Franklin Mutual U.S. Value Fund W(acc)USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | -1.74 | -4.35 | 17.97 | -8.60 | 21.91 | 2.28 | 6.59 | 4.29 |
+/- Category | -7.44 | -0.70 | -1.08 | -9.21 | -4.22 | -1.74 | 1.00 | -3.17 |
+/- Category Index | -7.93 | -1.80 | -4.31 | -7.77 | -4.90 | -1.77 | -0.51 | -5.49 |
% Rank in Category | 97 | 61 | 64 | 94 | 86 | 71 | 41 | 91 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.80 | 0.21 | 0.33 |
1 Week | 2.60 | 1.27 | 1.54 |
1 Month | 1.79 | 0.65 | 0.31 |
3 Months | 0.26 | 0.11 | -2.72 |
6 Months | 4.84 | -3.05 | -5.33 |
YTD | 4.75 | -2.49 | -5.35 |
1 Year | 13.56 | -2.22 | -6.87 |
3 Years Annualised | 6.14 | -2.58 | -4.65 |
5 Years Annualised | 4.99 | -3.85 | -5.10 |
10 Years Annualised* | 7.98 | -2.99 | -4.60 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.49 | -4.75 | - | - |
2023 | -2.87 | 2.21 | 1.39 | 5.90 |
2022 | 1.87 | -6.02 | 1.80 | 4.94 |
2021 | 11.83 | 5.29 | 0.13 | 3.40 |
2020 | -27.17 | 13.10 | -0.73 | 11.78 |
2019 | 6.90 | 6.38 | 4.23 | -0.47 |
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