UK markets open in 2 hours 11 minutes

Franklin Small-Mid Cap Growth C (FRSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
16.14-0.02 (-0.12%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.15%
5-year average return8.18%
Number of years up19
Number of years down9
Best 1-yr total return (27 Jun 2024)54.78%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return54.78%
Worst 3-yr total return-3.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFRSIXCategory
YTD0.95%10.80%
1-month0.95%4.43%
3-month-4.03%7.00%
1-year19.03%48.17%
3-year-3.57%21.26%
5-year9.29%20.18%
10-year8.57%14.07%
Last bull market30.57%27.14%
Last bear market-23.19%-21.26%

Annual total return (%) history

Year
FRSIXCategory
2024
N/AN/A
2023
26.30%N/A
2022
-34.23%N/A
2021
9.10%N/A
2020
54.78%39.26%
2019
30.72%32.52%
2018
-5.19%-6.65%
2017
20.57%23.91%
2016
3.58%6.03%
2015
-2.77%-0.95%
2014
6.81%7.00%
2013
37.51%34.93%
2012
9.91%14.07%
2011
-5.61%-3.96%
2010
27.47%24.61%
2009
42.12%39.11%
2008
-42.93%-43.77%
2007
10.86%15.09%
2006
6.69%9.00%
2005
9.72%9.84%
2004
12.25%13.23%
2003
36.62%35.96%
2002
-30.10%-27.24%
2001
-21.12%-19.98%
2000
-10.49%-4.78%
1999
95.62%60.49%
1998
-0.67%18.76%
1997
14.90%17.98%
1996
26.07%18.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.77%N/AN/AN/A
202310.39%4.13%-5.22%15.92%
2022-15.40%-23.19%-2.96%4.29%
20210.11%9.82%-0.48%-0.29%
2020-17.16%41.13%12.65%17.53%
201920.13%5.22%-4.41%8.18%
20183.19%2.18%7.18%-16.11%
20177.11%3.20%3.94%4.93%
2016-3.06%2.41%6.58%-2.10%
20157.06%-0.03%-9.88%0.81%
20141.37%3.45%-2.83%4.82%
201311.24%3.12%10.31%8.66%
201214.92%-8.32%4.00%0.31%
20118.22%-0.77%-21.68%12.24%
20107.12%-9.67%14.69%14.86%
2009-2.33%17.13%16.28%6.84%
2008-15.02%4.75%-12.90%-26.39%
20075.73%6.97%4.70%-6.38%
20067.29%-6.17%-0.03%6.01%
2005-3.92%3.83%6.85%2.93%
20042.10%1.92%-4.37%12.79%
2003-2.63%18.64%4.19%13.52%
2002-2.92%-16.79%-20.95%9.47%
2001-24.24%11.97%-25.30%24.46%
200013.51%-2.40%3.08%-21.63%
19991.66%15.51%4.46%59.47%
199811.03%-4.81%-23.66%23.12%
1997-9.29%18.44%16.65%-8.32%
19966.95%8.04%4.90%4.01%

Rank in category (by total return)

YTD81
1-month84
3-month84
1-year56
3-year74
5-year65

Load adjusted returns

1-year18.03%
3-year-3.57%
5-year9.29%
10-year8.57%