Franklin Mutual U.S. Value Fund Z(acc)USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | -2.03 | -4.65 | 17.67 | -8.93 | 21.49 | 2.04 | 6.20 | 7.92 |
+/- Category | -7.72 | -1.00 | -1.38 | -9.54 | -4.63 | -1.98 | 0.60 | -1.48 |
+/- Category Index | -8.21 | -2.10 | -4.61 | -8.10 | -5.31 | -2.01 | -0.90 | -4.73 |
% Rank in Category | 99 | 64 | 66 | 96 | 90 | 73 | 43 | 72 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.66 | 0.21 | 0.43 |
1 Week | 1.20 | 0.10 | 0.38 |
1 Month | 0.36 | 0.57 | 0.68 |
3 Months | 4.29 | 2.26 | 1.61 |
6 Months | 2.85 | -0.25 | -2.41 |
YTD | 7.21 | -1.03 | -4.20 |
1 Year | 12.02 | 0.47 | -2.79 |
3 Years Annualised | 6.36 | -1.95 | -4.34 |
5 Years Annualised | 4.78 | -3.89 | -5.21 |
10 Years Annualised | 7.36 | -2.80 | -4.61 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.41 | -4.77 | - | - |
2023 | -2.97 | 2.09 | 1.37 | 5.76 |
2022 | 1.85 | -6.12 | 1.68 | 4.95 |
2021 | 11.73 | 5.21 | 0.10 | 3.24 |
2020 | -27.27 | 13.08 | -0.84 | 11.68 |
2019 | 6.88 | 6.25 | 4.13 | -0.49 |
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