Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMSHX (FRANKLIN MUTUAL SHARES FUND CLASS R6) | 3.75% | 12.96% | 13.36% | 6.39% | 7.81% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMSHX (FRANKLIN MUTUAL SHARES FUND CLASS R6) | 06/27/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 12.96 | 13.36 | 6.39 | 7.81 | NA | NA | … | … | 3.75 | 4.94 | 11.69 | 13.93 | -7.05 | 19.29 | -4.20 | 23.33 | -8.99 | 8.61 | 16.05 | -3.79 | 10.73 | 13.65 |
| Sharpe Ratio | NA | 1.08 | 0.83 | 0.28 | 0.38 | NA | NA | … | … | 0.63 | 0.13 | 0.73 | 0.81 | -0.42 | 1.52 | -0.13 | 2.02 | -0.79 | 1.24 | 1.25 | -0.29 | 1.11 | 3.67 |
| Standard Deviation(%) | NA | 11.35 | 12.98 | 14.85 | 16.63 | NA | NA | … | … | 12.37 | 16.82 | 11.11 | 12.83 | 20.05 | 12.70 | 34.53 | 10.81 | 13.26 | 6.46 | 12.62 | 12.96 | 9.69 | 7.72 |
| Draw Down(%) | NA | 9.22 | 15.89 | 20.94 | 39.40 | NA | NA | … | … | 9.22 | 14.29 | 8.42 | 12.32 | 20.94 | 7.22 | 39.40 | 6.96 | 17.88 | 3.90 | 10.66 | 13.37 | 8.74 | 3.13 |
| Yield(%) | 0.00 | 7.72 | 8.46 | 7.35 | 7.40 | 6.52 | 4.89 | … | … | 0.00 | 7.95 | 9.88 | 6.38 | 8.16 | 12.26 | 3.49 | 9.22 | 6.24 | 7.09 | 7.50 | 8.11 | 6.47 | 1.87 |
Data as of 06/05/2026, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMSHX (FRANKLIN MUTUAL SHARES FUND CLASS R6) |
-5.87%
Mar 2017 – Mar 2020 |
-1.16%
Mar 2015 – Mar 2020 |
5.33%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMSHX (FRANKLIN MUTUAL SHARES FUND CLASS R6) |
16.03%
Sep 2022 – Sep 2025 |
14.30%
Mar 2020 – Mar 2025 |
9.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart