Franklin Growth Opportunities Fund (FRAAX)

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The chart shows the growth of an initial investment of $10,000 in Franklin Growth Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Franklin Growth Opportunities Fund (FRAAX) has returned -11.85% so far this year and 5.64% over the past 12 months. Over the last decade, FRAAX has posted an annualized return of 12.47%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Jun 23, 1999, FRAAX's average daily return is +0.05%, while the average monthly return is +1.02%. At this rate, your investment would double in approximately 5.7 years.

Historically, 58% of months were positive and 42% were negative. The best month was Feb 2000 with a return of +35.5%, while the worst month was Nov 2000 at -27.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FRAAX closed higher 53% of trading days. The best single day was Jan 3, 2001 with a return of +14.8%, while the worst single day was Mar 16, 2020 at -11.7%.

Franklin Growth Opportunities Fund has an annualized alpha of 3.88%, beta of 1.16, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since June 24, 1999.

• This fund captured 136.06% of S&P 500 Index gains and 113.34% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 3.88% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

FRAAX has an expense ratio of 0.65%, placing it in the medium range.

FRAAX ranks 9 for risk / return — in the bottom 9% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Franklin Growth Opportunities Fund (FRAAX) and compare them to a chosen benchmark (S&P 500 Index).

Franklin Growth Opportunities Fund provided a 18.74% dividend yield over the last twelve months, with an annual payout of $8.65 per share.

The table displays the monthly dividend distributions for Franklin Growth Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Franklin Growth Opportunities 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 Opportunities Fund was 78.63%, occurring on Oct 9, 2002. Recovery took 2836 trading sessions.

The current Franklin Growth Opportunities Fund drawdown is 15.75%.

The chart below shows the rolling one-month volatility.