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FGPMX vs. FKGRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FGPMX vs. FKGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Gold and Precious Metals Fund Class R6 (FGPMX) and Franklin Growth Fund (FKGRX). The values are adjusted to include any dividend payments, if applicable.

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FGPMX vs. FKGRX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FGPMX
Franklin Gold and Precious Metals Fund Class R6
5.79%197.33%18.11%2.35%-23.15%-3.66%44.76%52.07%-17.76%-10.66%
FKGRX
Franklin Growth Fund
-5.57%15.38%17.96%27.54%-25.32%21.61%30.71%32.08%-3.37%16.78%

Returns By Period

In the year-to-date period, FGPMX achieves a 5.79% return, which is significantly higher than FKGRX's -5.57% return.


FGPMX

1D
8.12%
1M
-21.41%
YTD
5.79%
6M
29.40%
1Y
122.08%
3Y*
51.57%
5Y*
24.88%
10Y*

FKGRX

1D
3.23%
1M
-5.71%
YTD
-5.57%
6M
-4.46%
1Y
15.13%
3Y*
14.51%
5Y*
7.54%
10Y*
12.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FGPMX vs. FKGRX - Expense Ratio Comparison

FGPMX has a 0.54% expense ratio, which is lower than FKGRX's 0.79% expense ratio.


Return for Risk

FGPMX vs. FKGRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FGPMX
FGPMX Risk / Return Rank: 9595
Overall Rank
FGPMX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
FGPMX Sortino Ratio Rank: 9494
Sortino Ratio Rank
FGPMX Omega Ratio Rank: 9191
Omega Ratio Rank
FGPMX Calmar Ratio Rank: 9696
Calmar Ratio Rank
FGPMX Martin Ratio Rank: 9696
Martin Ratio Rank

FKGRX
FKGRX Risk / Return Rank: 4545
Overall Rank
FKGRX Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
FKGRX Sortino Ratio Rank: 4242
Sortino Ratio Rank
FKGRX Omega Ratio Rank: 3838
Omega Ratio Rank
FKGRX Calmar Ratio Rank: 5656
Calmar Ratio Rank
FKGRX Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FGPMX vs. FKGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Gold and Precious Metals Fund Class R6 (FGPMX) and Franklin Growth Fund (FKGRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FGPMXFKGRXDifference

Sharpe ratio

Return per unit of total volatility

2.86

0.83

+2.03

Sortino ratio

Return per unit of downside risk

3.02

1.34

+1.68

Omega ratio

Gain probability vs. loss probability

1.43

1.19

+0.25

Calmar ratio

Return relative to maximum drawdown

3.95

1.39

+2.57

Martin ratio

Return relative to average drawdown

14.73

5.21

+9.52

FGPMX vs. FKGRX - Sharpe Ratio Comparison

The current FGPMX Sharpe Ratio is 2.86, which is higher than the FKGRX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of FGPMX and FKGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FGPMXFKGRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.86

0.83

+2.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.76

0.39

+0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.66

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.69

-0.12

Correlation

The correlation between FGPMX and FKGRX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

FGPMX vs. FKGRX - Dividend Comparison

FGPMX's dividend yield for the trailing twelve months is around 9.14%, less than FKGRX's 15.22% yield.


TTM20252024202320222021202020192018201720162015
FGPMX
Franklin Gold and Precious Metals Fund Class R6
9.14%9.67%12.41%3.18%0.00%8.79%10.04%0.00%0.00%0.82%0.00%0.00%
FKGRX
Franklin Growth Fund
15.22%14.37%8.34%6.26%10.49%9.19%7.97%5.75%1.65%2.38%3.26%3.88%

Drawdowns

FGPMX vs. FKGRX - Drawdown Comparison

The maximum FGPMX drawdown since its inception was -48.71%, roughly equal to the maximum FKGRX drawdown of -51.08%. Use the drawdown chart below to compare losses from any high point for FGPMX and FKGRX.


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Drawdown Indicators


FGPMXFKGRXDifference

Max Drawdown

Largest peak-to-trough decline

-48.71%

-51.08%

+2.37%

Max Drawdown (1Y)

Largest decline over 1 year

-31.14%

-11.48%

-19.66%

Max Drawdown (5Y)

Largest decline over 5 years

-48.71%

-32.22%

-16.49%

Max Drawdown (10Y)

Largest decline over 10 years

-32.52%

Current Drawdown

Current decline from peak

-21.41%

-8.62%

-12.79%

Average Drawdown

Average peak-to-trough decline

-17.89%

-6.76%

-11.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.35%

3.05%

+5.30%

Volatility

FGPMX vs. FKGRX - Volatility Comparison

Franklin Gold and Precious Metals Fund Class R6 (FGPMX) has a higher volatility of 18.27% compared to Franklin Growth Fund (FKGRX) at 5.85%. This indicates that FGPMX's price experiences larger fluctuations and is considered to be riskier than FKGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FGPMXFKGRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.27%

5.85%

+12.42%

Volatility (6M)

Calculated over the trailing 6-month period

35.18%

10.49%

+24.69%

Volatility (1Y)

Calculated over the trailing 1-year period

43.03%

18.91%

+24.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.12%

19.62%

+13.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.18%

19.50%

+12.68%