Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TESRX (FRANKLIN MUTUAL SHARES FUND CLASS R) | 7.04% | 10.20% | 8.47% | 7.12% | 3.64% | 6.37% | 4.82% | 5.20% |
Data as of 07/14/2025, AR inception is 04/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TESRX (FRANKLIN MUTUAL SHARES FUND CLASS R) | 04/04/2002 | 07/14/2025 |
| 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 (%) | 0.54 | 10.20 | 8.47 | 7.12 | 3.64 | 6.37 | 4.82 | 5.20 | 7.04 | 1.51 | 8.85 | -14.82 | 9.80 | -6.63 | 22.61 | -9.51 | 7.96 | 15.31 | -4.47 | 7.15 | 27.47 | 14.52 | -1.94 | 11.17 | 27.52 | -38.24 | 2.84 | 17.73 | 9.88 | 13.32 | 26.02 | -15.37 |
| Sharpe Ratio | NA | 0.49 | 0.28 | 0.33 | 0.13 | NA | NA | 0.26 | 0.52 | -0.38 | 0.34 | -0.78 | 0.63 | -0.20 | 1.97 | -0.82 | 1.13 | 1.20 | -0.35 | 0.74 | 3.02 | 1.38 | -0.10 | 0.79 | 1.35 | -1.31 | -0.01 | 1.90 | 1.39 | 2.02 | 3.98 | -1.65 |
| Standard Deviation(%) | NA | 16.67 | 15.63 | 16.20 | 17.24 | NA | NA | 15.54 | 19.65 | 13.32 | 13.45 | 20.87 | 15.43 | 34.44 | 10.78 | 13.24 | 6.49 | 12.61 | 12.95 | 9.60 | 9.09 | 10.58 | 19.65 | 14.00 | 20.31 | 29.75 | 11.32 | 7.64 | 5.53 | 6.14 | 6.37 | 12.78 |
| Draw Down(%) | NA | 16.07 | 17.24 | 27.56 | 39.49 | NA | NA | 53.92 | 14.36 | 15.14 | 12.38 | 22.81 | 12.43 | 39.49 | 7.00 | 18.31 | 3.96 | 10.76 | 13.60 | 8.88 | 5.05 | 9.54 | 19.78 | 12.79 | 22.57 | 46.63 | 10.14 | 7.51 | 3.81 | 5.43 | 6.85 | 21.88 |
| Yield(%) | 0.00 | 8.40 | 4.07 | 3.68 | 4.43 | 5.55 | 4.55 | 4.94 | 0.00 | 8.98 | 1.69 | 0.92 | 3.20 | 1.46 | 8.58 | 5.66 | 6.50 | 6.88 | 7.53 | 2.96 | 1.30 | 1.85 | 1.91 | 2.79 | 2.23 | 1.46 | 5.80 | 8.70 | 6.10 | 3.46 | 1.51 | 0.00 |
Data as of 07/14/2025, 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 |
|---|---|---|---|---|
| TESRX (FRANKLIN MUTUAL SHARES FUND CLASS R) |
-14.48%
Feb 2006 - Feb 2009 |
-4.93%
Feb 2004 - Feb 2009 |
2.37%
Oct 2013 - Oct 2023 |
2.46%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TESRX (FRANKLIN MUTUAL SHARES FUND CLASS R) |
20.17%
Feb 2009 - Feb 2012 |
18.86%
Feb 2009 - Feb 2014 |
11.57%
Feb 2009 - Feb 2019 |
8.25%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart