Franklin Mutual U.S. Value Fund A(Ydis)USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | -2.52 | -5.13 | 17.10 | -9.36 | 20.89 | 1.50 | 5.67 | 4.48 |
+/- Category | -8.21 | -1.49 | -1.96 | -9.97 | -5.23 | -2.51 | 0.07 | -1.46 |
+/- Category Index | -8.70 | -2.59 | -5.19 | -8.54 | -5.92 | -2.55 | -1.43 | -3.86 |
% Rank in Category | 100 | 68 | 70 | 96 | 92 | 73 | 49 | - |
Trailing Returns (GBP) | 31/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.92 | 1.27 | 0.52 |
1 Week | 1.03 | 1.65 | 0.88 |
1 Month | 0.40 | 1.15 | -1.13 |
3 Months | 0.79 | -1.67 | -2.08 |
6 Months | 9.66 | -2.15 | -3.65 |
YTD | 4.48 | -1.96 | -3.86 |
1 Year | 16.39 | -0.82 | -3.37 |
3 Years Annualised | 5.25 | -3.61 | -5.85 |
5 Years Annualised | 5.82 | -4.79 | -6.00 |
10 Years Annualised | 7.17 | -3.70 | -5.28 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.28 | - | - | - |
2023 | -3.08 | 1.98 | 1.23 | 5.61 |
2022 | 1.69 | -6.24 | 1.59 | 4.79 |
2021 | 11.61 | 5.08 | -0.04 | 3.12 |
2020 | -27.37 | 12.93 | -0.92 | 11.54 |
2019 | 6.76 | 6.11 | 4.01 | -0.63 |
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