Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMBRX (FRANKLIN MUTUAL BEACON FUND CLASS R6) | 0.11% | 13.45% | 14.72% | 6.68% | 9.39% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMBRX (FRANKLIN MUTUAL BEACON FUND CLASS R6) | 04/04/2014 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.90 | 13.45 | 14.72 | 6.68 | 9.39 | NA | NA | … | … | 0.11 | 18.33 | 7.94 | 15.40 | -11.77 | 16.79 | 4.07 | 25.78 | -8.29 | 14.42 | 16.19 | -4.11 | 13.93 |
| Sharpe Ratio | NA | 1.30 | 0.96 | 0.30 | 0.48 | NA | NA | … | … | 0.08 | 0.97 | 0.41 | 0.92 | -0.61 | 1.33 | 0.11 | 2.28 | -0.78 | 2.03 | 1.10 | -0.30 | 1.45 |
| Standard Deviation(%) | NA | 10.88 | 12.52 | 15.02 | 16.56 | NA | NA | … | … | 11.63 | 16.29 | 10.60 | 12.89 | 21.64 | 12.60 | 33.72 | 10.68 | 12.45 | 6.80 | 14.48 | 13.66 | 13.25 |
| Draw Down(%) | NA | 9.93 | 13.16 | 26.65 | 37.07 | NA | NA | … | … | 9.93 | 13.16 | 6.30 | 11.22 | 26.65 | 7.95 | 37.07 | 6.67 | 16.81 | 3.82 | 11.61 | 15.47 | 9.14 |
| Yield(%) | 0.00 | 7.31 | 7.27 | 6.14 | 7.32 | 5.96 | 4.47 | … | … | 0.00 | 8.13 | 6.33 | 6.79 | 7.80 | 7.57 | 3.41 | 6.10 | 8.76 | 5.75 | 9.36 | 9.64 | 16.39 |
Data as of 06/03/2026, Common starting date is 04/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMBRX (FRANKLIN MUTUAL BEACON FUND CLASS R6) |
-3.22%
Mar 2017 – Mar 2020 |
0.65%
Mar 2015 – Mar 2020 |
6.75%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMBRX (FRANKLIN MUTUAL BEACON FUND CLASS R6) |
19.51%
Sep 2022 – Sep 2025 |
14.16%
Mar 2020 – Mar 2025 |
11.28%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart