Franklin Mutual U.S. Mid Cap Value Fund (FCBSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
At close: 08:01PM EDT
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return-0.46%
5-Year Average Return5.61%
Number of Years Up13
Number of Years Down9
Best 1 Yr Total Return (Jun 30, 2024)35.58%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return35.58%
Worst 3-Yr Total Return1.30%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnFCBSXCategory
YTD4.31%21.28%
1-Month3.38%-1.96%
3-Month3.22%4.90%
1-Year18.58%55.83%
3-Year2.19%11.08%
5-Year8.32%11.93%
10-Year5.13%10.64%
Last Bull Market23.27%25.54%
Last Bear Market-14.17%-22.08%
Annual Total Return (%) History
YearFCBSXCategory
2024N/AN/A
20238.23%N/A
2022-7.44%N/A
202126.70%N/A
2020-3.18%2.63%
201923.57%25.18%
2018-13.10%-12.86%
201711.58%13.22%
201619.57%18.06%
2015-10.12%-5.41%
2014-0.01%9.31%
201335.58%35.14%
201214.81%16.60%
2011-7.05%-3.96%
201020.93%21.92%
200921.67%35.41%
2008-36.55%-36.77%
2007-4.08%0.83%
200615.47%15.87%
200510.06%8.82%
200424.33%17.85%
200328.60%33.85%
2002-6.63%-13.25%
2001N/A6.67%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20246.82%N/AN/AN/A
2023-0.99%3.07%-4.08%10.57%
2022-0.15%-14.17%-5.81%14.66%
202115.15%5.54%-1.72%6.08%
2020-34.30%15.76%4.77%21.50%
201911.17%2.80%0.99%7.07%
2018-3.56%3.53%4.23%-16.50%
20171.65%0.05%3.87%5.62%
20160.87%0.40%5.78%11.61%
2015-3.89%0.05%-11.12%5.17%
2014-0.48%3.79%-3.63%0.45%
201312.74%2.16%5.85%11.21%
20128.93%-5.61%5.77%5.58%
20115.68%-2.49%-20.44%13.37%
20109.39%-12.84%10.59%14.69%
2009-17.66%18.73%19.44%4.20%
2008-6.57%-2.07%-10.07%-22.89%
20074.94%3.81%-5.42%-6.90%
20069.34%-0.93%-0.50%7.13%
2005-0.16%2.74%4.39%2.78%
20045.13%3.24%1.68%12.66%
2003-5.06%13.40%5.86%12.84%
20026.17%-1.32%-13.61%3.16%
200112.38%-10.48%14.07%N/A
Rank In Category (By Total Return)
YTD71
1-Month49
3-Month59
1-Year78
3-Year85
5-Year90
Load Adjusted Returns
1-Year17.58%
3-Year2.19%
5-Year8.32%
10-Year5.13%
© 2024 Yahoo. All rights reserved.