Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGSRX (FRANKLIN GROWTH FUND CLASS R) | 4.70% | 15.84% | 16.74% | 8.80% | 13.61% | 12.88% | 10.80% | … | … |
Data as of 06/09/2026, Common starting date is 04/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGSRX (FRANKLIN GROWTH FUND CLASS R) | 04/04/2002 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -2.13 | 15.84 | 16.74 | 8.80 | 13.61 | 12.88 | 10.80 | … | … | 4.70 | 15.09 | 17.66 | 27.23 | -25.49 | 21.30 | 30.39 | 31.77 | -3.63 | 26.50 | 8.15 | 1.68 | 14.58 | 29.08 | 13.39 | 0.38 | 14.59 | 33.88 | -33.52 | 6.84 | 13.89 | 8.06 | 10.99 | 27.69 | -23.82 |
| Sharpe Ratio | NA | 1.03 | 0.82 | 0.32 | 0.62 | NA | NA | … | … | 0.49 | 0.64 | 0.98 | 1.60 | -0.94 | 1.36 | 0.90 | 2.23 | -0.27 | 3.53 | 0.62 | 0.12 | 1.29 | 2.89 | 1.08 | 0.01 | 0.80 | 1.40 | -0.98 | 0.25 | 0.98 | 0.55 | 0.81 | 1.57 | -1.14 |
| Standard Deviation(%) | NA | 13.26 | 16.06 | 19.16 | 19.34 | NA | NA | … | … | 15.31 | 19.30 | 14.33 | 14.83 | 28.75 | 15.67 | 33.51 | 13.60 | 18.30 | 7.36 | 12.79 | 13.44 | 11.32 | 10.07 | 12.44 | 23.03 | 18.05 | 24.06 | 35.21 | 14.71 | 10.69 | 10.48 | 12.32 | 17.15 | 27.69 |
| Draw Down(%) | NA | 11.52 | 19.96 | 32.37 | 32.53 | NA | NA | … | … | 11.52 | 19.96 | 8.50 | 11.56 | 31.26 | 8.64 | 32.53 | 6.60 | 21.03 | 2.12 | 10.64 | 10.03 | 6.81 | 5.30 | 10.16 | 18.97 | 15.21 | 24.60 | 44.82 | 9.75 | 9.06 | 5.55 | 10.00 | 14.76 | 33.90 |
| Yield(%) | 0.00 | 14.15 | 11.02 | 8.66 | 11.34 | 12.90 | 12.12 | … | … | 0.00 | 14.74 | 9.26 | 7.40 | 7.20 | 10.41 | 9.37 | 6.84 | 1.25 | 3.10 | 3.75 | 3.41 | 0.00 | 0.19 | 0.13 | 0.46 | 0.30 | 0.75 | 0.25 | 0.07 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 04/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGSRX (FRANKLIN GROWTH FUND CLASS R) |
-12.42%
Feb 2006 – Feb 2009 |
-4.15%
Feb 2004 – Feb 2009 |
4.95%
May 2002 – May 2012 |
8.09%
May 2002 – May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGSRX (FRANKLIN GROWTH FUND CLASS R) |
27.73%
Dec 2018 – Dec 2021 |
22.15%
Feb 2009 – Feb 2014 |
16.97%
Sep 2011 – Sep 2021 |
15.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart