Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MUTHX (FRANKLIN MUTUAL SHARES FUND CLASS Z) | 7.78% | 14.60% | 8.57% | 7.83% | 4.41% | 7.32% | 5.43% | 9.24% |
Data as of 07/03/2025, AR inception is 01/21/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUTHX (FRANKLIN MUTUAL SHARES FUND CLASS Z) | 01/21/1980 | 07/03/2025 |
| 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 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.32 | 14.60 | 8.57 | 7.83 | 4.41 | 7.32 | 5.43 | 9.24 | 7.78 | 11.18 | 9.48 | -14.21 | 10.48 | -6.15 | 23.20 | -9.06 | 8.50 | 15.89 | -3.92 | 7.67 | 28.11 | 15.15 | -1.51 | 11.77 | 28.22 | -37.92 | 3.38 | 18.33 | 10.51 | 13.89 | 26.62 | -10.89 | 6.32 | 13.73 | 15.03 | 0.41 | 26.39 | 20.77 | 29.16 | 4.58 | 21.00 | 21.33 | 21.02 | -9.83 | 15.14 | 30.80 | 16.41 | 17.13 | 15.15 | 2.09 | 22.98 | 1.89 | -2.98 | 3.13 |
| Sharpe Ratio | NA | 0.58 | 0.25 | 0.38 | 0.15 | NA | NA | 0.44 | 0.46 | 0.41 | 0.39 | -0.75 | 0.68 | -0.18 | 2.02 | -0.79 | 1.21 | 1.24 | -0.31 | 0.78 | 3.10 | 1.44 | -0.08 | 0.84 | 1.39 | -1.30 | 0.03 | 1.97 | 1.51 | 2.10 | 4.05 | -1.04 | 0.31 | 0.73 | 1.16 | -0.21 | 2.27 | 2.28 | 4.11 | 0.22 | 2.83 | 3.28 | 2.51 | -1.83 | 1.53 | 4.05 | 0.66 | 0.92 | 1.06 | -0.38 | 1.24 | -0.43 | -0.75 | -0.17 |
| Standard Deviation(%) | NA | 16.67 | 15.64 | 16.25 | 17.27 | NA | NA | 14.02 | 20.24 | 11.10 | 13.45 | 20.85 | 15.36 | 34.59 | 10.80 | 13.26 | 6.51 | 12.66 | 12.92 | 9.86 | 9.06 | 10.57 | 19.65 | 13.97 | 20.30 | 29.71 | 11.33 | 7.68 | 5.52 | 6.17 | 6.40 | 11.50 | 13.13 | 13.16 | 10.22 | 13.65 | 10.02 | 7.50 | 6.15 | 7.27 | 6.65 | 5.73 | 6.85 | 8.23 | 6.16 | 6.42 | 18.53 | 14.07 | 9.42 | 12.12 | 13.53 | 13.06 | 17.40 | 27.40 |
| Draw Down(%) | NA | 15.89 | 17.09 | 27.06 | 39.45 | NA | NA | 53.53 | 14.28 | 8.42 | 12.32 | 22.46 | 12.25 | 39.45 | 6.96 | 17.93 | 3.90 | 10.73 | 13.37 | 8.74 | 5.02 | 9.45 | 19.64 | 12.71 | 22.50 | 46.34 | 10.13 | 7.46 | 3.77 | 5.42 | 6.81 | 20.47 | 15.65 | 8.25 | 12.14 | 24.91 | 5.90 | 7.88 | 3.72 | 6.61 | 3.35 | 3.01 | 5.39 | 16.14 | 6.09 | 2.47 | 23.63 | 9.92 | 7.89 | 9.03 | 7.84 | 8.85 | 13.70 | 15.97 |
| Yield(%) | 0.00 | 9.00 | 4.46 | 4.21 | 4.91 | 6.51 | 5.08 | 6.94 | 0.00 | 9.37 | 2.20 | 1.36 | 3.74 | 1.89 | 9.15 | 6.16 | 6.94 | 7.38 | 7.99 | 3.48 | 1.93 | 2.43 | 2.42 | 3.26 | 2.71 | 1.88 | 6.18 | 9.06 | 6.62 | 3.89 | 1.88 | 2.64 | 8.14 | 15.94 | 10.11 | 8.56 | 2.30 | 12.88 | 18.69 | 7.33 | 10.51 | 7.36 | 6.45 | 6.25 | 15.72 | 13.31 | 20.17 | 10.78 | 0.69 | 0.46 | 0.94 | 0.95 | 1.04 | 0.53 |
Data as of 07/03/2025, AR inception is 01/21/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUTHX (FRANKLIN MUTUAL SHARES FUND CLASS Z) |
-14.04%
Feb 2006 - Feb 2009 |
-4.43%
Feb 2004 - Feb 2009 |
2.56%
Mar 1999 - Mar 2009 |
3.00%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUTHX (FRANKLIN MUTUAL SHARES FUND CLASS Z) |
25.67%
Mar 1995 - Mar 1998 |
21.49%
Sep 1992 - Sep 1997 |
17.69%
Nov 1987 - Nov 1997 |
16.90%
Jul 1982 - Jul 1997 |
Annualized Rolling Returns Comparison Chart