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
FMGGX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS R6) 2.43% 3.30% 10.43% 1.14% 10.81% NA NA
Data as of 06/10/2026, Common starting date is 09/16/2013
More Performance Analytics Comparison
Name Start Date End Date
FMGGX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS R6) 09/16/2013 06/10/2026
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
Annualized Return (%) -3.62 3.30 10.43 1.14 10.81 NA NA 2.43 -1.27 11.76 27.66 -33.57 10.54 56.69 32.49 -4.60 22.31 4.87 -1.41 7.91 10.15
Sharpe Ratio NA 0.16 0.45 -0.03 0.42 NA NA 0.40 -0.18 0.54 1.47 -1.03 0.51 1.59 2.02 -0.32 2.45 0.28 -0.09 0.51 3.18
Standard Deviation(%) NA 16.21 18.35 22.36 21.88 NA NA 19.03 23.18 15.12 16.53 34.00 20.59 35.35 15.32 19.06 8.89 16.87 16.01 15.42 12.26
Draw Down(%) NA 12.28 25.69 43.39 43.39 NA NA 11.28 24.64 10.49 14.63 38.55 13.68 34.29 10.55 22.40 3.51 16.46 14.27 11.86 3.99
Yield(%) 0.00 6.17 2.73 4.14 8.98 7.19 5.39 0.00 6.28 0.13 0.00 3.55 12.84 10.85 18.74 10.56 8.92 6.16 8.14 17.87 12.96
Data as of 06/10/2026, Common starting date is 09/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FMGGX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS R6) -5.15%
Aug 2021 – Aug 2024
0.62%
Mar 2021 – Mar 2026
8.22%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FMGGX (FRANKLIN SMALL-MID CAP GROWTH FUND CLASS R6) 31.90%
Dec 2018 – Dec 2021
23.90%
Oct 2016 – Oct 2021
11.92%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return