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Franklin Mutual Shares R (TESRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.06+0.03 (+0.12%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.03%
5-year average return6.07%
Number of years up15
Number of years down6
Best 1-yr total return (6 May 2024)27.51%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return27.51%
Worst 3-yr total return1.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTESRXCategory
YTD3.12%13.38%
1-month-4.76%1.16%
3-month2.52%6.75%
1-year13.85%40.77%
3-year3.81%13.59%
5-year5.51%13.52%
10-year5.28%10.48%
Last bull market22.50%21.11%
Last bear market-12.11%-19.34%

Annual total return (%) history

Year
TESRXCategory
2024
N/AN/A
2023
13.36%N/A
2022
-7.60%N/A
2021
18.75%N/A
2020
-4.80%15.41%
2019
22.55%24.78%
2018
-9.41%-9.27%
2017
7.96%18.41%
2016
15.31%8.45%
2015
-4.32%-1.74%
2014
7.10%5.50%
2013
27.48%26.84%
2012
14.52%15.29%
2011
-1.94%-4.13%
2010
11.18%14.83%
2009
27.51%30.03%
2008
-38.19%-38.64%
2007
2.77%7.48%
2006
17.73%14.66%
2005
9.88%7.75%
2004
13.32%12.45%
2003
26.02%30.32%
2002
N/A-19.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.27%N/AN/AN/A
20230.31%4.88%-1.82%9.74%
2022-0.86%-12.11%-6.76%13.74%
202110.62%5.43%-2.03%3.92%
2020-29.11%11.47%2.56%17.46%
201910.04%3.15%1.11%6.78%
2018-2.98%1.94%4.66%-12.48%
20173.70%1.46%0.71%1.89%
20160.39%3.57%4.98%5.64%
20152.33%-0.23%-9.23%3.24%
20142.29%5.35%-2.01%1.44%
20139.82%2.22%5.43%7.71%
20129.19%-2.51%6.05%1.44%
20114.92%0.51%-16.02%10.72%
20105.07%-9.29%8.34%7.68%
2009-10.10%16.89%15.87%4.72%
2008-9.28%-5.86%-6.88%-22.28%
20073.06%5.99%-3.52%-2.48%
20066.24%-1.05%3.86%7.83%
20050.18%2.21%4.46%2.74%
20043.17%-0.01%0.56%9.24%
2003-2.27%12.85%2.35%11.65%
2002-6.00%-10.23%2.57%N/A

Rank in category (by total return)

YTD53
1-month91
3-month79
1-year59
3-year14
5-year90

Load adjusted returns

1-year13.85%
3-year3.81%
5-year5.51%
10-year5.28%