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Franklin Small Cap Value Fund (FRCSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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58.04+0.76 (+1.33%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.83%
5-Year Average Return8.15%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2024)30.19%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return30.19%
Worst 3-Yr Total Return5.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFRCSXCategory
YTD5.00%26.79%
1-Month4.80%-1.77%
3-Month5.00%4.45%
1-Year16.44%71.02%
3-Year4.02%9.35%
5-Year10.26%12.17%
10-Year7.73%9.95%
Last Bull Market50.78%28.07%
Last Bear Market-14.74%-24.24%

Annual Total Return (%) History

Year
FRCSXCategory
2024
N/AN/A
2023
13.33%N/A
2022
-9.85%N/A
2021
25.97%N/A
2020
5.83%4.02%
2019
26.59%21.43%
2018
-12.30%-15.46%
2017
11.12%8.54%
2016
30.19%25.99%
2015
-7.33%-6.71%
2014
0.54%3.34%
2013
N/A36.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.00%N/AN/AN/A
20232.20%3.31%-4.37%12.23%
2022-2.90%-14.74%-3.31%12.63%
202120.08%0.61%-1.20%5.53%
2020-33.40%23.05%1.44%27.30%
201911.09%0.93%4.28%8.28%
2018-1.90%4.31%1.19%-15.30%
2017-0.42%0.51%4.66%6.08%
20165.35%6.02%6.41%9.55%
20150.47%1.03%-11.64%3.33%
20141.68%2.77%-9.78%6.64%
201310.29%9.26%N/AN/A

Rank In Category (By Total Return)

YTD44
1-Month53
3-Month44
1-Year76
3-Year76
5-Year44

Load Adjusted Returns

1-Year16.44%
3-Year4.02%
5-Year10.26%
10-Year7.73%