Franklin Mutual US Value W acc USD

Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average1 star
5-Year*LowAbove Average1 star
10-Year*LowAverage1 star
Overall*LowAbove Average1 star
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Volatility Measurements31/10/2021
3-Yr Std Dev20.39 %
3-Yr Mean Return10.37 %
3-Yr Sharpe Ratio0.51
Modern Portfolio Statistics31/10/202131/10/2021
 Standard IndexBest Fit Index
 Russell 1000 Value TR USD  Russell 1000 Value TR USD
3-Yr Beta1.051.05
3-Yr Alpha-4.98-4.98
* This share class has performance data calculated prior to the inception date, 2016-12-16. This is based upon a simulated/extended track record, using the track record of Franklin Mutual US Value Z acc USD (ISIN: LU0476945075), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(
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