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Franklin Mutual US Value N acc USD

Morningstar Rating™(Relative to Category)31/08/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearLowAverage1 star
10-YearLowAverage1 star
OverallLowAverage1 star
 
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Volatility Measurements31/08/2022
 
3-Yr Std Dev19.60 %
3-Yr Mean Return7.52 %
 
3-Yr Sharpe Ratio0.40
 
Modern Portfolio Statistics31/08/202231/08/2022
 Standard IndexBest Fit Index
 Russell 1000 Value TR USD  Russell 1000 Value TR USD
3-Yr Beta1.051.05
3-Yr Alpha-6.42-6.42
 
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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)