Franklin Mutual U.S. Value Fund I(acc)USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | -1.68 | -4.33 | 18.12 | -8.55 | 21.90 | 2.39 | 6.56 | 6.96 |
+/- Category | -7.38 | -0.69 | -0.93 | -9.16 | -4.22 | -1.62 | 0.97 | -1.70 |
+/- Category Index | -7.87 | -1.79 | -4.16 | -7.72 | -4.90 | -1.66 | -0.53 | -4.96 |
% Rank in Category | 97 | 61 | 62 | 94 | 86 | 70 | 41 | 74 |
Trailing Returns (GBP) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.21 | -0.56 | -0.14 |
1 Week | 2.22 | 0.03 | 0.21 |
1 Month | 3.72 | -1.10 | -1.27 |
3 Months | 4.61 | -0.60 | -0.82 |
6 Months | 7.95 | 0.09 | -2.22 |
YTD | 11.91 | -2.30 | -5.15 |
1 Year | 16.87 | -1.93 | -4.55 |
3 Years Annualised | 7.50 | -2.39 | -4.46 |
5 Years Annualised | 7.26 | -3.79 | -4.59 |
10 Years Annualised | 8.88 | -2.64 | -4.27 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.52 | -4.68 | 2.46 | - |
2023 | -2.89 | 2.22 | 1.44 | 5.83 |
2022 | 1.92 | -6.05 | 1.80 | 5.04 |
2021 | 11.80 | 5.34 | 0.15 | 3.35 |
2020 | -27.20 | 13.17 | -0.70 | 11.79 |
2019 | 6.98 | 6.36 | 4.28 | -0.44 |
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