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MQIFX: FRANKLIN MUTUAL QUEST FUND CLASS Z (MUTUAL FUND)
Basic Info 16.86 0.22(1.29%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 12/22/1981 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 4.46% |
| Expenses | 0.78% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1981 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 5.4 | 16.5 | 14.9 | 6.9 | 6.4 | 6.6 | 6.2 | 10.6 | 17.7 | 8.8 | 10.5 | -6.9 | 11.5 | -1.8 | 12.4 | -7.3 | 7.3 | 16.3 | -6.5 | 6.1 | 26.0 | 12.6 | -1.9 | 10.2 | 20.6 | -25.3 | 9.2 | 19.3 | 11.3 | 16.6 | 30.5 | -12.7 | 8.2 | 14.2 | 13.6 | 0.5 | 24.9 | 21.2 | 26.6 | 5.7 | 22.7 | 22.7 | 21.2 | -10.1 | 14.7 | 30.2 | 18.3 | 16.7 | 16.5 | 6.4 | 23.2 | 12.1 | 2.2 |
| Sharpe Ratio | NA | 0.91 | 1.4 | 1.13 | 0.38 | 0.41 | NA | NA | 0.72 | 1.25 | 0.59 | 0.66 | -0.54 | 1.41 | -0.09 | 1.39 | -0.95 | 1.42 | 1.85 | -0.74 | 0.26 | 3.67 | 1.47 | -0.13 | 0.82 | 1.99 | -1.55 | 0.66 | 2.07 | 1.47 | 2.18 | 4.06 | -1.09 | 0.45 | 0.77 | 1.02 | -0.21 | 2.23 | 2.65 | 4.19 | 0.38 | 3.13 | 3.52 | 2.51 | -2.05 | 1.45 | 4.15 | 0.74 | 0.81 | 1.45 | -0.07 | 1.52 | 0.41 | 14.32 |
| Draw Down(%) | NA | 8.4 | 8.4 | 10.7 | 19.9 | 30.6 | NA | NA | 34.6 | 10.7 | 5.3 | 11.0 | 19.9 | 5.3 | 30.6 | 6.5 | 15.0 | 2.7 | 8.6 | 13.7 | 17.5 | 4.2 | 8.2 | 16.2 | 11.2 | 9.9 | 30.3 | 8.1 | 7.4 | 4.6 | 6.6 | 8.4 | 23.3 | 15.3 | 8.9 | 12.2 | 27.1 | 6.3 | 6.7 | 3.2 | 6.1 | 3.2 | 2.8 | 5.3 | 16.2 | 5.9 | 2.3 | 23.9 | 9.5 | 6.4 | 5.8 | 6.8 | 4.1 | 0.0 |
| Standard Deviation(%) | NA | 11.6 | 9.9 | 10.3 | 11.5 | 11.7 | NA | NA | 11.1 | 11.9 | 8.8 | 10.4 | 15.4 | 8.1 | 22.2 | 7.8 | 9.2 | 4.7 | 8.6 | 8.8 | 23.3 | 7.1 | 8.6 | 15.0 | 12.3 | 10.3 | 16.9 | 9.3 | 7.7 | 6.1 | 7.2 | 7.3 | 12.8 | 13.1 | 12.9 | 10.1 | 14.4 | 9.5 | 6.6 | 5.4 | 7.0 | 6.5 | 5.7 | 6.8 | 7.6 | 6.0 | 6.1 | 18.9 | 15.3 | 7.6 | 9.8 | 11.1 | 10.4 | 10.0 |
| Treynor Ratio | NA | 0.2 | 0.25 | 0.2 | 0.07 | 0.08 | NA | NA | 0.17 | 0.22 | 0.1 | 0.1 | -0.12 | 0.25 | -0.03 | 0.17 | -0.15 | 0.15 | 0.36 | -0.13 | 0.07 | 0.52 | 0.26 | -0.03 | 0.19 | 0.64 | -0.74 | 0.14 | 0.34 | 0.2 | 0.37 | 0.77 | -0.3 | 0.12 | 0.23 | 0.31 | -0.06 | 0.69 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.03 | -0.01 | 0.02 | 0.0 | 0.02 | 0.03 | -0.04 | 0.0 | 0.0 | -0.02 | 0.05 | -0.02 | 0.05 | 0.06 | 0.01 | 0.02 | 0.01 | 0.03 | -0.04 | 0.0 | 0.02 | 0.01 | 0.03 | 0.05 | -0.03 | 0.07 | 0.07 | 0.01 | -0.03 | 0.08 | 0.07 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.53 | 0.55 | 0.59 | 0.63 | 0.62 | NA | NA | 0.48 | 0.68 | 0.52 | 0.66 | 0.67 | 0.46 | 0.71 | 0.63 | 0.58 | 0.43 | 0.44 | 0.51 | 0.85 | 0.5 | 0.49 | 0.54 | 0.54 | 0.32 | 0.35 | 0.45 | 0.47 | 0.44 | 0.42 | 0.39 | 0.47 | 0.49 | 0.43 | 0.33 | 0.48 | 0.31 | 0.44 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.74 | 0.66 | 0.64 | 0.68 | 0.73 | NA | NA | 0.43 | 0.69 | 0.51 | 0.59 | 0.79 | 0.51 | 0.88 | 0.71 | 0.74 | 0.44 | 0.73 | 0.77 | 0.15 | 0.75 | 0.82 | 0.89 | 0.86 | 0.83 | 0.84 | 0.83 | 0.76 | 0.56 | 0.58 | 0.61 | 0.62 | 0.5 | 0.27 | 0.17 | 0.45 | 0.22 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.4 | 5.3 | 3.9 | 5.0 | 5.9 | 5.6 | N/A | 4.7 | 5.3 | 4.8 | 3.4 | 2.8 | 3.4 | 3.8 | 11.2 | 4.9 | 9.0 | 4.2 | 14.3 | 15.5 | 10.6 | 6.1 | 7.4 | 2.4 | 8.0 | 9.2 | 8.5 | 9.6 | 7.4 | 2.2 | 2.9 | 8.9 | 15.2 | 10.7 | 9.8 | 6.3 | 11.6 | 14.7 | 6.9 | 12.0 | 7.1 | 5.7 | 7.2 | 16.5 | 12.5 | 20.7 | 11.2 | 1.8 | 1.1 | 1.5 | 1.3 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | -7.5 | 49.2 | -39.9 | -51.2 | -32.0 | -42.4 | N/A | -7.5 | 14.8 | 27.8 | 31.5 | -23.0 | -1.6 | -72.2 | 134.5 | -40.9 | 88.3 | -73.6 | -0.3 | 49.7 | 58.3 | -14.7 | 267.1 | -79.7 | -14.7 | 18.8 | -8.5 | 40.9 | 322.4 | -34.7 | -67.3 | -42.1 | 42.8 | -0.4 | -12.7 | -40.9 | -12.0 | 110.8 | -36.5 | 94.0 | 45.2 | -35.4 | -57.1 | 53.1 | -41.2 | 93.1 | 608.2 | 74.3 | -10.3 | 30.0 | -16.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1981
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