Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEURX (FRANKLIN MUTUAL EUROPEAN FUND CLASS Z) | 3.15% | 18.43% | 17.91% | 12.20% | 9.15% | 7.63% | 7.05% | … | … |
Data as of 06/04/2026, Common starting date is 07/23/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEURX (FRANKLIN MUTUAL EUROPEAN FUND CLASS Z) | 07/23/1996 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 18.43 | 17.91 | 12.20 | 9.15 | 7.63 | 7.05 | … | … | 3.15 | 40.32 | 3.67 | 16.68 | -0.67 | 16.48 | -6.22 | 22.28 | -11.13 | 10.45 | 2.43 | 0.72 | -2.13 | 26.75 | 17.74 | -8.06 | 8.61 | 23.05 | -32.48 | 17.27 | 27.24 | 18.27 | 21.59 | 32.84 | -7.72 | -4.74 | 14.30 | 46.81 | 4.74 | 23.16 | 15.07 |
| Sharpe Ratio | NA | 1.25 | 1.03 | 0.66 | 0.43 | NA | NA | … | … | 0.38 | 2.34 | 0.00 | 0.98 | -0.11 | 1.39 | -0.18 | 1.76 | -1.01 | 1.31 | 0.12 | 0.05 | -0.09 | 2.49 | 1.28 | -0.36 | 0.54 | 1.24 | -1.52 | 1.09 | 2.04 | 2.27 | 2.74 | 4.06 | -0.84 | -0.66 | 0.67 | 4.06 | 0.09 | 2.03 | 6.93 |
| Standard Deviation(%) | NA | 14.01 | 14.35 | 15.34 | 17.53 | NA | NA | … | … | 17.05 | 16.08 | 12.25 | 13.37 | 19.74 | 11.80 | 36.21 | 11.83 | 12.46 | 7.50 | 18.42 | 14.86 | 22.91 | 10.74 | 13.97 | 22.22 | 15.87 | 18.56 | 21.88 | 12.97 | 11.74 | 7.06 | 7.51 | 7.92 | 10.58 | 11.03 | 15.14 | 10.69 | 13.55 | 9.55 | 4.83 |
| Draw Down(%) | NA | 11.16 | 15.36 | 20.38 | 41.10 | NA | NA | … | … | 11.16 | 15.36 | 8.44 | 10.69 | 20.38 | 6.21 | 41.10 | 8.58 | 16.89 | 3.67 | 17.56 | 14.45 | 18.96 | 7.57 | 12.45 | 22.87 | 11.11 | 17.16 | 37.06 | 10.32 | 12.15 | 4.57 | 4.58 | 11.03 | 20.68 | 18.50 | 13.20 | 5.25 | 30.11 | 8.14 | 1.37 |
| Yield(%) | 0.00 | 3.56 | 3.51 | 3.45 | 3.48 | 4.42 | 4.72 | … | … | 0.00 | 4.51 | 3.10 | 2.53 | 3.14 | 3.93 | 2.14 | 3.23 | 3.48 | 1.42 | 3.84 | 7.33 | 11.74 | 9.27 | 5.98 | 3.56 | 3.18 | 4.44 | 2.47 | 9.95 | 11.18 | 10.24 | 3.70 | 3.24 | 2.46 | 2.34 | 21.91 | 10.94 | 5.52 | 12.36 | 0.70 |
Data as of 06/04/2026, Common starting date is 07/23/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEURX (FRANKLIN MUTUAL EUROPEAN FUND CLASS Z) |
-7.94%
Mar 2017 – Mar 2020 |
-5.05%
Mar 2015 – Mar 2020 |
1.71%
Mar 2010 – Mar 2020 |
2.18%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEURX (FRANKLIN MUTUAL EUROPEAN FUND CLASS Z) |
30.55%
Mar 2003 – Mar 2006 |
23.96%
Oct 2002 – Oct 2007 |
17.26%
May 1997 – May 2007 |
11.90%
Oct 1998 – Oct 2013 |
Annualized Rolling Returns Comparison Chart