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Franklin Mutual Financial Services Fund (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 (Apr 25, 2024)25.32%

Worst 1 Yr Total Return (Apr 25, 2024)N/A

Best 3-Yr Total Return25.32%

Worst 3-Yr Total Return-2.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.

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%