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Franklin Mutual Financial Services A (TFSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.54-0.04 (-0.15%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.51%
5-year average return7.48%
Number of years up19
Number of years down7
Best 1-yr total return (25 Apr 2024)25.32%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return25.32%
Worst 3-yr total return-2.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTFSIXCategory
YTD11.51%23.64%
1-month8.35%-3.05%
3-month11.51%5.29%
1-year33.62%61.45%
3-year8.38%10.74%
5-year8.63%14.55%
10-year7.36%11.64%
Last bull market56.93%28.35%
Last bear market-11.07%-25.24%

Annual total return (%) history

Year
TFSIXCategory
2024
N/AN/A
2023
12.03%N/A
2022
-4.99%N/A
2021
23.70%N/A
2020
-6.95%-1.15%
2019
19.06%28.39%
2018
-16.72%-14.21%
2017
13.35%16.72%
2016
11.61%19.09%
2015
8.05%-0.87%
2014
10.71%4.90%
2013
25.32%34.57%
2012
19.55%24.77%
2011
-9.49%-15.12%
2010
12.45%11.13%
2009
14.53%25.26%
2008
-40.23%-43.91%
2007
-8.99%-11.64%
2006
19.35%16.90%
2005
13.82%6.74%
2004
15.17%14.02%
2003
29.79%33.56%
2002
-0.57%-10.28%
2001
11.85%-2.05%
2000
31.90%27.74%
1999
4.35%-1.79%
1998
6.81%6.05%
1997
N/A47.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.51%N/AN/AN/A
2023-6.51%3.64%-0.43%16.13%
2022-2.19%-11.07%-4.99%14.95%
202115.32%1.95%4.02%1.15%
2020-37.20%14.98%1.15%27.40%
20197.53%3.05%0.19%7.24%
2018-2.56%-2.16%1.08%-13.58%
20171.20%4.18%3.90%3.47%
2016-6.60%-1.09%6.03%13.94%
20152.93%4.37%-5.18%6.08%
20140.77%3.39%2.06%4.11%
20138.28%2.10%5.25%7.70%
20129.77%-2.36%6.70%4.54%
20114.21%-0.66%-17.39%5.84%
20105.21%-7.94%6.55%8.96%
2009-6.65%10.98%17.96%-6.27%
2008-13.10%-10.58%-7.89%-16.49%
20073.45%2.00%-8.39%-5.85%
200610.60%-4.93%5.75%7.34%
2005-1.51%4.22%3.27%7.38%
20044.93%-2.06%2.81%9.01%
2003-2.45%13.28%4.49%12.41%
20028.40%-0.22%-10.95%3.24%
20012.14%11.38%-7.50%6.29%
2000-1.84%2.78%22.09%7.07%
19990.00%12.49%-6.93%-0.32%
199817.43%-0.90%-17.80%11.66%
19979.97%N/AN/AN/A

Rank in category (by total return)

YTD19
1-month2
3-month19
1-year32
3-year42
5-year61

Load adjusted returns

1-year26.27%
3-year6.36%
5-year7.41%
10-year6.75%