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Franklin Mutual Shares R6 (FMSHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.64+0.02 (+0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.61%
5-year average return6.23%
Number of years up6
Number of years down4
Best 1-yr total return (2 Jul 2024)23.26%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return23.26%
Worst 3-yr total return2.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMSHXCategory
YTD4.57%13.38%
1-month-1.35%1.16%
3-month-3.54%6.75%
1-year13.02%40.77%
3-year4.18%13.59%
5-year6.52%13.52%
10-year5.57%10.48%
Last bull market22.75%21.11%
Last bear market-12.01%-19.34%

Annual total return (%) history

Year
FMSHXCategory
2024
N/AN/A
2023
14.00%N/A
2022
-7.05%N/A
2021
19.37%N/A
2020
-4.27%15.41%
2019
23.26%24.78%
2018
-8.88%-9.27%
2017
8.61%18.41%
2016
16.06%8.45%
2015
-3.71%-1.74%
2014
7.72%5.50%
2013
N/A26.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.40%-3.54%N/AN/A
20230.44%5.01%-1.66%9.91%
2022-0.66%-12.01%-6.64%13.91%
202110.78%5.60%-1.92%4.04%
2020-29.00%11.61%2.70%17.64%
201910.15%3.33%1.27%6.93%
2018-2.87%2.12%4.79%-12.34%
20173.83%1.64%0.83%2.06%
20160.58%3.75%5.12%5.80%
20152.51%-0.07%-9.11%3.42%
20142.44%5.51%-1.89%1.58%
20135.62%7.89%N/AN/A

Rank in category (by total return)

YTD90
1-month94
3-month99
1-year83
3-year26
5-year85

Load adjusted returns

1-year13.02%
3-year4.18%
5-year6.52%
10-year5.57%