Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MQIFX (FRANKLIN MUTUAL QUEST FUND CLASS Z) | 10.02% | 13.92% | 10.15% | 9.76% | 4.92% | 7.13% | 6.23% | 10.67% |
Data as of 07/02/2025, AR inception is 12/22/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MQIFX (FRANKLIN MUTUAL QUEST FUND CLASS Z) | 12/22/1981 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.30 | 13.92 | 10.15 | 9.76 | 4.92 | 7.13 | 6.23 | 10.67 | 10.02 | 3.55 | 10.45 | -6.85 | 11.50 | -1.84 | 12.40 | -7.33 | 7.26 | 16.26 | -6.48 | 6.06 | 26.03 | 12.59 | -1.86 | 10.17 | 20.60 | -25.33 | 9.23 | 19.26 | 11.29 | 16.65 | 30.49 | -12.70 | 8.20 | 14.16 | 13.63 | 0.48 | 24.94 | 21.20 | 26.63 | 5.75 | 22.72 | 22.69 | 21.16 | -10.13 | 14.67 | 30.18 | 18.31 | 16.74 | 16.53 | 6.38 | 23.18 | 12.08 | 2.23 |
| Sharpe Ratio | NA | 0.78 | 0.47 | 0.68 | 0.28 | NA | NA | 0.71 | 1.10 | -0.31 | 0.60 | -0.54 | 1.41 | -0.09 | 1.40 | -0.94 | 1.42 | 1.86 | -0.74 | 0.26 | 3.67 | 1.47 | -0.13 | 0.82 | 1.99 | -1.55 | 0.68 | 2.09 | 1.48 | 2.19 | 4.07 | -1.08 | 0.46 | 0.78 | 1.03 | -0.20 | 2.25 | 2.67 | 4.21 | 0.40 | 3.15 | 3.54 | 2.54 | -2.02 | 1.49 | 4.19 | 0.75 | 0.82 | 1.49 | -0.03 | 1.54 | 0.44 | 14.46 |
| Standard Deviation(%) | NA | 12.31 | 11.69 | 11.38 | 11.77 | NA | NA | 11.12 | 14.67 | 9.75 | 10.45 | 15.36 | 8.11 | 22.18 | 7.83 | 9.18 | 4.67 | 8.65 | 8.84 | 23.29 | 7.08 | 8.60 | 15.03 | 12.26 | 10.30 | 16.86 | 9.25 | 7.69 | 6.14 | 7.18 | 7.33 | 12.76 | 13.09 | 12.94 | 10.08 | 14.42 | 9.48 | 6.57 | 5.41 | 6.98 | 6.53 | 5.69 | 6.83 | 7.59 | 6.01 | 6.06 | 18.88 | 15.30 | 7.62 | 9.83 | 11.09 | 10.38 | 9.98 |
| Draw Down(%) | NA | 10.71 | 14.40 | 19.91 | 30.59 | NA | NA | 34.60 | 10.71 | 9.25 | 11.04 | 19.91 | 5.29 | 30.59 | 6.52 | 14.98 | 2.74 | 8.57 | 13.73 | 17.52 | 4.16 | 8.23 | 16.22 | 11.19 | 9.89 | 30.27 | 8.14 | 7.41 | 4.64 | 6.63 | 8.44 | 23.29 | 15.28 | 8.89 | 12.22 | 27.11 | 6.32 | 6.69 | 3.17 | 6.12 | 3.22 | 2.76 | 5.28 | 16.18 | 5.90 | 2.31 | 23.95 | 9.51 | 6.37 | 5.76 | 6.84 | 4.06 | 0.00 |
| Yield(%) | 0.00 | 5.02 | 4.62 | 4.55 | 4.70 | 6.93 | 6.11 | 13.15 | 0.00 | 5.27 | 4.82 | 3.38 | 2.82 | 3.44 | 3.80 | 11.16 | 4.87 | 8.99 | 4.22 | 14.31 | 15.50 | 10.56 | 6.14 | 7.38 | 2.37 | 7.95 | 9.20 | 8.48 | 9.61 | 7.37 | 2.21 | 2.91 | 8.93 | 15.18 | 10.71 | 9.79 | 6.32 | 11.57 | 14.67 | 6.93 | 12.01 | 7.12 | 5.67 | 7.19 | 16.53 | 12.50 | 20.67 | 11.22 | 1.83 | 1.10 | 1.49 | 1.27 | 1.54 |
Data as of 07/02/2025, AR inception is 12/22/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQIFX (FRANKLIN MUTUAL QUEST FUND CLASS Z) |
-5.82%
Jun 2007 - Jun 2010 |
-1.68%
Mar 2015 - Mar 2020 |
3.03%
Oct 2013 - Oct 2023 |
3.32%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQIFX (FRANKLIN MUTUAL QUEST FUND CLASS Z) |
25.10%
Mar 1995 - Mar 1998 |
23.30%
Jul 1982 - Jul 1987 |
17.72%
Nov 1987 - Nov 1997 |
17.69%
Jul 1982 - Jul 1997 |
Annualized Rolling Returns Comparison Chart