Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEDSX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS C) | 13.29% | 13.51% | 8.27% | 8.94% | 3.83% | 6.06% | 5.64% | 7.44% |
Data as of 06/30/2025, AR inception is 12/16/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEDSX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS C) | 12/16/1996 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | 13.51 | 8.27 | 8.94 | 3.83 | 6.06 | 5.64 | 7.44 | 13.29 | -5.95 | 12.89 | -13.26 | 11.27 | -6.01 | 23.47 | -11.76 | 7.10 | 11.71 | -4.43 | 4.56 | 24.43 | 12.58 | -3.69 | 10.26 | 20.07 | -27.27 | 10.29 | 22.15 | 14.57 | 18.40 | 30.30 | -9.98 | 0.25 | 11.37 | 25.50 | -2.88 | 22.84 | 2.95 |
| Sharpe Ratio | NA | 0.47 | 0.29 | 0.38 | 0.11 | NA | NA | 0.41 | 1.11 | -0.95 | 0.64 | -0.70 | 0.79 | -0.17 | 2.03 | -1.03 | 0.98 | 0.84 | -0.34 | 0.39 | 2.74 | 1.18 | -0.20 | 0.80 | 2.28 | -1.77 | 0.65 | 2.17 | 1.96 | 2.45 | 4.24 | -1.07 | -0.22 | 0.70 | 2.50 | -0.47 | 1.22 | 1.78 |
| Standard Deviation(%) | NA | 14.94 | 15.10 | 15.82 | 17.30 | NA | NA | 13.89 | 18.32 | 13.27 | 13.52 | 21.01 | 14.20 | 35.64 | 10.88 | 12.71 | 6.63 | 13.63 | 12.97 | 11.54 | 8.91 | 10.68 | 19.06 | 12.71 | 8.78 | 15.85 | 11.23 | 8.76 | 6.31 | 7.13 | 6.98 | 10.33 | 9.75 | 10.41 | 8.90 | 13.24 | 15.71 | 58.97 |
| Draw Down(%) | NA | 12.97 | 16.41 | 25.44 | 40.28 | NA | NA | 40.28 | 12.97 | 14.56 | 8.98 | 23.84 | 10.89 | 40.28 | 7.83 | 19.79 | 4.68 | 12.54 | 14.91 | 9.57 | 5.80 | 9.87 | 19.31 | 10.70 | 8.21 | 31.14 | 9.99 | 10.33 | 5.15 | 6.40 | 9.48 | 20.38 | 14.41 | 5.31 | 8.68 | 29.55 | 13.37 | 7.11 |
| Yield(%) | 0.00 | 8.77 | 3.67 | 3.32 | 3.72 | 5.15 | 5.01 | 7.14 | 0.00 | 9.00 | 0.50 | 0.76 | 1.36 | 1.63 | 7.18 | 4.66 | 3.05 | 5.90 | 7.64 | 5.71 | 6.70 | 8.37 | 3.15 | 1.08 | 0.34 | 3.21 | 3.81 | 6.11 | 6.52 | 1.83 | 1.63 | 1.24 | 4.19 | 21.37 | 3.14 | 5.91 | 12.00 | 7.42 |
Data as of 06/30/2025, AR inception is 12/16/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEDSX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS C) |
-7.87%
Mar 2017 - Mar 2020 |
-3.31%
Mar 2015 - Mar 2020 |
2.59%
Oct 2013 - Oct 2023 |
2.48%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEDSX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS C) |
26.44%
Mar 2003 - Mar 2006 |
19.73%
Oct 2002 - Oct 2007 |
12.87%
Apr 1997 - Apr 2007 |
9.66%
Oct 1998 - Oct 2013 |
Annualized Rolling Returns Comparison Chart