Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FKCBX (Franklin Flex Cap Growth B) NA 10.53% 9.88% 2.91% 6.23% NA NA
Data as of 06/12/2013, Common starting date is 02/10/2000
More Performance Analytics Comparison
Name Start Date End Date
FKCBX (Franklin Flex Cap Growth B) 02/10/2000 06/12/2013
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return (%) 0.00 10.53 9.88 2.91 6.23 NA NA 7.52 8.81 -4.77 15.54 33.15 -36.73 15.14 4.99 5.40 12.14 39.42 -25.50 -23.78 -19.17
Sharpe Ratio NA 0.91 0.50 0.11 0.24 NA NA 2.39 0.60 -0.18 0.80 1.35 -0.97 0.70 0.12 0.28 0.82 2.17 -0.99 -0.83 -0.56
Standard Deviation(%) NA 11.51 19.68 25.68 21.32 NA NA 7.39 14.74 27.17 19.42 24.56 38.70 17.38 14.27 11.49 13.68 17.81 26.99 31.92 45.10
Draw Down(%) NA 9.06 22.18 46.27 50.95 NA NA 2.71 12.71 22.18 15.51 21.10 45.89 9.78 12.80 8.14 11.16 9.50 35.66 41.51 35.97
Yield(%) 0.00 3.85 3.20 1.69 1.59 0.87 0.65 0.00 4.02 4.32 0.10 0.00 0.00 1.86 0.00 0.00 0.00 0.00 0.00 0.00 4.90
Data as of 06/12/2013, Common starting date is 02/10/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FKCBX (Franklin Flex Cap Growth B) -23.81%
Mar 2000 – Mar 2003
-8.28%
Aug 2000 – Aug 2005
-4.21%
Aug 2000 – Aug 2010
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FKCBX (Franklin Flex Cap Growth B) 23.76%
Feb 2009 – Feb 2012
16.45%
Sep 2002 – Sep 2007
7.97%
Mar 2003 – Mar 2013
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return