Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FGSRX (FRANKLIN GROWTH FUND CLASS R) | -6.13% | -5.33% | 0.01% | 3.45% | 6.42% | 8.64% | 7.98% | 7.01% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGSRX (FRANKLIN GROWTH FUND CLASS R) | 04/04/2002 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 04/04/2002.
AR inception is since 04/04/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 7.43 | -5.33 | 0.01 | 3.45 | 6.42 | 8.64 | 7.98 | 7.01 | -6.13 | 8.52 | 19.85 | -32.32 | 10.74 | 20.48 | 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 | -0.47 | -0.19 | 0.05 | 0.23 | NA | NA | 0.30 | -0.71 | 0.12 | 0.95 | -1.08 | 0.56 | 0.59 | 2.23 | -0.27 | 3.53 | 0.62 | 0.12 | 1.29 | 2.89 | 1.08 | 0.01 | 0.80 | 1.40 | -0.98 | 0.26 | 1.00 | 0.56 | 0.82 | 1.57 | -1.14 |
| Standard Deviation(%) | NA | 21.53 | 22.78 | 22.19 | 20.48 | NA | NA | 19.49 | 29.47 | 15.90 | 16.64 | 31.34 | 19.03 | 34.27 | 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 | 26.00 | 26.00 | 40.25 | 40.25 | NA | NA | 51.20 | 19.96 | 12.27 | 11.56 | 33.49 | 14.31 | 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 | 0.00 | 0.00 | 0.00 | 1.92 | 2.44 | 2.48 | 2.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 |
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 |
6.90%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGSRX (FRANKLIN GROWTH FUND CLASS R) |
25.93%
Feb 2009 - Feb 2012 |
22.15%
Feb 2009 - Feb 2014 |
16.58%
Feb 2009 - Feb 2019 |
13.04%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart