Franklin Mutual US Value N acc USD

Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearLowAbove Average1 star
10-YearLowAverage1 star
OverallLowAbove Average1 star
 
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Volatility Measurements30/09/2021
 
3-Yr Std Dev20.53 %
3-Yr Mean Return6.21 %
 
3-Yr Sharpe Ratio0.32
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Russell 1000 Value TR USD  Russell 1000 Value TR USD
3-Yr Beta1.061.06
3-Yr Alpha-6.10-6.10
 
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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(https://www.morningstar.com/research/signature)
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