- ISIN
- US3534965088
- CUSIP
- 353496508
- Issuer
- Franklin Templeton
- Inception Date
- Apr 1, 1948
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FKGRX Performance Chart
Franklin Growth Fund (FKGRX) is up 5.9% since the beginning of the year. FKGRX is currently trading at $143 per share. Investors who bought $1,000 worth of FKGRX shares 5 years ago would now be looking at an investment worth $1,541.
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Returns By Period
Franklin Growth Fund (FKGRX) has returned 5.85% so far this year and 18.98% over the past 12 months. Over the last decade, FKGRX has posted an annualized return of 14.10%, slightly higher than the S&P 500 Index benchmark’s 13.88%.
Franklin Growth Fund
- 1D
- 1.17%
- 1M
- 0.47%
- YTD
- 5.85%
- 6M
- 5.43%
- 1Y
- 18.98%
- 3Y*
- 16.11%
- 5Y*
- 9.04%
- 10Y*
- 14.10%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FKGRX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1980, FKGRX's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 years.
Historically, 63% of months were positive and 37% were negative. The best month was Oct 1982 with a return of +14.5%, while the worst month was Oct 2008 at -16.4%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FKGRX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +10.3%, while the worst single day was Mar 16, 2020 at -11.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.27% | -1.09% | -5.72% | 10.00% | 2.95% | -1.02% | 5.85% | ||||||
| 2025 | 2.89% | -2.53% | -6.06% | 0.90% | 7.41% | 4.84% | 2.49% | 1.00% | 2.42% | 3.16% | -1.01% | -0.43% | 15.38% |
| 2024 | 2.10% | 6.07% | 2.33% | -4.09% | 3.64% | 3.99% | 0.56% | 2.07% | 1.08% | -1.45% | 4.44% | -3.56% | 17.96% |
| 2023 | 6.39% | -2.24% | 4.96% | -0.09% | 1.83% | 6.49% | 2.71% | -1.26% | -6.11% | -2.41% | 10.51% | 5.00% | 27.54% |
| 2022 | -9.40% | -3.26% | 2.70% | -11.61% | -0.94% | -6.87% | 10.98% | -5.03% | -9.43% | 7.13% | 5.56% | -5.74% | -25.32% |
| 2021 | -1.59% | 1.91% | 1.64% | 5.49% | -0.87% | 4.63% | 3.04% | 3.68% | -5.97% | 7.25% | -1.76% | 3.03% | 21.61% |
Benchmark Metrics
Franklin Growth Fund has an annualized alpha of 3.50%, beta of 0.86, and R2 of 0.82 versus S&P 500 Index. Calculated based on daily prices since January 02, 1980.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (99.18%) than losses (88.38%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 3.50% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.86 and R2 of 0.82, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 3.50%
- Beta
- 0.86
- R²
- 0.82
- Upside Capture
- 99.18%
- Downside Capture
- 88.38%
Expense Ratio
FKGRX has an expense ratio of 0.79%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FKGRX ranks 26 for risk / return — below 26% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Franklin Growth Fund (FKGRX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FKGRX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.82 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.37 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.62 | 2.78 | -1.16 |
| Martin ratioReturn relative to average drawdown | 6.52 | 12.44 | -5.92 |
Dividends
Dividend History
Franklin Growth Fund provided a 13.58% dividend yield over the last twelve months, with an annual payout of $19.35 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $19.35 | $19.35 | $11.14 | $7.68 | $10.71 | $13.82 | $10.80 | $6.45 | $1.48 | $2.25 | $2.50 | $2.85 |
Dividend yield | 13.58% | 14.37% | 8.34% | 6.26% | 10.49% | 9.19% | 7.97% | 5.75% | 1.65% | 2.38% | 3.26% | 3.88% |
Monthly Dividends
The table displays the monthly dividend distributions for Franklin Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $19.35 | $19.35 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $11.14 | $11.14 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.68 | $7.68 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.71 | $10.71 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $13.82 | $13.82 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Franklin Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Franklin Growth Fund was 51.08%, occurring on Mar 9, 2009. Recovery took 485 trading sessions.
The current Franklin Growth Fund drawdown is 1.45%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -51.08%Mar 2009 | 1y 4mo | 1y 11mo | 3y 3moNov 2007 - Feb 2011 |
Dot-com crash2000–2002 | -42.59%Oct 2002 | 2y 1mo | 3y 1mo | 5y 2moSep 2000 - Nov 2005 |
COVID crash2020 | -32.52%Mar 2020 | 1mo 2d | 3mo 15d | 4mo 17dFeb 2020 - Jul 2020 |
Bear market2022 | -32.22%Oct 2022 | 11mo 1d | 1y 3mo | 2y 2moNov 2021 - Feb 2024 |
1981 bear market1981 | -24.48%Sep 1981 | 3mo 18d | 1y 13d | 1y 4moJun 1981 - Oct 1982 |
Drawdown Indicators
| FKGRX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.08% | -56.78% | +5.70% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -9.10% | -2.38% |
Max Drawdown (3Y)Largest decline over 3 years | -21.72% | -18.90% | -2.82% |
Max Drawdown (5Y)Largest decline over 5 years | -32.22% | -25.43% | -6.79% |
Max Drawdown (10Y)Largest decline over 10 years | -32.52% | -33.92% | +1.40% |
Current DrawdownCurrent decline from peak | -1.45% | -1.80% | +0.35% |
Average DrawdownAverage peak-to-trough decline | -6.73% | -10.71% | +3.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.85% | 2.03% | +0.82% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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