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Franklin Mutual U.S. Mid Cap Value A (FRBSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.28+0.02 (+0.06%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.24%
5-Year Average Return7.18%
Number of Years Up23
Number of Years Down10
Best 1 Yr Total Return (Jul 14, 2024)36.61%
Worst 1 Yr Total Return (Jul 14, 2024)N/A
Best 3-Yr Total Return36.61%
Worst 3-Yr Total Return2.06%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFRBSXCategory
YTD1.24%21.28%
1-Month-3.23%-1.96%
3-Month-5.42%4.90%
1-Year7.75%55.83%
3-Year2.52%11.08%
5-Year6.83%11.93%
10-Year5.23%10.64%
Last Bull Market23.68%25.54%
Last Bear Market-13.99%-22.08%

Annual Total Return (%) History

Year
FRBSXCategory
2024
N/AN/A
2023
9.03%N/A
2022
-6.75%N/A
2021
27.68%N/A
2020
-2.46%2.63%
2019
24.48%25.18%
2018
-12.45%-12.86%
2017
12.44%13.22%
2016
20.45%18.06%
2015
-9.42%-5.41%
2014
0.73%9.31%
2013
36.61%35.14%
2012
15.65%16.60%
2011
-6.36%-3.96%
2010
21.85%21.92%
2009
22.59%35.41%
2008
-36.01%-36.77%
2007
-3.36%0.83%
2006
16.35%15.87%
2005
10.90%8.82%
2004
25.30%17.85%
2003
29.58%33.85%
2002
-5.96%-13.25%
2001
17.70%6.67%
2000
20.47%18.45%
1999
-1.53%8.50%
1998
-0.61%1.94%
1997
25.97%25.58%
1996
17.50%21.11%
1995
30.05%28.05%
1994
1.50%-1.02%
1993
25.57%15.40%
1992
22.03%14.26%
1991
35.09%27.57%
1990
N/A-7.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.03%-5.42%N/AN/A
2023-0.81%3.29%-3.92%10.77%
20220.00%-13.99%-5.63%14.88%
202115.34%5.74%-1.51%6.29%
2020-34.17%15.98%4.92%21.76%
201911.35%3.01%1.18%7.26%
2018-3.41%3.75%4.42%-16.33%
20171.83%0.26%4.05%5.85%
20161.05%0.56%5.98%11.84%
2015-3.69%0.24%-10.96%5.38%
2014-0.29%3.98%-3.46%0.63%
201312.99%2.33%6.04%11.42%
20129.13%-5.42%5.96%5.74%
20115.86%-2.32%-20.27%13.57%
20109.58%-12.65%10.79%14.91%
2009-17.50%18.95%19.66%4.40%
2008-6.42%-1.88%-9.88%-22.67%
20075.13%4.01%-5.25%-6.71%
20069.54%-0.74%-0.31%7.34%
20050.03%2.93%4.58%2.98%
20045.36%3.43%1.87%12.87%
2003-4.88%13.61%6.06%13.06%
20026.35%-1.15%-13.45%3.35%
20011.96%12.61%-10.35%14.34%
20000.83%2.81%8.81%6.81%
1999-9.85%17.59%-8.85%1.90%
19989.77%-0.74%-13.56%5.53%
19973.40%11.52%11.47%-1.99%
19963.71%3.62%1.72%7.49%
19959.86%7.89%6.28%3.24%
1994-1.70%2.66%5.14%-4.34%
19936.33%3.82%11.47%2.04%
19926.90%-0.53%2.20%12.29%
199120.72%4.15%1.71%5.63%
1990-19.44%4.86%N/AN/A

Rank In Category (By Total Return)

YTD79
1-Month91
3-Month85
1-Year80
3-Year84
5-Year85

Load Adjusted Returns

1-Year1.82%
3-Year0.60%
5-Year5.62%
10-Year4.64%