Franklin Mutual U.S. Mid Cap Value R (FBSRX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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As of 08:05AM EDT. Market open.
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return1.08%
5-Year Average Return6.95%
Number of Years Up14
Number of Years Down7
Best 1 Yr Total Return (Jun 25, 2024)36.26%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return36.26%
Worst 3-Yr Total Return1.82%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnFBSRXCategory
YTD4.50%21.28%
1-Month3.41%-1.96%
3-Month3.35%4.90%
1-Year19.14%55.83%
3-Year2.70%11.08%
5-Year8.86%11.93%
10-Year5.66%10.64%
Last Bull Market23.55%25.54%
Last Bear Market-14.05%-22.08%
Annual Total Return (%) History
YearFBSRXCategory
2024N/AN/A
20238.79%N/A
2022-7.00%N/A
202127.36%N/A
2020-2.69%2.63%
201924.20%25.18%
2018-12.67%-12.86%
201712.15%13.22%
201620.16%18.06%
2015-9.65%-5.41%
20140.49%9.31%
201336.26%35.14%
201215.39%16.60%
2011-6.60%-3.96%
201021.53%21.92%
200922.29%35.41%
2008-35.96%-36.77%
2007-3.61%0.83%
200616.04%15.87%
200510.60%8.82%
200424.97%17.85%
200329.32%33.85%
2002N/A-13.25%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20246.95%N/AN/AN/A
2023-0.87%3.23%-3.99%10.72%
2022-0.06%-14.05%-5.70%14.80%
202115.26%5.66%-1.58%6.26%
2020-34.22%15.90%4.87%21.71%
201911.29%2.94%1.12%7.21%
2018-3.45%3.68%4.34%-16.38%
20171.77%0.18%3.99%5.78%
20160.99%0.50%5.94%11.75%
2015-3.76%0.17%-11.02%5.32%
2014-0.35%3.92%-3.51%0.57%
201312.91%2.27%5.98%11.34%
20129.08%-5.47%5.89%5.69%
20115.83%-2.38%-20.34%13.50%
20109.51%-12.71%10.71%14.83%
2009-17.54%18.86%19.61%4.32%
2008-6.46%-1.97%-9.94%-22.46%
20075.06%3.95%-5.31%-6.78%
20069.47%-0.82%-0.36%7.26%
2005-0.03%2.86%4.52%2.91%
20045.27%3.36%1.82%12.80%
2003-4.89%13.55%5.98%12.99%
2002-1.25%-13.51%3.28%N/A
Rank In Category (By Total Return)
YTD68
1-Month49
3-Month57
1-Year75
3-Year82
5-Year82
Load Adjusted Returns
1-Year19.14%
3-Year2.70%
5-Year8.86%
10-Year5.66%
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