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Franklin Mutual Shares C (TEMTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.42+0.02 (+0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.05%
5-year average return5.12%
Number of years up48
Number of years down26
Best 1-yr total return (2 Jul 2024)26.92%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return26.92%
Worst 3-yr total return0.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTEMTXCategory
YTD4.01%13.38%
1-month-1.44%1.16%
3-month-3.79%6.75%
1-year11.87%40.77%
3-year3.10%13.59%
5-year5.40%13.52%
10-year4.44%10.48%
Last bull market22.25%21.11%
Last bear market-12.26%-19.34%

Annual total return (%) history

Year
TEMTXCategory
2024
N/AN/A
2023
12.85%N/A
2022
-8.04%N/A
2021
18.13%N/A
2020
-5.29%15.41%
2019
21.93%24.78%
2018
-9.87%-9.27%
2017
7.37%18.41%
2016
14.77%8.45%
2015
-4.79%-1.74%
2014
6.56%5.50%
2013
26.82%26.84%
2012
13.97%15.29%
2011
-2.44%-4.13%
2010
10.62%14.83%
2009
26.92%30.03%
2008
-38.53%-38.64%
2007
2.30%7.48%
2006
17.18%14.66%
2005
9.27%7.75%
2004
12.77%12.45%
2003
25.37%30.32%
2002
-11.78%-19.14%
2001
5.26%-7.34%
2000
12.68%-0.06%
1999
13.87%25.27%
1998
-0.55%14.49%
1997
24.98%19.54%
1996
8.30%17.62%
1995
8.78%28.60%
1994
-3.79%2.31%
1993
9.28%17.41%
1992
12.63%10.94%
1991
13.24%29.00%
1990
-16.88%-7.49%
1989
-1.89%14.93%
1988
16.03%30.69%
1987
-5.26%16.41%
1986
3.93%16.29%
1985
13.33%28.65%
1984
0.62%13.84%
1983
20.77%35.50%
1982
-0.13%15.45%
1981
-4.92%11.83%
1980
1.60%15.03%
1979
26.51%40.48%
1978
6.66%14.76%
1977
7.14%17.83%
1976
41.23%52.73%
1975
23.36%26.81%
1974
2.74%9.25%
1973
-10.84%-7.47%
1972
-3.45%-1.15%
1971
18.47%22.28%
1970
-12.07%-8.72%
1969
-28.91%-19.24%
1968
22.91%39.88%
1967
13.06%32.21%
1966
-7.28%2.01%
1965
9.14%20.93%
1964
-0.73%10.45%
1963
9.52%20.61%
1962
-10.20%-1.42%
1961
10.04%22.56%
1960
-4.24%6.22%
1959
-3.94%6.07%
1958
23.25%34.51%
1957
-21.50%-15.45%
1956
-0.04%11.04%
1955
0.04%11.49%
1954
16.09%28.00%
1953
-14.97%-3.89%
1952
2.91%16.45%
1951
14.75%27.91%
1950
17.13%28.25%
1949
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.10%-3.79%N/AN/A
20230.18%4.74%-1.86%9.60%
2022-0.93%-12.26%-6.88%13.62%
202110.51%5.28%-2.13%3.74%
2020-29.21%11.31%2.47%17.29%
20199.89%3.04%0.99%6.62%
2018-3.10%1.84%4.52%-12.61%
20173.54%1.33%0.58%1.75%
20160.27%3.44%4.86%5.52%
20152.24%-0.37%-9.36%3.12%
20142.15%5.23%-2.16%1.31%
20139.67%2.06%5.34%7.56%
20129.06%-2.66%5.94%1.34%
20114.79%0.37%-16.11%10.57%
20104.98%-9.43%8.16%7.57%
2009-10.20%16.81%15.70%4.57%
2008-9.41%-5.95%-7.04%-22.39%
20072.97%5.83%-3.62%-2.59%
20066.14%-1.13%3.68%7.70%
20050.04%2.09%4.31%2.57%
20043.09%-0.15%0.42%9.10%
2003-2.40%12.68%2.25%11.49%
20022.28%-6.12%-10.37%2.50%
20013.01%8.10%-11.16%6.40%
20002.07%-1.79%7.59%4.48%
19994.64%11.12%-9.19%7.84%
19988.27%-1.96%-17.16%13.11%
19973.82%8.86%9.37%1.11%
19967.34%-2.87%3.18%0.67%
19957.56%6.88%6.72%-11.34%
1994-3.33%2.18%5.90%-8.02%
19937.73%0.94%5.86%-5.06%
19924.35%4.43%1.32%2.02%
199111.08%2.23%3.35%-3.52%
1990-3.86%1.11%-11.91%-2.94%
19896.38%2.33%5.46%-14.54%
198814.25%7.05%1.07%-6.13%
198714.31%4.05%3.88%-23.32%
19869.64%3.76%-3.21%-5.61%
19858.73%1.88%2.16%0.15%
19845.66%-2.40%5.55%-7.55%
198314.91%6.89%5.13%-6.47%
1982-6.23%-2.81%5.95%3.43%
19819.05%-2.65%-6.19%-4.53%
1980-11.33%13.01%7.50%-5.68%
197914.88%4.82%9.62%-4.16%
19783.36%10.21%8.13%-13.40%
19772.30%7.96%-2.15%-0.85%
197627.02%6.20%4.65%0.04%
197522.40%8.14%-5.65%-1.22%
197415.74%-8.24%-7.23%4.28%
1973-1.70%-11.11%10.76%-7.88%
19725.41%-6.44%-2.16%0.05%
197119.37%-4.32%2.58%1.12%
1970-4.76%-25.58%18.66%4.55%
1969-4.30%-12.49%-2.18%-13.22%
19680.48%15.79%7.48%-1.71%
196710.85%1.02%6.44%-5.14%
19662.20%-6.02%-7.86%4.77%
19653.24%-3.36%4.35%4.83%
19641.01%-1.29%2.84%-3.19%
19634.14%3.73%3.18%-1.75%
1962-0.97%-14.26%3.86%1.84%
196110.80%1.74%-3.69%1.36%
1960-5.37%2.83%-2.00%0.42%
19591.34%-0.18%-4.80%-0.25%
19586.38%6.93%7.12%1.15%
1957-1.74%-0.80%-8.82%-11.67%
19563.68%-2.11%-2.14%0.64%
19550.59%1.13%-0.73%-0.93%
19545.54%0.14%4.12%5.49%
1953-3.54%-6.33%-3.88%-2.09%
19520.63%-1.91%0.20%4.05%
19515.07%-1.13%9.21%1.15%
195017.82%-5.49%6.88%-1.58%
1949-0.25%N/AN/AN/A

Rank in category (by total return)

YTD93
1-month95
3-month100
1-year89
3-year58
5-year91

Load adjusted returns

1-year10.87%
3-year3.10%
5-year5.40%
10-year4.44%