Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEMEX (FRANKLIN MUTUAL BEACON FUND CLASS C) | -0.38% | 12.24% | 13.53% | 2.84% | 6.56% | 6.84% | 5.13% | … | … |
Data as of 06/03/2026, Common starting date is 12/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEMEX (FRANKLIN MUTUAL BEACON FUND CLASS C) | 12/20/1996 | 06/03/2026 |
| 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 (%) | -1.96 | 12.24 | 13.53 | 2.84 | 6.56 | 6.84 | 5.13 | … | … | -0.38 | 24.36 | 6.81 | 14.21 | -19.57 | 10.09 | 2.21 | 23.77 | -9.28 | 11.76 | 14.93 | -5.17 | 6.28 | 27.79 | 15.29 | -3.15 | 9.96 | 28.52 | -40.92 | 2.13 | 19.79 | 8.14 | 13.58 | 28.24 | -12.00 | 5.06 | 13.10 | 15.66 | 1.40 | 21.65 | -4.40 |
| Sharpe Ratio | NA | 1.19 | 0.87 | 0.05 | 0.30 | NA | NA | … | … | -0.01 | 1.42 | 0.30 | 0.83 | -0.93 | 0.73 | 0.06 | 2.08 | -0.86 | 1.63 | 1.01 | -0.38 | 0.48 | 3.12 | 1.44 | -0.17 | 0.69 | 1.34 | -1.34 | -0.09 | 2.07 | 0.99 | 1.84 | 3.83 | -1.14 | 0.21 | 0.73 | 1.27 | -0.16 | 2.00 | -2.40 |
| Standard Deviation(%) | NA | 10.81 | 12.50 | 15.52 | 16.81 | NA | NA | … | … | 11.63 | 15.21 | 10.63 | 12.90 | 22.69 | 13.73 | 33.80 | 10.71 | 12.46 | 6.85 | 14.50 | 13.62 | 12.98 | 8.90 | 10.66 | 19.15 | 14.23 | 21.17 | 31.25 | 11.31 | 7.93 | 5.96 | 6.83 | 7.19 | 11.54 | 12.71 | 12.10 | 9.65 | 13.28 | 8.94 | 37.07 |
| Draw Down(%) | NA | 9.97 | 13.20 | 31.17 | 37.21 | NA | NA | … | … | 9.97 | 13.20 | 6.32 | 11.39 | 28.71 | 10.51 | 37.21 | 6.76 | 17.65 | 4.63 | 11.77 | 15.96 | 9.47 | 5.14 | 10.34 | 19.39 | 14.39 | 23.09 | 49.87 | 9.90 | 7.12 | 4.78 | 6.77 | 8.55 | 21.59 | 15.38 | 7.19 | 11.54 | 26.18 | 5.96 | 5.36 |
| Yield(%) | 0.00 | 6.22 | 6.05 | 3.03 | 4.43 | 5.08 | 4.18 | … | … | 0.00 | 6.88 | 5.09 | 5.59 | 0.33 | 0.88 | 1.65 | 4.20 | 7.05 | 3.21 | 8.26 | 8.67 | 7.86 | 1.23 | 0.88 | 1.78 | 2.22 | 0.74 | 2.85 | 7.97 | 11.76 | 11.05 | 2.78 | 0.99 | 1.49 | 7.63 | 15.89 | 9.91 | 8.44 | 13.23 | 2.33 |
Data as of 06/03/2026, Common starting date is 12/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEMEX (FRANKLIN MUTUAL BEACON FUND CLASS C) |
-15.33%
Feb 2006 – Feb 2009 |
-5.71%
Feb 2004 – Feb 2009 |
1.78%
Feb 1999 – Feb 2009 |
2.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEMEX (FRANKLIN MUTUAL BEACON FUND CLASS C) |
20.35%
Mar 2003 – Mar 2006 |
18.30%
Feb 2009 – Feb 2014 |
11.56%
Feb 2009 – Feb 2019 |
8.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart