(%) | NA | 41.91 | 27.62 | 22.80 | 23.83 | NA | NA | … | … | 29.83 | 38.38 | 15.29 | 11.52 | 10.57 | 11.92 | 16.29 | 24.89 | 26.99 | 33.99 | 18.82 | 20.62 | 17.63 |
| Draw Down(%) | NA | 45.34 | 51.78 | 51.78 | 60.68 | NA | NA | … | … | 23.41 | 46.67 | 8.90 | 10.53 | 10.14 | 10.51 | 12.65 | 35.31 | 38.86 | 25.06 | 8.37 | 29.01 | 6.80 |
| Yield(%) | 0.00 | 0.87 | 2.87 | 1.97 | 2.39 | 2.93 | 2.19 | … | … | 0.20 | 0.67 | 5.12 | 2.16 | 0.64 | 0.00 | 0.41 | 0.08 | 0.88 | 6.97 | 6.31 | 6.13 | 11.84 |
Data as of 07/08/2009, Common starting date is 11/25/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEACX (Franklin Capital Growth Adv) |
-20.68%
Mar 2000 – Mar 2003 |
-8.86%
Aug 2000 – Aug 2005 |
-2.15%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEACX (Franklin Capital Growth Adv) |
21.46%
Jan 1998 – Jan 2001 |
13.07%
Sep 2002 – Sep 2007 |
5.69%
Aug 1998 – Aug 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart