MUTHX
Franklin Mutual Shares Fund Class Z
Mutual fund
$26.78+0.13 (+0.49%)Close Oct 2, 2026
Jan 2, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $711,947
- CAGR
- +9.55%
- Max drawdown
- −53.53%
- Sharpe ratio
- 0.73
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −6.88%
- 3M
- −3.04%
- 6M
- +5.77%
- YTD
- +3.44%
- 1Y
- +7.26%
- 3Y
- +12.55%
- 5Y
- +6.97%
- 10Y
- +7.19%
- 15Y
- +9.14%
- 20Y
- +6.11%
- 25Y
- +7.02%
- 30Y
- +7.85%
- Since 1980
- +9.55%
Metrics
Since 1980| Volatility | 13.73% |
|---|---|
| Sortino ratio | 1.00 |
| Calmar ratio | 0.18 |
| Best year, 1988 | +30.80% |
| Worst year, 2008 | −37.92% |
| Positive years | 37 of 46 |
| Longest drawdown | 5.6 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.5% | Jul 2007 | Mar 2009 | Feb 2013 | 5.6 years |
| −39.5% | Jan 2020 | Mar 2020 | Feb 2021 | 1.1 years |
| −25.3% | Dec 1980 | Jul 1982 | Apr 1983 | 2.3 years |
| −24.9% | Apr 1998 | Oct 1998 | Apr 1999 | 1 year |
| −23.6% | Oct 1987 | Oct 1987 | Apr 1988 | 7 months |
Annual returns
2026 through Oct 2