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Franklin Small-Mid Cap Growth Adv (FSGAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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43.06+0.56 (+1.32%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.41%
5-Year Average Return9.72%
Number of Years Up19
Number of Years Down8
Best 1 Yr Total Return (May 5, 2024)56.35%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return56.35%
Worst 3-Yr Total Return-2.27%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFSGAXCategory
YTD0.38%10.80%
1-Month-6.24%4.43%
3-Month1.31%7.00%
1-Year18.68%48.17%
3-Year-4.06%21.26%
5-Year9.00%20.18%
10-Year9.74%14.07%
Last Bull Market31.12%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)

YTD71
1-Month52
3-Month77
1-Year40
3-Year69
5-Year43

Load Adjusted Returns

1-Year18.68%
3-Year-4.06%
5-Year9.00%
10-Year9.74%