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Franklin Small-Mid Cap Growth Adv (FSGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.17-0.30 (-0.72%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.41%
5-year average return9.30%
Number of years up19
Number of years down8
Best 1-yr total return (17 Apr 2024)56.35%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return56.35%
Worst 3-yr total return-2.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFSGAXCategory
YTD7.06%10.80%
1-month1.62%4.43%
3-month7.06%7.00%
1-year23.42%48.17%
3-year-0.14%21.26%
5-year11.39%20.18%
10-year10.12%14.07%
Last bull market35.53%27.14%
Last bear market-23.02%-21.26%

Annual total return (%) history

Year
FSGAXCategory
2024
N/AN/A
2023
27.50%N/A
2022
-33.55%N/A
2021
10.19%N/A
2020
56.35%39.26%
2019
32.17%32.52%
2018
-4.41%-6.65%
2017
21.82%23.91%
2016
4.62%6.03%
2015
-1.73%-0.95%
2014
7.81%7.00%
2013
38.94%34.93%
2012
11.03%14.07%
2011
-4.65%-3.96%
2010
28.76%24.61%
2009
43.48%39.11%
2008
-42.34%-43.77%
2007
11.97%15.09%
2006
7.77%9.00%
2005
10.82%9.84%
2004
13.34%13.23%
2003
38.01%35.96%
2002
-29.42%-27.24%
2001
-20.37%-19.98%
2000
-9.56%-4.78%
1999
97.66%60.49%
1998
0.35%18.76%
1997
17.43%17.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.06%N/AN/AN/A
202310.59%4.43%-5.01%16.22%
2022-15.18%-23.02%-2.71%4.61%
20210.36%10.07%-0.24%-0.02%
2020-16.93%41.47%12.91%17.83%
201920.46%5.47%-4.17%8.56%
20183.48%2.41%7.46%-16.06%
20177.41%3.41%4.25%5.21%
2016-2.83%2.68%6.86%-1.87%
20157.34%0.22%-9.65%1.11%
20141.63%3.68%-2.58%5.03%
201311.54%3.38%10.57%8.98%
201215.23%-8.12%4.27%0.58%
20118.49%-0.50%-21.49%12.52%
20107.41%-9.46%14.99%15.14%
2009-2.12%17.40%16.62%7.07%
2008-14.82%5.03%-12.67%-26.20%
20076.00%7.26%4.95%-6.17%
20067.55%-5.92%0.23%6.27%
2005-3.67%4.08%7.13%3.18%
20042.33%2.11%-4.14%13.16%
2003-2.35%18.91%4.44%13.81%
2002-2.71%-16.58%-20.74%9.73%
2001-24.06%12.25%-25.12%24.77%
200013.78%-2.12%3.34%-21.42%
19991.99%15.73%4.72%59.91%
199811.24%-4.43%-23.52%23.42%
1997-8.01%18.79%16.89%-8.07%

Rank in category (by total return)

YTD77
1-month86
3-month77
1-year50
3-year68
5-year42

Load adjusted returns

1-year23.42%
3-year-0.14%
5-year11.39%
10-year10.12%