Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEDIX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS A) | 0.68% | 11.92% | 13.42% | 5.22% | 6.70% | 6.62% | 6.31% | … | … |
Data as of 06/05/2026, Common starting date is 12/16/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEDIX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS A) | 12/16/1996 | 06/05/2026 |
| 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 (%) | -0.89 | 11.92 | 13.42 | 5.22 | 6.70 | 6.62 | 6.31 | … | … | 0.68 | 23.46 | 4.65 | 20.17 | -12.59 | 12.08 | -5.30 | 24.41 | -11.07 | 7.90 | 12.57 | -3.74 | 5.37 | 25.30 | 13.39 | -3.05 | 11.08 | 20.89 | -26.74 | 11.02 | 23.00 | 15.30 | 19.17 | 31.14 | -9.39 | 0.86 | 12.12 | 26.38 | -2.37 | 22.47 | 2.31 |
| Sharpe Ratio | NA | 0.77 | 0.83 | 0.18 | 0.30 | NA | NA | … | … | -0.07 | 1.41 | 0.10 | 1.41 | -0.67 | 0.85 | -0.16 | 2.12 | -0.99 | 1.10 | 0.91 | -0.29 | 0.44 | 2.84 | 1.26 | -0.16 | 0.86 | 2.37 | -1.74 | 0.71 | 2.25 | 2.06 | 2.56 | 4.35 | -1.02 | -0.17 | 0.75 | 2.56 | -0.46 | 2.38 | 21.33 |
| Standard Deviation(%) | NA | 11.98 | 12.32 | 14.96 | 16.90 | NA | NA | … | … | 13.71 | 14.63 | 10.20 | 11.81 | 21.02 | 14.20 | 35.65 | 10.83 | 12.65 | 6.61 | 13.63 | 12.97 | 12.16 | 8.90 | 10.68 | 19.05 | 12.73 | 8.78 | 15.86 | 11.18 | 8.76 | 6.34 | 7.11 | 7.00 | 10.37 | 9.83 | 10.46 | 8.98 | 12.80 | 7.86 | 3.47 |
| Draw Down(%) | NA | 10.10 | 12.95 | 24.92 | 40.21 | NA | NA | … | … | 10.10 | 12.95 | 6.17 | 8.88 | 23.38 | 10.81 | 40.21 | 7.77 | 19.23 | 4.60 | 12.44 | 14.69 | 9.40 | 5.74 | 9.75 | 19.05 | 10.57 | 8.11 | 30.67 | 9.92 | 10.25 | 5.10 | 6.28 | 9.40 | 20.13 | 14.27 | 5.23 | 8.50 | 29.42 | 6.21 | 0.17 |
| Yield(%) | 0.00 | 10.74 | 10.17 | 5.91 | 6.06 | 6.23 | 5.97 | … | … | 0.00 | 11.94 | 10.84 | 7.90 | 1.59 | 2.62 | 2.47 | 8.23 | 6.04 | 3.86 | 6.66 | 8.27 | 6.36 | 7.40 | 9.08 | 3.84 | 1.80 | 1.05 | 3.85 | 4.47 | 6.76 | 7.12 | 2.44 | 2.31 | 1.86 | 4.83 | 21.98 | 3.88 | 6.48 | 12.46 | 7.48 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| TEDIX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS A) |
-7.17%
Mar 2017 – Mar 2020 |
-2.58%
Mar 2015 – Mar 2020 |
3.38%
Mar 2010 – Mar 2020 |
3.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEDIX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS A) |
27.23%
Mar 2003 – Mar 2006 |
20.51%
Oct 2002 – Oct 2007 |
13.48%
Apr 1997 – Apr 2007 |
10.41%
Oct 1998 – Oct 2013 |
Annualized Rolling Returns Comparison Chart