Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMFVX (FRANKLIN MUTUAL FINANCIAL SERVICES FUND CLASS R6) | NA | 31.27% | 7.72% | 7.86% | NA | NA | NA | … | … |
Data as of 04/26/2024, Common starting date is 09/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMFVX (FRANKLIN MUTUAL FINANCIAL SERVICES FUND CLASS R6) | 09/01/2015 | 04/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.18 | 31.27 | 7.72 | 7.86 | NA | NA | NA | … | … | 10.61 | 12.41 | -4.63 | 24.07 | -6.59 | 19.51 | -16.41 | 13.76 | 12.09 | 6.59 |
| Sharpe Ratio | NA | 1.93 | 0.28 | 0.24 | NA | NA | NA | … | … | 2.89 | 0.46 | -0.25 | 1.33 | -0.15 | 1.44 | -1.40 | 1.48 | 0.77 | 1.73 |
| Standard Deviation(%) | NA | 14.20 | 19.37 | 25.76 | NA | NA | NA | … | … | 11.47 | 17.85 | 23.85 | 18.03 | 44.24 | 12.56 | 12.72 | 8.93 | 15.52 | 12.12 |
| Draw Down(%) | NA | 10.12 | 24.64 | 45.18 | NA | NA | NA | … | … | 5.55 | 18.77 | 24.64 | 11.04 | 45.18 | 9.69 | 23.50 | 5.20 | 16.24 | 4.82 |
| Yield(%) | 1.05 | 4.26 | 2.64 | 2.55 | 2.49 | 1.66 | 1.25 | … | … | 1.13 | 2.76 | 2.29 | 1.93 | 1.65 | 2.39 | 2.97 | 2.37 | 1.67 | 1.72 |
Data as of 04/26/2024, Common starting date is 09/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMFVX (FRANKLIN MUTUAL FINANCIAL SERVICES FUND CLASS R6) |
-10.99%
Mar 2017 – Mar 2020 |
-1.55%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMFVX (FRANKLIN MUTUAL FINANCIAL SERVICES FUND CLASS R6) |
18.06%
Mar 2020 – Mar 2023 |
9.01%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart