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Franklin Mutual Beacon Z (BEGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.60+0.22 (+1.34%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.48%
5-year average return8.79%
Number of years up46
Number of years down15
Best 1-yr total return (30 May 2024)29.81%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return29.81%
Worst 3-yr total return2.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBEGRXCategory
YTD3.85%14.38%
1-month-3.40%-1.21%
3-month3.38%5.03%
1-year11.91%39.50%
3-year3.15%9.11%
5-year6.91%10.10%
10-year6.92%7.90%
Last bull market20.96%15.53%
Last bear market-9.35%-17.52%

Annual total return (%) history

Year
BEGRXCategory
2024
N/AN/A
2023
15.48%N/A
2022
-11.67%N/A
2021
16.68%N/A
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
N/A-13.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.50%N/AN/AN/A
20233.34%4.11%-1.55%9.03%
2022-4.68%-9.35%-12.31%16.56%
20218.19%7.24%-3.45%4.17%
2020-26.83%13.83%1.90%22.62%
201911.19%2.55%1.21%8.28%
2018-2.53%0.68%4.42%-10.45%
20176.54%2.09%2.15%2.97%
20161.12%3.32%6.27%4.58%
20154.10%-0.93%-10.02%3.30%
20141.42%5.66%-2.45%2.19%
20139.13%3.77%5.55%8.01%
201210.53%-3.02%5.85%2.63%
20114.87%0.93%-15.86%9.86%
20105.31%-10.25%8.94%7.89%
2009-8.16%16.33%15.90%4.84%
2008-9.09%-6.22%-7.54%-24.35%
20074.13%5.26%-3.14%-2.95%
20067.35%-0.57%4.59%8.37%
20050.38%2.53%4.43%1.65%
20043.68%-0.50%1.29%9.60%
2003-3.01%14.17%3.86%12.54%
20022.99%-5.73%-10.77%2.69%
20012.84%8.46%-10.20%5.94%
20004.26%-1.10%7.04%3.59%
19995.26%11.89%-8.06%7.85%
19989.28%0.91%-17.54%12.58%
19974.24%7.76%9.59%-0.06%
19968.01%2.13%2.18%7.48%
19956.29%6.64%8.89%2.03%
19940.87%2.01%5.16%-2.39%
19939.19%2.03%6.25%3.86%
19925.52%4.87%3.72%7.02%
199110.97%1.69%3.50%0.78%
1990-1.87%2.83%-9.85%0.90%
19897.87%5.47%5.08%-1.79%
198814.33%7.53%2.43%2.42%
198719.16%5.54%6.91%-16.12%
19867.65%6.30%-4.26%5.27%
19857.82%0.39%2.73%10.95%
1984-5.60%-1.51%6.82%0.64%
19838.37%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%
19794.29%5.28%4.29%2.11%
1978-4.55%3.06%4.62%-2.74%
1977-5.50%2.29%1.84%-1.60%
19767.33%-0.81%2.63%2.19%
197515.81%8.46%-8.77%7.53%
19740.63%-10.42%-19.07%12.44%
1973-16.86%-11.75%9.64%-16.23%
19729.54%-6.24%-0.60%2.41%
197110.05%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%
196710.74%5.31%2.33%1.25%
1966-2.73%-0.85%-12.04%6.87%
19654.25%-3.80%6.20%4.54%
19645.50%3.21%3.33%2.43%
19635.95%5.98%5.06%1.67%
1962-1.00%6.97%N/AN/A

Rank in category (by total return)

YTD36
1-month63
3-month53
1-year47
3-year75
5-year55

Load adjusted returns

1-year11.91%
3-year3.15%
5-year6.91%
10-year6.92%