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Franklin Mutual Series Funds - Franklin Mutual Financial Services Fund (TEFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.44-0.04 (-0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.59%
5-year average return7.74%
Number of years up19
Number of years down7
Best 1-yr total return (25 Apr 2024)25.67%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return25.67%
Worst 3-yr total return-2.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTEFAXCategory
YTD11.59%23.64%
1-month8.37%-3.05%
3-month11.59%5.29%
1-year33.95%61.45%
3-year8.65%10.74%
5-year8.90%14.55%
10-year7.64%11.64%
Last bull market57.16%28.35%
Last bear market-10.98%-25.24%

Annual total return (%) history

Year
TEFAXCategory
2024
N/AN/A
2023
12.30%N/A
2022
-4.76%N/A
2021
23.98%N/A
2020
-6.70%-1.15%
2019
19.32%28.39%
2018
-16.49%-14.21%
2017
13.61%16.72%
2016
11.94%19.09%
2015
8.34%-0.87%
2014
11.07%4.90%
2013
25.67%34.57%
2012
19.98%24.77%
2011
-9.26%-15.12%
2010
12.84%11.13%
2009
14.82%25.26%
2008
-40.08%-43.91%
2007
-8.71%-11.64%
2006
19.73%16.90%
2005
14.14%6.74%
2004
15.62%14.02%
2003
30.23%33.56%
2002
-0.27%-10.28%
2001
12.31%-2.05%
2000
32.29%27.74%
1999
4.70%-1.79%
1998
7.08%6.05%
1997
N/A47.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.59%N/AN/AN/A
2023-6.45%3.70%-0.35%16.17%
2022-2.16%-10.98%-4.95%15.04%
202115.37%1.99%4.07%1.25%
2020-37.14%14.94%1.28%27.49%
20197.55%3.15%0.23%7.30%
2018-2.53%-2.08%1.17%-13.52%
20171.25%4.24%3.95%3.56%
2016-6.52%-1.04%6.10%14.05%
20152.93%4.54%-5.13%6.13%
20140.83%3.46%2.18%4.20%
20138.31%2.24%5.32%7.75%
20129.90%-2.29%6.80%4.63%
20114.30%-0.59%-17.35%5.87%
20105.39%-7.95%6.74%8.97%
2009-6.57%11.10%18.06%-6.30%
2008-13.06%-10.53%-7.79%-16.46%
20073.54%2.03%-8.30%-5.76%
200610.65%-4.83%5.84%7.42%
2005-1.47%4.30%3.37%7.44%
20045.04%-1.94%2.86%9.13%
2003-2.32%13.31%4.60%12.48%
20028.47%-0.14%-10.90%3.33%
20012.27%11.53%-7.44%6.39%
2000-1.76%2.87%22.27%7.07%
19990.08%12.59%-6.87%-0.24%
199817.35%-0.76%-17.75%11.80%
199710.05%N/AN/AN/A

Rank in category (by total return)

YTD16
1-month1
3-month16
1-year31
3-year40
5-year60

Load adjusted returns

1-year33.95%
3-year8.65%
5-year8.90%
10-year7.64%