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Franklin MicroCap Value Fund (FMCVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.98+0.11 (+0.39%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.22%
5-year average return9.04%
Number of years up7
Number of years down3
Best 1-yr total return (2 May 2024)29.37%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return29.37%
Worst 3-yr total return0.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMCVXCategory
YTD-6.33%26.79%
1-month-7.64%-1.77%
3-month-1.31%4.45%
1-year11.76%71.02%
3-year2.43%9.35%
5-year8.53%12.17%
10-year5.88%9.95%
Last bull market17.15%28.07%
Last bear market-6.70%-24.24%

Annual total return (%) history

Year
FMCVXCategory
2024
N/AN/A
2023
12.12%N/A
2022
1.09%N/A
2021
27.07%N/A
2020
3.95%4.02%
2019
18.52%21.43%
2018
-17.45%-15.46%
2017
8.60%8.54%
2016
29.37%25.99%
2015
-6.94%-6.71%
2014
-3.38%3.34%
2013
N/A36.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.42%N/AN/AN/A
2023-0.92%0.63%0.85%11.50%
2022-3.53%-6.70%-1.48%14.00%
202123.14%3.45%-2.50%2.30%
2020-34.06%16.84%5.37%28.04%
20197.52%0.52%1.91%7.59%
2018-3.15%3.79%-0.32%-17.62%
2017-3.31%0.67%6.78%4.50%
20163.57%2.98%7.27%13.09%
2015-0.06%-0.17%-10.29%3.97%
2014-1.24%0.78%-4.60%1.75%
20139.28%6.72%N/AN/A

Rank in category (by total return)

YTD94
1-month97
3-month90
1-year79
3-year53
5-year36

Load adjusted returns

1-year11.76%
3-year2.43%
5-year8.53%
10-year5.88%