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Franklin Global Equity I (SMYIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.99+0.13 (+0.54%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return19.00%
5-Year Average Return13.64%
Number of Years Up16
Number of Years Down4
Best 1 Yr Total Return (Jul 2, 2024)29.97%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return29.97%
Worst 3-Yr Total Return5.74%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSMYIXCategory
YTD17.26%12.08%
1-Month1.90%0.64%
3-Month3.87%6.49%
1-Year28.23%38.01%
3-Year9.29%12.74%
5-Year13.61%12.82%
10-Year10.56%9.05%
Last Bull Market27.42%18.82%
Last Bear Market-15.26%-20.53%

Annual Total Return (%) History

Year
SMYIXCategory
2024
N/AN/A
2023
23.51%N/A
2022
-15.97%N/A
2021
25.30%N/A
2020
13.69%12.96%
2019
22.89%25.26%
2018
-11.81%-10.06%
2017
24.12%22.28%
2016
8.02%6.93%
2015
4.31%-0.92%
2014
9.11%3.67%
2013
29.97%24.08%
2012
13.44%14.39%
2011
-4.91%-7.19%
2010
11.22%14.49%
2009
21.43%34.45%
2008
-43.65%-41.13%
2007
7.75%12.16%
2006
25.13%19.88%
2005
10.38%10.91%
2004
17.59%16.90%
2003
N/A34.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.90%3.87%N/AN/A
20237.01%5.54%-1.39%10.90%
2022-4.29%-15.26%-5.59%9.75%
20218.52%7.65%-1.60%9.00%
2020-22.08%20.08%6.41%14.18%
201911.55%0.88%0.56%8.59%
2018-1.61%-0.06%5.21%-14.76%
20175.72%3.27%6.66%6.58%
2016-1.27%-0.83%5.97%4.12%
20155.08%0.66%-7.06%6.11%
20141.41%3.59%0.87%2.97%
20137.36%1.99%8.47%9.44%
201210.73%-5.60%6.16%2.23%
20114.66%0.21%-17.02%9.26%
20104.37%-13.74%13.50%8.84%
2009-12.72%15.24%16.31%3.80%
2008-11.97%0.99%-17.47%-23.21%
20073.45%6.41%2.25%-4.28%
200610.26%-0.66%3.84%10.02%
2005-0.46%-1.65%9.86%2.62%
20042.75%1.23%0.34%12.67%
20034.76%16.78%N/AN/A

Rank In Category (By Total Return)

YTD2
1-Month24
3-Month7
1-Year1
3-Year1
5-Year1

Load Adjusted Returns

1-Year28.23%
3-Year9.29%
5-Year13.61%
10-Year10.56%