Franklin Mutual U.S. Value R (FBSRX)

32.85 -0.01 (-0.03%) USD  |  May 20 2022

FBSRX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 20, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Franklin Mutual U.S. Value R
15.39%
36.26%
0.49%
-9.65%
20.16%
12.15%
-12.67%
24.20%
-2.69%
27.36%
-8.67%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.67%
Invesco Value Opportunities R5
18.39%
33.15%
7.02%
-10.03%
18.42%
17.59%
-19.45%
30.45%
6.07%
35.92%
-4.12%
American Beacon Mid-Cap Value R6
16.00%
39.99%
8.44%
-3.89%
17.65%
17.73%
-19.74%
26.60%
2.80%
28.59%
-8.79%
Delaware Mid Cap Value R
12.85%
28.52%
6.43%
-0.48%
18.11%
16.58%
-15.83%
28.68%
-0.65%
30.62%
-10.38%
Delaware Opportunity R6
18.68%
44.18%
6.16%
-0.77%
8.36%
19.15%
-15.42%
30.05%
0.51%
31.61%
-10.19%
As of May 20, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Franklin Mutual U.S. Value R
-10.02%
-8.29%
-8.58%
-5.03%
8.18%
6.63%
9.02%
4.06%
6.76%
9.43%
S&P 500 Total Return
-12.38%
-9.95%
-16.34%
-4.86%
13.04%
12.37%
13.88%
8.67%
8.71%
9.95%
Invesco Value Opportunities R5
-8.27%
-7.55%
-2.29%
1.09%
15.55%
11.25%
11.44%
5.65%
7.15%
6.71%
American Beacon Mid-Cap Value R6
-9.27%
-8.10%
-7.51%
-5.49%
10.23%
6.68%
10.95%
6.92%
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8.52%
Delaware Mid Cap Value R
-10.17%
-7.20%
-8.06%
-1.95%
9.02%
7.37%
10.02%
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7.28%
Delaware Opportunity R6
-10.14%
-7.12%
-7.77%
-1.30%
9.91%
8.15%
11.40%
7.39%
8.22%
8.82%
As of May 20, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022