Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMFSX (FRANKLIN MUTUAL FINANCIAL SERVICES FUND CLASS C) | NA | 29.80% | 6.55% | 6.66% | 6.61% | 8.32% | 4.81% | … | … |
Data as of 04/26/2024, Common starting date is 10/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMFSX (FRANKLIN MUTUAL FINANCIAL SERVICES FUND CLASS C) | 10/21/1997 | 04/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.14 | 29.80 | 6.55 | 6.66 | 6.61 | 8.32 | 4.81 | … | … | 10.23 | 11.19 | -5.70 | 22.74 | -7.67 | 18.15 | -17.35 | 12.50 | 10.79 | 7.29 | 9.93 | 24.50 | 18.66 | -10.13 | 11.69 | 13.64 | -40.68 | -9.54 | 18.52 | 13.06 | 14.46 | 28.87 | -1.20 | 11.16 | 31.08 | 3.67 | 6.12 | 3.14 |
| Sharpe Ratio | NA | 1.84 | 0.22 | 0.20 | 0.27 | NA | NA | … | … | 2.78 | 0.39 | -0.30 | 1.26 | -0.18 | 1.33 | -1.47 | 1.33 | 0.68 | 0.61 | 1.23 | 2.82 | 1.97 | -0.57 | 0.94 | 0.74 | -1.50 | -0.98 | 1.58 | 1.71 | 1.88 | 3.22 | -0.16 | 0.65 | 1.42 | 0.04 | 0.17 | 1.02 |
| Standard Deviation(%) | NA | 14.16 | 19.35 | 25.78 | 20.10 | NA | NA | … | … | 11.43 | 17.84 | 23.83 | 18.02 | 44.31 | 12.61 | 12.73 | 8.95 | 15.57 | 11.82 | 8.06 | 8.67 | 9.54 | 17.78 | 12.40 | 18.31 | 27.65 | 12.79 | 9.72 | 6.35 | 7.18 | 8.75 | 14.10 | 13.89 | 19.04 | 12.55 | 16.84 | 13.46 |
| Draw Down(%) | NA | 10.39 | 25.10 | 45.27 | 48.62 | NA | NA | … | … | 5.56 | 18.88 | 25.10 | 11.18 | 45.27 | 9.83 | 24.26 | 5.24 | 16.37 | 9.20 | 5.61 | 5.26 | 9.32 | 21.75 | 11.98 | 19.26 | 46.24 | 21.87 | 11.93 | 5.27 | 8.07 | 8.44 | 19.97 | 16.44 | 17.09 | 11.07 | 31.67 | 5.42 |
| Yield(%) | 0.72 | 2.30 | 1.21 | 1.10 | 1.45 | 2.16 | 3.00 | … | … | 0.78 | 1.31 | 1.07 | 0.46 | 0.56 | 0.91 | 2.40 | 1.16 | 0.47 | 0.75 | 1.13 | 0.17 | 0.81 | 1.07 | 3.54 | 2.01 | 1.35 | 7.83 | 13.50 | 7.34 | 12.17 | 3.08 | 3.27 | 9.12 | 5.35 | 2.02 | 1.57 | 0.79 |
Data as of 04/26/2024, Common starting date is 10/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMFSX (FRANKLIN MUTUAL FINANCIAL SERVICES FUND CLASS C) |
-19.79%
Feb 2006 – Feb 2009 |
-10.42%
May 2007 – May 2012 |
0.37%
Feb 2006 – Feb 2016 |
0.70%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMFSX (FRANKLIN MUTUAL FINANCIAL SERVICES FUND CLASS C) |
23.63%
Mar 2003 – Mar 2006 |
19.90%
Feb 2000 – Feb 2005 |
11.62%
Nov 1997 – Nov 2007 |
8.58%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart