Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEGRX (FRANKLIN MUTUAL BEACON FUND CLASS Z) | 1.13% | 14.54% | 15.09% | 3.95% | 7.83% | 8.19% | 6.34% | … | … |
Data as of 06/05/2026, Common starting date is 05/21/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEGRX (FRANKLIN MUTUAL BEACON FUND CLASS Z) | 05/21/1980 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 14.54 | 15.09 | 3.95 | 7.83 | 8.19 | 6.34 | … | … | 1.13 | 25.64 | 7.88 | 15.40 | -18.66 | 11.17 | 3.32 | 24.99 | -8.36 | 14.40 | 16.09 | -4.27 | 7.49 | 29.12 | 16.46 | -2.18 | 11.11 | 29.85 | -40.37 | 3.14 | 20.93 | 9.40 | 14.83 | 29.44 | -11.05 | 6.11 | 14.18 | 16.84 | 2.34 | 23.03 | 21.19 | 25.89 | 5.61 | 22.93 | 22.92 | 17.60 | -8.17 | 17.67 | 28.69 | 12.73 | 15.40 | 22.17 | -1.27 | 12.61 | 13.84 | -9.53 | 28.07 |
| Sharpe Ratio | NA | 1.09 | 0.95 | 0.10 | 0.37 | NA | NA | … | … | 0.01 | 1.50 | 0.40 | 0.92 | -0.89 | 0.81 | 0.09 | 2.21 | -0.79 | 2.03 | 1.10 | -0.32 | 0.53 | 3.29 | 1.56 | -0.12 | 0.78 | 1.40 | -1.32 | 0.00 | 2.24 | 1.21 | 2.03 | 4.04 | -1.06 | 0.29 | 0.82 | 1.39 | -0.08 | 2.15 | 2.66 | 4.41 | 0.44 | 3.74 | 3.80 | 2.10 | -2.06 | 2.06 | 4.29 | 0.54 | 1.90 | 1.33 | -0.60 | 0.45 | 0.34 | -1.32 | 2.55 |
| Standard Deviation(%) | NA | 10.94 | 12.49 | 15.53 | 16.78 | NA | NA | … | … | 11.62 | 15.27 | 10.60 | 12.92 | 22.63 | 13.74 | 33.66 | 10.65 | 12.43 | 6.81 | 14.47 | 13.63 | 13.99 | 8.84 | 10.63 | 19.15 | 14.16 | 21.22 | 31.30 | 11.30 | 7.86 | 5.90 | 6.83 | 7.11 | 11.50 | 12.69 | 12.10 | 9.66 | 13.32 | 8.97 | 6.53 | 4.97 | 5.76 | 5.52 | 5.33 | 6.49 | 6.62 | 5.68 | 5.53 | 15.64 | 5.77 | 12.52 | 13.83 | 14.09 | 17.82 | 15.12 | 16.44 |
| Draw Down(%) | NA | 9.92 | 13.15 | 30.30 | 37.11 | NA | NA | … | … | 9.92 | 13.15 | 6.30 | 11.27 | 28.10 | 10.17 | 37.11 | 6.67 | 16.92 | 3.82 | 11.61 | 15.53 | 9.20 | 5.06 | 10.12 | 19.09 | 14.17 | 23.01 | 49.44 | 9.54 | 7.01 | 4.64 | 6.56 | 8.39 | 21.33 | 15.25 | 7.14 | 11.30 | 25.92 | 5.92 | 7.14 | 2.90 | 6.04 | 2.79 | 2.53 | 5.02 | 14.13 | 4.98 | 2.10 | 23.40 | 5.56 | 6.49 | 12.83 | 10.44 | 12.94 | 23.17 | 10.74 |
| Yield(%) | 0.00 | 7.26 | 7.22 | 3.94 | 5.73 | 6.56 | 5.21 | … | … | 0.00 | 8.07 | 6.28 | 6.72 | 1.28 | 2.24 | 2.74 | 5.48 | 8.70 | 5.66 | 9.25 | 9.55 | 8.82 | 2.37 | 2.02 | 2.83 | 3.75 | 2.84 | 2.89 | 8.85 | 12.64 | 12.08 | 3.87 | 2.03 | 2.40 | 8.56 | 16.84 | 10.98 | 9.35 | 4.65 | 12.40 | 9.81 | 5.80 | 8.09 | 6.68 | 5.16 | 5.53 | 11.92 | 11.35 | 8.26 | 7.27 | 0.59 | 0.58 | 0.53 | 1.12 | 0.99 | 1.58 |
Data as of 06/05/2026, Common starting date is 05/21/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEGRX (FRANKLIN MUTUAL BEACON FUND CLASS Z) |
-14.51%
Feb 2006 – Feb 2009 |
-4.76%
Feb 2004 – Feb 2009 |
2.80%
Feb 1999 – Feb 2009 |
3.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEGRX (FRANKLIN MUTUAL BEACON FUND CLASS Z) |
26.33%
Jul 1984 – Jul 1987 |
21.20%
Jul 1984 – Jul 1989 |
17.57%
Nov 1987 – Nov 1997 |
17.00%
Jul 1982 – Jul 1997 |
Annualized Rolling Returns Comparison Chart