Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNGBX (FRANKLIN NEXTSTEP GROWTH FUND CLASS A) | NA | -15.10% | -2.61% | NA | NA | NA | NA | … | … |
Data as of 08/14/2020, Common starting date is 02/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNGBX (FRANKLIN NEXTSTEP GROWTH FUND CLASS A) | 02/08/2016 | 08/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -24.20 | -15.10 | -2.61 | NA | NA | NA | NA | … | … | -23.17 | 21.61 | -7.31 | 16.10 | 13.35 |
| Sharpe Ratio | NA | -0.44 | -0.17 | NA | NA | NA | NA | … | … | -0.78 | 2.35 | -0.74 | 3.02 | 1.60 |
| Standard Deviation(%) | NA | 35.61 | 22.14 | NA | NA | NA | NA | … | … | 44.86 | 8.61 | 11.62 | 5.15 | 9.15 |
| Draw Down(%) | NA | 26.73 | 26.73 | NA | NA | NA | NA | … | … | 26.73 | 4.64 | 15.63 | 1.40 | 5.08 |
| Yield(%) | 0.00 | 5.77 | 4.52 | 3.52 | 1.76 | 1.17 | 0.88 | … | … | 0.09 | 6.79 | 3.21 | 4.21 | 1.06 |
Data as of 08/14/2020, Common starting date is 02/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNGBX (FRANKLIN NEXTSTEP GROWTH FUND CLASS A) |
1.75%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNGBX (FRANKLIN NEXTSTEP GROWTH FUND CLASS A) |
9.38%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart