Nasdaq - Delayed Quote USD

Franklin Mutual Beacon Z (BEGRX)

16.35 +0.16 (+0.99%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.87%
5y Average Return 7.29%
Number of Years Up 46
Number of Years Down 15
Best 1Y Total Return (Apr 23, 2024) 29.81%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 29.81%
Worst 3Y Total Return 2.37%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BEGRX
Category
YTD
7.50%
14.38%
1-Month
4.42%
-1.21%
3-Month
7.50%
5.03%
1-Year
20.14%
39.50%
3-Year
5.75%
9.11%
5-Year
8.40%
10.10%
10-Year
7.43%
7.90%
Last Bull Market
46.92%
15.53%
Last Bear Market
-9.35%
-17.52%

Annual Total Return (%) History

Year
BEGRX
Category
2024
--
--
2023
15.48%
--
2022
-11.67%
--
2021
16.68%
--
2020
4.08%
2.50%
2019
24.96%
20.73%
2018
-8.24%
-10.41%
2017
14.39%
18.90%

2016
16.11%
9.24%
2015
-4.14%
-3.06%
2014
6.82%
3.61%
2013
29.11%
25.36%
2012
16.44%
14.28%
2011
-2.15%
-3.44%
2010
11.10%
11.90%
2009
29.81%
29.76%
2008
-40.37%
-36.88%
2007
3.03%
7.10%
2006
20.98%
19.86%
2005
9.25%
9.79%
2004
14.52%
16.15%
2003
29.44%
35.24%
2002
-11.05%
-14.35%
2001
6.11%
-6.11%
2000
14.33%
2.36%
1999
16.79%
28.41%
1998
2.37%
9.10%
1997
23.03%
20.15%
1996
21.15%
18.76%
1995
25.93%
22.77%
1994
5.61%
-0.80%
1993
22.94%
27.51%
1992
22.82%
10.36%
1991
17.71%
28.33%
1990
-8.21%
-9.79%
1989
17.41%
21.01%
1988
28.97%
24.19%
1987
12.79%
5.74%
1986
15.34%
17.11%
1985
23.38%
27.15%
1984
-0.05%
2.29%
1983
13.63%
26.82%
1982
16.41%
15.53%
1981
-7.51%
-0.49%
1980
31.57%
26.10%
1979
16.93%
23.94%
1978
0.10%
9.69%
1977
-3.14%
8.62%
1976
11.65%
29.11%
1975
23.21%
30.71%
1974
-17.97%
-14.92%
1973
-32.61%
-21.76%
1972
4.55%
36.71%
1971
15.37%
18.66%
1970
-11.68%
-8.96%
1969
-2.49%
8.44%
1968
7.86%
22.94%
1967
20.82%
17.18%
1966
-9.34%
-7.09%
1965
11.33%
16.75%
1964
15.25%
22.27%
1963
19.94%
12.39%
1962
--
-13.89%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.50% -- -- --
2023 3.34% 4.11% -1.55% 9.03%
2022 -4.68% -9.35% -12.31% 16.56%
2021 8.19% 7.24% -3.45% 4.17%
2020 -26.83% 13.83% 1.90% 22.62%
2019 11.19% 2.55% 1.21% 8.28%
2018 -2.53% 0.68% 4.42% -10.45%
2017 6.54% 2.09% 2.15% 2.97%
2016 1.12% 3.32% 6.27% 4.58%
2015 4.10% -0.93% -10.02% 3.30%

2014 1.42% 5.66% -2.45% 2.19%
2013 9.13% 3.77% 5.55% 8.01%
2012 10.53% -3.02% 5.85% 2.63%
2011 4.87% 0.93% -15.86% 9.86%
2010 5.31% -10.25% 8.94% 7.89%
2009 -8.16% 16.33% 15.90% 4.84%
2008 -9.09% -6.22% -7.54% -24.35%
2007 4.13% 5.26% -3.14% -2.95%
2006 7.35% -0.57% 4.59% 8.37%
2005 0.38% 2.53% 4.43% 1.65%
2004 3.68% -0.50% 1.29% 9.60%
2003 -3.01% 14.17% 3.86% 12.54%
2002 2.99% -5.73% -10.77% 2.69%
2001 2.84% 8.46% -10.20% 5.94%
2000 4.26% -1.10% 7.04% 3.59%
1999 5.26% 11.89% -8.06% 7.85%
1998 9.28% 0.91% -17.54% 12.58%
1997 4.24% 7.76% 9.59% -0.06%
1996 8.01% 2.13% 2.18% 7.48%
1995 6.29% 6.64% 8.89% 2.03%
1994 0.87% 2.01% 5.16% -2.39%
1993 9.19% 2.03% 6.25% 3.86%
1992 5.52% 4.87% 3.72% 7.02%
1991 10.97% 1.69% 3.50% 0.78%
1990 -1.87% 2.83% -9.85% 0.90%
1989 7.87% 5.47% 5.08% -1.79%
1988 14.33% 7.53% 2.43% 2.42%
1987 19.16% 5.54% 6.91% -16.12%
1986 7.65% 6.30% -4.26% 5.27%
1985 7.82% 0.39% 2.73% 10.95%
1984 -5.60% -1.51% 6.82% 0.64%
1983 8.37% 9.64% -1.39% -3.02%
1982 -8.64% 0.86% 11.01% 13.80%
1981 -1.64% -5.99% -10.82% 12.17%
1980 -3.24% 9.77% 9.66% 12.97%
1979 4.29% 5.28% 4.29% 2.11%
1978 -4.55% 3.06% 4.62% -2.74%
1977 -5.50% 2.29% 1.84% -1.60%
1976 7.33% -0.81% 2.63% 2.19%
1975 15.81% 8.46% -8.77% 7.53%
1974 0.63% -10.42% -19.07% 12.44%
1973 -16.86% -11.75% 9.64% -16.23%
1972 9.54% -6.24% -0.60% 2.41%
1971 10.05% 2.87% -3.53% 5.64%
1970 -8.15% -22.63% 18.16% 5.18%
1969 -8.89% 2.02% 0.00% 4.90%
1968 -8.99% 15.42% -2.21% 4.99%
1967 10.74% 5.31% 2.33% 1.25%
1966 -2.73% -0.85% -12.04% 6.87%
1965 4.25% -3.80% 6.20% 4.54%
1964 5.50% 3.21% 3.33% 2.43%
1963 5.95% 5.98% 5.06% 1.67%
1962 -1.00% 6.97% -- --

Rank in Category (By Total Return)

YTD 36
1-Month 46
3-Month 36
1-Year 39
3-Year 75
5-Year 58

Load Adjusted Returns

1-Year 20.14%
3-Year 5.75%
5-Year 8.40%
10-Year 7.43%

Performance & Risk

YTD Return 4.87%
5y Average Return 7.29%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Value
Fund Family Franklin Templeton Investments
Net Assets 3.33B
YTD Return 7.50%
Yield 1.84%
Morningstar Rating
Inception Date Jun 29, 1962

Fund Summary

The fund invests primarily in equity securities (including securities convertible into, or that the investment manager expects to be exchanged for, common or preferred stock) of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (fundamental value). The equity securities in which the fund invests are primarily common stock. The fund may invest substantially and potentially up to 100% of its assets in foreign securities and participations in foreign government debt.

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