MUTHX - Franklin Mutual Shares Fund Class Z

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.45%
5-Year Average Return6.13%
Number of Years Up57
Number of Years Down13
Best 1 Yr Total Return (Feb 3, 2019)28.20%
Worst 1 Yr Total Return (Feb 3, 2019)-37.92%
Best 3-Yr Total Return28.20%
Worst 3-Yr Total Return-8.78%

Trailing Returns (%) Vs. Benchmarks

ReturnMUTHXCategory
YTD-12.59%-8.68%
1-Month-10.28%-7.46%
3-Month-10.06%-6.16%
1-Year-2.36%2.43%
3-Year0.58%5.30%
5-Year2.72%4.66%
10-Year7.54%8.78%
Last Bull Market20.12%21.29%
Last Bear Market-17.52%-19.49%

Annual Total Return (%) History

Year
MUTHXCategory
2019
23.13%24.78%
2018
-8.95%-9.27%
2017
8.49%18.41%
2016
15.88%8.45%
2015
-3.81%-1.74%
2014
7.60%5.50%
2013
28.10%26.84%
2012
15.14%15.29%
2011
-1.50%-4.13%
2010
11.75%14.83%
2009
28.20%30.03%
2008
-37.92%-38.64%
2007
3.30%7.48%
2006
18.37%14.66%
2005
10.39%7.75%
2004
13.89%12.45%
2003
26.62%30.32%
2002
-10.89%-19.14%
2001
6.32%-7.34%
2000
13.83%-0.06%
1999
15.00%25.27%
1998
0.45%14.49%
1997
26.38%19.54%
1996
20.76%17.62%
1995
29.11%28.60%
1994
4.55%2.31%
1993
20.99%17.41%
1992
21.33%10.94%
1991
20.99%29.00%
1990
-9.82%-7.49%
1989
14.93%14.93%
1988
30.69%30.69%
1987
16.41%16.41%
1986
16.29%16.29%
1985
28.65%28.65%
1984
13.84%13.84%
1983
35.50%35.50%
1982
15.45%15.45%
1981
11.83%11.83%
1980
15.03%15.03%
1979
40.48%40.48%
1978
14.76%14.76%
1977
17.83%17.83%
1976
52.73%52.73%
1975
26.81%26.81%
1974
9.25%9.25%
1973
-7.47%-7.47%
1972
-1.15%-1.15%
1971
22.28%22.28%
1970
-8.72%-8.72%
1969
-19.24%-19.24%
1968
39.88%39.88%
1967
32.21%32.21%
1966
2.01%2.01%
1965
20.93%20.93%
1964
10.45%10.45%
1963
20.61%20.61%
1962
-1.42%-1.42%
1961
22.56%22.56%
1960
6.22%6.22%
1959
6.07%6.07%
1958
34.51%34.51%
1957
-15.45%-15.45%
1956
11.04%11.04%
1955
11.49%11.49%
1954
28.00%28.00%
1953
-3.89%-3.89%
1952
16.45%16.45%
1951
27.91%27.91%
1950
28.25%28.25%
1949
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201910.14%3.29%1.27%6.87%
2018-2.86%2.05%4.79%-12.35%
20173.83%1.57%0.83%2.03%
20160.50%3.71%5.12%5.76%
20152.51%-0.13%-9.12%3.39%
20142.40%5.48%-1.89%1.53%
20139.92%2.35%5.58%7.84%
20129.32%-2.38%6.20%1.60%
20115.00%0.64%-15.86%10.79%
20105.21%-9.21%8.49%7.84%
2009-9.99%17.11%15.95%4.88%
2008-9.19%-5.74%-6.78%-22.20%
20073.18%6.13%-3.40%-2.34%
20066.39%-0.88%3.93%8.00%
20050.30%2.31%4.58%2.86%
20043.29%0.12%0.65%9.42%
2003-2.20%12.98%2.54%11.75%
20022.52%-5.87%-10.18%2.81%
20013.28%8.34%-10.93%6.68%
20002.35%-1.56%7.88%4.73%
19994.91%11.37%-8.92%8.07%
19988.55%-1.69%-16.96%13.34%
19974.20%9.15%9.61%1.38%
19967.58%0.60%3.42%7.89%
19957.83%6.19%11.10%1.50%
1994-3.10%2.49%6.95%-1.56%
19937.96%1.20%7.05%3.45%
19924.59%4.67%3.08%7.52%
199111.37%2.47%5.04%0.93%
1990-3.59%2.46%-11.66%3.34%
19896.61%5.11%5.80%-3.06%
198814.56%7.25%3.87%2.41%
198725.46%4.26%6.13%-16.14%
198619.55%5.61%-2.62%-5.42%
198520.35%4.01%2.43%0.33%
198416.32%-0.73%6.33%-7.28%
198320.13%14.19%5.39%-6.27%
19824.69%0.13%6.25%3.65%
198125.07%-0.66%-5.92%-4.33%
1980-1.97%15.13%7.79%-5.44%
197925.00%6.41%9.93%-3.93%
19789.33%10.57%9.35%-13.18%
197710.21%9.64%-1.87%-0.64%
197634.64%7.69%4.91%0.40%
197522.68%10.36%-5.41%-0.98%
197417.19%-7.13%-6.99%7.94%
19730.22%-9.96%11.02%-7.64%
197215.77%-13.21%-1.91%0.30%
197119.65%-2.90%2.83%2.36%
1970-4.52%-24.71%18.94%6.76%
1969-4.06%-9.84%-1.93%-4.81%
19680.73%19.09%7.45%8.53%
196711.12%4.14%6.70%7.08%
19663.93%-2.93%-7.57%9.40%
19655.71%-1.21%3.74%11.62%
19642.90%0.85%3.36%2.98%
19636.58%5.68%2.49%4.48%
19620.92%-12.37%5.37%5.79%
19619.51%6.99%1.63%2.93%
19601.71%0.43%0.73%3.23%
19594.29%1.15%0.07%0.48%
19586.63%9.21%9.36%5.61%
19570.75%0.76%-12.95%-4.32%
19561.55%3.66%4.80%0.66%
19552.09%3.75%0.41%4.83%
19547.19%2.95%4.23%11.28%
1953-0.09%-4.25%-1.66%2.17%
19526.25%0.38%2.53%6.50%
19519.69%1.11%N/AN/A
195019.15%-3.63%9.00%2.47%
19493.00%N/AN/AN/A

Rank In Category (By Total Return)

YTD92
1-Month95
3-Month92
1-Year87
3-Year95
5-Year83

Load Adjusted Returns

1-Year-2.36%
3-Year0.58%
5-Year2.72%
10-Year7.54%