Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEBIX (FRANKLIN MUTUAL BEACON FUND CLASS A) | 0.22% | 12.38% | 14.28% | 3.54% | 7.28% | 7.77% | 6.03% | … | … |
Data as of 06/08/2026, Common starting date is 12/16/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEBIX (FRANKLIN MUTUAL BEACON FUND CLASS A) | 12/16/1996 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 12.38 | 14.28 | 3.54 | 7.28 | 7.77 | 6.03 | … | … | 0.22 | 25.36 | 7.57 | 15.10 | -18.99 | 10.90 | 2.98 | 24.73 | -8.60 | 12.61 | 15.79 | -4.45 | 7.10 | 28.70 | 16.11 | -2.53 | 10.83 | 29.32 | -40.48 | 2.77 | 20.60 | 8.90 | 14.26 | 29.81 | -11.42 | 5.78 | 13.75 | 16.44 | 1.99 | 22.59 | 2.58 |
| Sharpe Ratio | NA | 1.07 | 0.93 | 0.08 | 0.35 | NA | NA | … | … | -0.01 | 1.48 | 0.37 | 0.90 | -0.90 | 0.79 | 0.08 | 2.18 | -0.81 | 1.74 | 1.07 | -0.33 | 0.52 | 3.24 | 1.52 | -0.13 | 0.76 | 1.38 | -1.32 | -0.03 | 2.19 | 1.12 | 1.94 | 4.09 | -1.09 | 0.27 | 0.79 | 1.35 | -0.11 | 2.11 | 23.81 |
| Standard Deviation(%) | NA | 10.89 | 12.47 | 15.54 | 16.81 | NA | NA | … | … | 11.59 | 15.23 | 10.61 | 12.89 | 22.70 | 13.78 | 33.75 | 10.69 | 12.44 | 6.89 | 14.49 | 13.63 | 13.74 | 8.86 | 10.68 | 19.19 | 14.20 | 21.18 | 31.22 | 11.33 | 7.88 | 5.91 | 6.85 | 7.12 | 11.54 | 12.70 | 12.07 | 9.66 | 13.28 | 8.93 | 3.61 |
| Draw Down(%) | NA | 9.93 | 13.17 | 30.58 | 37.12 | NA | NA | … | … | 9.93 | 13.17 | 6.34 | 11.29 | 28.26 | 10.31 | 37.12 | 6.75 | 17.05 | 4.57 | 11.69 | 15.65 | 9.27 | 5.10 | 10.12 | 19.16 | 14.30 | 23.04 | 49.55 | 9.67 | 7.05 | 4.67 | 6.72 | 7.83 | 21.44 | 15.33 | 7.16 | 11.40 | 26.01 | 5.87 | 0.08 |
| Yield(%) | 0.00 | 7.06 | 6.99 | 3.78 | 5.35 | 6.19 | 5.02 | … | … | 0.00 | 7.91 | 6.08 | 6.52 | 1.08 | 1.99 | 2.53 | 5.25 | 8.54 | 4.05 | 9.04 | 9.34 | 8.56 | 2.04 | 1.68 | 2.52 | 3.27 | 2.26 | 2.89 | 8.59 | 12.40 | 11.67 | 3.36 | 2.28 | 2.08 | 8.25 | 16.51 | 10.58 | 9.02 | 4.56 | 7.92 |
Data as of 06/08/2026, Common starting date is 12/16/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEBIX (FRANKLIN MUTUAL BEACON FUND CLASS A) |
-14.79%
Feb 2006 – Feb 2009 |
-5.11%
Feb 2004 – Feb 2009 |
2.50%
Feb 1999 – Feb 2009 |
3.12%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEBIX (FRANKLIN MUTUAL BEACON FUND CLASS A) |
21.11%
Mar 2003 – Mar 2006 |
19.14%
Feb 2009 – Feb 2014 |
12.38%
Feb 2009 – Feb 2019 |
9.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart