Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNGVX (FRANKLIN NEXTSTEP GROWTH FUND ADVISOR CLASS) | NA | -15.03% | -2.46% | NA | NA | NA | NA | … | … |
Data as of 08/14/2020, Common starting date is 06/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNGVX (FRANKLIN NEXTSTEP GROWTH FUND ADVISOR CLASS) | 06/22/2016 | 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 (%) | -24.34 | -15.03 | -2.46 | NA | NA | NA | NA | … | … | -23.20 | 21.86 | -7.08 | 16.27 | 1.65 |
| Sharpe Ratio | NA | -0.44 | -0.16 | NA | NA | NA | NA | … | … | -0.77 | 2.36 | -0.72 | 3.08 | 0.32 |
| Standard Deviation(%) | NA | 35.78 | 22.23 | NA | NA | NA | NA | … | … | 45.08 | 8.66 | 11.63 | 5.10 | 9.02 |
| Draw Down(%) | NA | 26.65 | 26.65 | NA | NA | NA | NA | … | … | 26.65 | 4.62 | 15.40 | 1.40 | 4.90 |
| Yield(%) | 0.00 | 5.98 | 4.67 | 3.10 | 1.55 | 1.03 | 0.78 | … | … | 0.14 | 6.89 | 3.36 | 4.39 | 0.00 |
Data as of 08/14/2020, Common starting date is 06/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNGVX (FRANKLIN NEXTSTEP GROWTH FUND ADVISOR CLASS) |
1.97%
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 |
|---|---|---|---|---|
| FNGVX (FRANKLIN NEXTSTEP GROWTH FUND ADVISOR CLASS) |
9.60%
Dec 2016 – Dec 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart