Franklin Growth Opportunities Fund (FRAAX)
The investment seeks capital appreciation. Under normal market conditions, the fund invests predominantly in equity securities of companies demonstrating accelerating growth, increasing profitability, or above-average growth or growth potential as compared with the overall economy. It normally invests predominantly in equity securities, primarily to predominantly common stock. A portion to a significant amount of the fund's investments may be in smaller and midsize companies. The fund, from time to time, may have significant positions in particular sectors, such as information technology, healthcare and consumer discretionary.
Fund Info
US3547137295
Jun 23, 1999
$100,000
Large-Cap
Growth
Expense Ratio
FRAAX features an expense ratio of 0.65%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
Franklin Growth Opportunities Fund had a return of 3.76% year-to-date (YTD) and 11.59% in the last 12 months. Over the past 10 years, Franklin Growth Opportunities Fund had an annualized return of 5.27%, while the S&P 500 had an annualized return of 11.04%, indicating that Franklin Growth Opportunities Fund did not perform as well as the benchmark.
FRAAX
3.76%
0.33%
0.15%
11.59%
4.67%
5.27%
^GSPC (Benchmark)
2.24%
-1.20%
6.72%
18.21%
12.53%
11.04%
Monthly Returns
The table below presents the monthly returns of FRAAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.99% | 3.76% | |||||||||||
| 2024 | 2.87% | 8.56% | 1.59% | -5.20% | 4.30% | 6.13% | -2.24% | 3.36% | 2.81% | -1.37% | 6.46% | -11.21% | 15.31% |
| 2023 | 7.64% | -2.14% | 5.67% | 1.22% | 4.73% | 6.54% | 3.47% | -0.77% | -5.94% | -2.77% | 13.14% | -6.26% | 25.19% |
| 2022 | -12.28% | -4.42% | 3.11% | -13.70% | -5.16% | -7.52% | 12.62% | -4.80% | -10.53% | 3.59% | 3.75% | -10.22% | -39.44% |
| 2021 | -1.86% | 0.95% | -1.44% | 7.64% | -1.50% | 9.50% | 1.41% | 3.95% | -5.40% | 7.29% | -1.29% | -8.78% | 9.20% |
| 2020 | 4.29% | -5.68% | -11.38% | 16.36% | 9.17% | 4.97% | 7.86% | 7.10% | -2.79% | -2.92% | 10.26% | -1.09% | 38.17% |
| 2019 | 10.32% | 4.74% | 2.99% | 4.69% | -5.06% | 6.73% | 1.29% | -1.18% | -2.64% | 2.15% | 5.20% | -6.13% | 24.09% |
| 2018 | 8.19% | -1.02% | -1.42% | 0.83% | 4.93% | 0.69% | 1.19% | 5.72% | -0.24% | -10.36% | 1.20% | -18.63% | -11.41% |
| 2017 | 5.47% | 4.02% | 1.37% | 2.29% | 3.19% | -0.97% | 3.86% | 1.53% | -0.23% | 3.97% | 1.67% | -7.68% | 19.36% |
| 2016 | -8.30% | -2.49% | 5.81% | -0.19% | 2.45% | -2.61% | 5.51% | 0.29% | 0.97% | -2.91% | -0.87% | -1.51% | -4.57% |
| 2015 | 0.00% | 7.14% | -0.09% | -0.31% | 2.37% | -0.92% | 4.00% | -6.62% | -4.33% | 6.74% | 0.91% | -3.92% | 4.09% |
| 2014 | -0.91% | 5.58% | -4.73% | -2.89% | 3.14% | 3.89% | -2.53% | 5.60% | -2.39% | 2.79% | 2.63% | -3.62% | 5.95% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FRAAX is 24, meaning it’s performing worse than 76% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Franklin Growth Opportunities Fund (FRAAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
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 78.64%, occurring on Oct 9, 2002. Recovery took 3108 trading sessions.
The current Franklin Growth Opportunities Fund drawdown is 21.90%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.64% | Mar 10, 2000 | 645 | Oct 9, 2002 | 3108 | Feb 23, 2015 | 3753 |
| -48.97% | Nov 17, 2021 | 285 | Jan 5, 2023 | — | — | — |
| -31.85% | Aug 30, 2018 | 80 | Dec 24, 2018 | 285 | Feb 12, 2020 | 365 |
| -31.55% | Feb 20, 2020 | 23 | Mar 23, 2020 | 49 | Jun 2, 2020 | 72 |
| -23.8% | Aug 6, 2015 | 128 | Feb 8, 2016 | 309 | May 1, 2017 | 437 |
Volatility
Volatility Chart
The current Franklin Growth Opportunities Fund volatility is 4.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.