Performance analysis of Franklin Small Cap Enhanced (FSML)
Annual Return
Since Dec 11, 2025, FSML has had an average annual return of +17.19%, outperforming the benchmark SPY, which returned +8% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +21.76% | -3.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.29% | +0.62% | -5.32% | +13.37% | +2.82% | +7.72% | -3.34% | +21.76% | |||||
| 2025 | -3.75% | -3.75% |
Drawdown analysis of Franklin Small Cap Enhanced (FSML)
The maximum drawdown for the FSML was -10.83%, occurring on Mar 30, 2026. Recovery took 10 trading sessions.
The current FSML drawdown is -3.34%.
Since Dec 11, 2025 FSML has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.83% | Feb 9, 2026 | 34 | Mar 30, 2026 | 10 | Apr 14, 2026 | 44 |
| -4.95% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -4.19% | Jan 22, 2026 | 10 | Feb 5, 2026 | 2 | Feb 9, 2026 | 12 |
| -4.15% | Jun 30, 2026 | 5 | Jul 8, 2026 | Ongoing | Ongoing | Ongoing |
| -3.75% | Dec 11, 2025 | 13 | Dec 31, 2025 | 3 | Jan 6, 2026 | 16 |
| -3.10% | Jun 4, 2026 | 1 | Jun 5, 2026 | 4 | Jun 11, 2026 | 5 |
| -1.60% | Jan 15, 2026 | 2 | Jan 20, 2026 | 1 | Jan 21, 2026 | 3 |
| -1.34% | Jun 15, 2026 | 2 | Jun 17, 2026 | 1 | Jun 18, 2026 | 3 |
| -1.30% | Apr 24, 2026 | 3 | Apr 29, 2026 | 1 | Apr 30, 2026 | 4 |
| -1.19% | Jun 22, 2026 | 1 | Jun 23, 2026 | 2 | Jun 25, 2026 | 3 |
| -1.16% | May 28, 2026 | 2 | Jun 1, 2026 | 3 | Jun 4, 2026 | 5 |
| -0.71% | Apr 20, 2026 | 1 | Apr 21, 2026 | 1 | Apr 22, 2026 | 2 |
| -0.64% | Jan 9, 2026 | 2 | Jan 13, 2026 | 2 | Jan 15, 2026 | 4 |
| -0.52% | May 1, 2026 | 1 | May 4, 2026 | 1 | May 5, 2026 | 2 |
| -0.41% | Apr 22, 2026 | 1 | Apr 23, 2026 | 1 | Apr 24, 2026 | 2 |
| -0.32% | Jan 6, 2026 | 1 | Jan 7, 2026 | 1 | Jan 8, 2026 | 2 |
| -0.27% | May 26, 2026 | 1 | May 27, 2026 | 1 | May 28, 2026 | 2 |
| -0.16% | Apr 15, 2026 | 1 | Apr 16, 2026 | 1 | Apr 17, 2026 | 2 |