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Franklin Small Cap Value R (FVFRX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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53.91-0.03 (-0.06%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return1.12%
5-Year Average Return11.68%
Number of Years Up9
Number of Years Down5
Best 1 Yr Total Return (Apr 29, 2017)34.46%
Worst 1 Yr Total Return (Apr 29, 2017)-32.95%
Best 3-Yr Total Return34.46%
Worst 3-Yr Total Return-8.82%

Trailing Returns (%) Vs. Benchmarks

ReturnFVFRXCategory
YTD1.12%0.78%
1-Month1.72%0.49%
3-Month1.08%0.93%
1-Year23.07%21.89%
3-Year6.67%6.98%
5-Year11.68%11.78%
10-Year6.43%6.25%
Last Bull Market31.58%27.36%
Last Bear Market-25.73%-23.91%

Annual Total Return (%) History

Year
FVFRXCategory
2017
N/AN/A
2016
29.24%25.99%
2015
-8.01%-6.71%
2014
-0.21%3.34%
2013
34.46%36.22%
2012
18.11%16.00%
2011
-3.84%-4.45%
2010
26.74%26.17%
2009
31.27%31.32%
2008
-32.95%-32.24%
2007
-2.99%-6.08%
2006
16.54%16.27%
2005
8.99%6.40%
2004
24.58%21.14%
2003
32.15%42.38%
2002
N/A-10.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2017-0.59%N/AN/AN/A
20165.15%5.82%6.23%9.34%
20150.30%0.84%-11.79%3.11%
20141.49%2.59%-9.94%6.42%
201310.02%1.75%10.09%9.09%
201211.05%-8.64%7.20%8.59%
20116.37%-3.99%-21.54%20.01%
20108.92%-11.45%12.13%17.19%
2009-14.22%22.99%22.63%1.46%
2008-4.12%1.14%-5.12%-27.12%
20073.70%6.07%-5.87%-6.30%
200612.81%-2.19%-2.48%8.31%
20050.27%1.83%5.36%1.32%
20044.90%4.29%1.26%12.46%
2003-8.56%19.81%2.34%17.86%
20029.25%N/AN/AN/A

Rank In Category (By Total Return)

YTD41
1-Month8
3-Month47
1-Year42
3-Year63
5-Year62

Load Adjusted Returns

1-Year23.07%
3-Year6.67%
5-Year11.68%
10-Year6.43%