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Franklin Mutual Financial Services Fund (FMFVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.65-0.04 (-0.15%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.61%
5-Year Average Return7.87%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Apr 25, 2024)24.09%
Worst 1 Yr Total Return (Apr 25, 2024)N/A
Best 3-Yr Total Return24.09%
Worst 3-Yr Total Return-2.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFMFVXCategory
YTD11.58%23.64%
1-Month8.39%-3.05%
3-Month11.58%5.29%
1-Year34.12%61.45%
3-Year8.76%10.74%
5-Year9.02%14.55%
10-Year7.77%11.64%
Last Bull Market57.45%28.35%
Last Bear Market-10.98%-25.24%

Annual Total Return (%) History

Year
FMFVXCategory
2024
N/AN/A
2023
12.45%N/A
2022
-4.66%N/A
2021
24.09%N/A
2020
-6.57%-1.15%
2019
19.51%28.39%
2018
-16.41%-14.21%
2017
13.76%16.72%
2016
12.09%19.09%
2015
8.55%-0.87%
2014
11.23%4.90%
2013
N/A34.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.58%N/AN/AN/A
2023-6.45%3.76%-0.35%16.25%
2022-2.10%-10.98%-4.87%15.00%
202115.41%2.02%4.12%1.23%
2020-37.16%15.06%1.27%27.59%
20197.61%3.18%0.28%7.34%
2018-2.51%-2.03%1.16%-13.49%
20171.28%4.25%4.01%3.59%
2016-6.53%-0.97%6.11%14.12%
20153.03%4.56%-5.10%6.17%
20140.89%3.52%2.24%4.17%
20135.32%7.82%N/AN/A

Rank In Category (By Total Return)

YTD17
1-Month1
3-Month17
1-Year28
3-Year37
5-Year58

Load Adjusted Returns

1-Year34.12%
3-Year8.76%
5-Year9.02%
10-Year7.77%