Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEQIX (FRANKLIN MUTUAL QUEST FUND CLASS A) | 5.23% | 16.15% | 14.62% | 6.64% | 6.10% | 6.41% | 5.93% | … | … |
Data as of 06/05/2026, Common starting date is 10/31/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEQIX (FRANKLIN MUTUAL QUEST FUND CLASS A) | 10/31/1996 | 06/05/2026 |
| 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 (%) | -0.30 | 16.15 | 14.62 | 6.64 | 6.10 | 6.41 | 5.93 | … | … | 5.23 | 17.37 | 8.64 | 10.21 | -7.15 | 11.25 | -2.13 | 12.15 | -7.54 | 6.95 | 16.04 | -5.89 | 5.67 | 25.67 | 12.22 | -2.13 | 9.87 | 20.20 | -25.54 | 8.83 | 18.94 | 10.85 | 16.27 | 29.99 | -13.00 | 7.84 | 13.81 | 2.74 | -9.48 | 11.77 | -1.28 |
| Sharpe Ratio | NA | 1.48 | 1.15 | 0.38 | 0.39 | NA | NA | … | … | 1.00 | 1.22 | 0.57 | 0.63 | -0.56 | 1.39 | -0.11 | 1.36 | -0.98 | 1.33 | 1.84 | -0.69 | 0.25 | 3.63 | 1.43 | -0.14 | 0.80 | 1.96 | -1.56 | 0.62 | 2.02 | 1.39 | 2.14 | 3.94 | -1.11 | 0.42 | 0.74 | -0.05 | -0.77 | 0.61 | -0.05 |
| Standard Deviation(%) | NA | 9.79 | 10.33 | 11.52 | 11.74 | NA | NA | … | … | 11.60 | 11.88 | 8.82 | 10.50 | 15.41 | 8.09 | 22.20 | 7.83 | 9.17 | 4.74 | 8.62 | 8.63 | 23.06 | 7.07 | 8.59 | 15.00 | 12.26 | 10.27 | 16.89 | 9.26 | 7.71 | 6.17 | 7.16 | 7.43 | 12.69 | 13.06 | 12.96 | 12.61 | 16.92 | 13.17 | 247.26 |
| Draw Down(%) | NA | 8.46 | 10.71 | 20.05 | 30.66 | NA | NA | … | … | 8.46 | 10.71 | 5.31 | 11.02 | 20.05 | 5.32 | 30.66 | 6.62 | 15.07 | 2.78 | 8.54 | 13.01 | 17.53 | 4.20 | 8.25 | 16.30 | 11.22 | 10.02 | 30.44 | 8.24 | 7.46 | 4.72 | 6.71 | 8.54 | 23.35 | 15.31 | 8.91 | 14.41 | 28.33 | 12.83 | 53.21 |
| Yield(%) | 0.00 | 4.27 | 5.09 | 3.73 | 4.82 | 5.81 | 5.43 | … | … | 0.00 | 4.55 | 5.08 | 4.63 | 3.19 | 2.58 | 3.24 | 3.57 | 11.09 | 4.67 | 8.81 | 4.91 | 14.15 | 15.30 | 10.31 | 5.88 | 7.13 | 2.07 | 7.72 | 8.91 | 8.19 | 9.30 | 7.03 | 1.86 | 2.59 | 8.58 | 14.84 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/31/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEQIX (FRANKLIN MUTUAL QUEST FUND CLASS A) |
-6.11%
Jun 2007 – Jun 2010 |
-2.45%
Mar 1998 – Mar 2003 |
2.86%
Oct 2013 – Oct 2023 |
3.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEQIX (FRANKLIN MUTUAL QUEST FUND CLASS A) |
22.85%
Mar 2003 – Mar 2006 |
17.52%
Oct 2002 – Oct 2007 |
10.01%
Mar 2003 – Mar 2013 |
9.24%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart