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Franklin Mutual Beacon A (TEBIX)

Nasdaq - Nasdaq Precio retrasado. Divisa en USD.
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16.32+0.01 (+0.06%)
Al cierre: 08:01PM EDT

Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado6.05%
Retorno promedio a 5 años7.94%
Número de años al alza35
Número de años a la baja9
Mejor retorno total a 1 año (4 jun 2024)29.30%
Peor retorno total en 1 año (4 jun 2024)N/D
Mejor retorno total a 3 años29.30%
Peor retorno total en 3 años2.10%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
RetornoTEBIXCategoría
AIF6.37%14.38%
1 mes2.51%-1.21%
3 meses3.35%5.03%
1 año20.82%39.50%
3 años2.74%9.11%
5 años8.53%10.10%
10 años6.64%7.90%
Último mercado alcista20.84%15.53%
Último mercado bajista-9.34%-17.52%

Historial del rendimiento total anual (%)

Año
TEBIXCategoría
2024
N/DN/D
2023
15.19%N/D
2022
-11.91%N/D
2021
16.46%N/D
2020
3.75%2.50%
2019
24.69%20.73%
2018
-8.49%-10.41%
2017
14.09%18.90%
2016
15.80%9.24%
2015
-4.33%-3.06%
2014
6.48%3.61%
2013
28.70%25.36%
2012
16.10%14.28%
2011
-2.50%-3.44%
2010
10.82%11.90%
2009
29.30%29.76%
2008
-40.48%-36.88%
2007
2.67%7.10%
2006
20.65%19.86%
2005
8.89%9.79%
2004
14.13%16.15%
2003
28.99%35.24%
2002
-11.41%-14.35%
2001
5.78%-6.11%
2000
13.89%2.36%
1999
16.40%28.41%
1998
2.02%9.10%
1997
22.52%20.15%
1996
N/D18.76%
1995
N/D22.77%
1994
N/D-0.80%
1993
14.33%27.51%
1992
15.61%10.36%
1991
11.92%28.33%
1989
N/D21.01%
1988
N/D24.19%
1987
4.09%5.74%
1986
7.75%17.11%
1985
21.08%27.15%
1983
N/D26.82%
1982
12.26%15.53%
1981
-10.79%-0.49%
1980
25.43%26.10%
1978
N/D9.69%
1977
N/D8.62%
1976
8.61%29.11%
1975
18.46%30.71%
1971
13.16%18.66%
1970
-13.08%-8.96%
1969
-9.46%8.44%
1968
N/D22.94%
1967
N/D17.18%
1966
N/D-7.09%
1965
8.46%16.75%
1964
12.27%22.27%
1963
18.10%12.39%

Retornos del último trimestre (%)

AñoT1T2T3T4
20247.41%N/DN/DN/D
20233.31%3.96%-1.57%8.97%
2022-4.79%-9.34%-12.39%16.49%
20218.16%7.15%-3.49%4.13%
2020-26.85%13.72%1.85%22.45%
201911.15%2.44%1.16%8.25%
2018-2.61%0.62%4.34%-10.50%
20176.46%2.04%2.05%2.92%
20161.06%3.28%6.18%4.49%
20154.07%-0.99%-10.10%3.29%
20141.37%5.58%-2.53%2.07%
20139.04%3.66%5.53%7.89%
201210.51%-3.12%5.73%2.56%
20114.74%0.86%-15.98%9.85%
20105.18%-10.26%8.81%7.90%
2009-8.34%16.26%15.90%4.69%
2008-9.15%-6.27%-7.63%-24.33%
20074.09%5.16%-3.27%-3.03%
20067.25%-0.60%4.56%8.23%
20050.32%2.52%4.27%1.55%
20043.63%-0.53%1.16%9.46%
2003-3.11%14.21%3.72%12.38%
20022.92%-5.85%-10.83%2.52%
20012.77%8.32%-10.18%5.80%
20004.13%-1.19%6.99%3.47%
19995.12%11.85%-8.15%7.78%
19989.16%0.85%-17.67%12.56%
19974.08%7.70%9.48%-0.16%
1996-64.18%N/DN/DN/D
19956.52%N/DN/DN/D
19940.75%1.89%4.44%N/D
19939.10%1.87%5.34%-2.35%
19925.43%4.78%2.19%2.41%
1991-2.43%N/DN/DN/D
19892.95%N/DN/DN/D
198814.29%5.16%2.26%N/D
1987N/DN/DN/DN/D
19867.68%6.10%-4.29%-1.46%
19859.09%N/DN/DN/D
19838.20%8.06%-1.41%N/D
1982-8.81%-1.23%10.93%12.36%
1981-1.57%-7.85%-10.74%10.20%
1980-3.43%7.23%9.67%10.44%
19782.86%N/DN/DN/D
1977-5.68%0.88%0.23%N/D
19767.23%-2.36%1.39%2.31%
197516.00%6.16%-10.56%7.55%
197110.03%1.96%-3.62%4.65%
1970-8.17%4.39%N/DN/D
1969-9.03%1.13%-0.09%-1.49%
19681.42%N/DN/DN/D
19674.22%N/DN/DN/D
1966-2.81%-1.89%-12.05%N/D
19654.15%-4.77%6.10%3.06%
19645.33%0.74%4.71%1.06%
19630.80%N/DN/DN/D

Rango en categoría (por retorno total)

AIF67
1 mes94
3 meses81
1 año50
3 años81
5 años70

Retornos ajustados por comisiones

1 año14.18%
3 años0.83%
5 años7.31%
10 años6.04%