FSMRX
Franklin Small/MidCap Growth-R
$29.98
-0.20 (-0.66%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 3901.267M |
| 52 Week High | 31.51 |
| 52 Week Low | 23.63 |
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Key Data
| Symbol | FSMRX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 29.98 |
| Price Yesterday | 30.18 |
| Market Cap | 3,901.27 |
| YTD Return | 2.04% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0115 |
Overview
| 52 Week High | 31.51 |
|---|---|
| 52 Week Low | 23.63 |
| Market Cap | 3,901.27M |
| Shares Outstanding | 130.13M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -81.31% |
|---|---|
| Five Days | 6.97% |
| One Months | 17.96% |
| Three Months | -12.27% |
| Six Months | 7.98% |
| Nine Months | 25.06% |
| One Year | 13.96% |
| Three Years | -5.51% |
| Five Years | 8.34% |
| Ten Years | 8.77% |
| YTD | 4.00% |
| Since Inception | 7.68% |
Returns Total
| One Day | -0.66% |
|---|---|
| Five Days | 0.13% |
| One Month | 1.32% |
| Three Months | -3.17% |
| Six Months | 3.84% |
| Nine Months | 18.03% |
| One Year | 13.95% |
| Three Years | -15.55% |
| Five Years | 49.09% |
| Ten Years | 131.35% |
| YTD | 2.04% |
| Since Inception | 426.89% |
Yearly Returns
| 2024 | 2.04% |
|---|---|
| 2023 | 26.86% |
| 2022 | -33.84% |
| 2021 | 9.63% |
| 2020 | 55.58% |
| 2019 | 31.48% |
| 2018 | -4.82% |
| 2017 | 21.25% |
| 2016 | 4.06% |
| 2015 | -2.24% |
Risk against SP-DA
| Alpha | -16.03% |
|---|---|
| Beta | 1.05 |
| Correlation | 81.61% |
| Downside Deviation | 3.60% |
| Coefficient of determination | 66.60% |
| Standard Deviation | 4.16% |
| Sharpe Ratio | -1.02 |
| Sortino | -4.09 |
| Treynor | 8.14 |
| Ulcer Index | 5.2 |
| Ulcer Performance Index | -2.84 |