Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEDRX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS R) | 14.84% | 5.04% | 6.33% | 7.32% | 3.73% | 6.10% | 5.84% | 6.44% |
Data as of 07/03/2025, AR inception is 04/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEDRX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS R) | 04/04/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.86 | 5.04 | 6.33 | 7.32 | 3.73 | 6.10 | 5.84 | 6.44 | 14.84 | -4.89 | 13.31 | -12.96 | 11.69 | -5.57 | 24.13 | -11.32 | 9.30 | 12.29 | -3.93 | 5.11 | 25.02 | 13.09 | -3.17 | 10.84 | 20.72 | -26.92 | 10.76 | 22.78 | 15.13 | 18.83 | 28.42 | -15.29 |
| Sharpe Ratio | NA | 0.11 | 0.15 | 0.35 | 0.13 | NA | NA | 0.37 | 1.62 | -0.89 | 0.67 | -0.68 | 0.82 | -0.16 | 2.10 | -1.00 | 1.35 | 0.89 | -0.31 | 0.42 | 2.80 | 1.23 | -0.17 | 0.85 | 2.34 | -1.75 | 0.70 | 2.24 | 2.05 | 2.52 | 3.91 | -1.79 |
| Standard Deviation(%) | NA | 16.92 | 15.71 | 16.15 | 17.48 | NA | NA | 14.29 | 17.81 | 12.88 | 13.62 | 21.07 | 14.25 | 35.66 | 10.84 | 12.68 | 6.46 | 13.63 | 12.97 | 12.02 | 8.91 | 10.65 | 19.07 | 12.70 | 8.81 | 15.83 | 11.18 | 8.75 | 6.32 | 7.11 | 7.10 | 11.74 |
| Draw Down(%) | NA | 17.06 | 17.06 | 25.22 | 40.21 | NA | NA | 40.21 | 12.95 | 13.94 | 8.89 | 23.58 | 10.95 | 40.21 | 7.79 | 19.42 | 3.45 | 12.49 | 14.76 | 9.45 | 5.74 | 9.78 | 19.07 | 10.63 | 8.17 | 30.81 | 9.94 | 10.28 | 5.14 | 6.35 | 9.42 | 20.70 |
| Yield(%) | 0.00 | 1.66 | 1.56 | 2.15 | 3.78 | 5.35 | 5.33 | 6.24 | 0.00 | 1.72 | 1.31 | 1.38 | 2.25 | 2.29 | 8.00 | 5.82 | 5.23 | 6.49 | 8.13 | 6.21 | 7.22 | 8.94 | 3.70 | 1.64 | 0.89 | 3.70 | 4.33 | 6.62 | 7.04 | 2.20 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 04/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEDRX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS R) |
-6.92%
Mar 2017 - Mar 2020 |
-2.52%
Mar 2015 - Mar 2020 |
2.53%
Dec 2014 - Dec 2024 |
3.10%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEDRX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS R) |
26.18%
Mar 2003 - Mar 2006 |
19.46%
Oct 2002 - Oct 2007 |
11.16%
Mar 2003 - Mar 2013 |
10.01%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart