Franklin Mutual Beacon Fund Market Value
| FMBRX Fund | USD 19.10 0.07 0.37% |
| Symbol | Franklin |
Franklin Mutual 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Franklin Mutual's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Franklin Mutual.
| 10/24/2025 |
| 01/22/2026 |
If you would invest 0.00 in Franklin Mutual on October 24, 2025 and sell it all today you would earn a total of 0.00 from holding Franklin Mutual Beacon or generate 0.0% return on investment in Franklin Mutual over 90 days. Franklin Mutual is related to or competes with Small-midcap Dividend, Franklin Small, Pace Smallmedium, Old Westbury, Gmo Small, and Rbb Fund. The fund invests primarily in equity securities of U.S More
Franklin Mutual Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Franklin Mutual's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Franklin Mutual Beacon upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6011 | |||
| Information Ratio | 0.1126 | |||
| Maximum Drawdown | 7.25 | |||
| Value At Risk | (0.86) | |||
| Potential Upside | 1.4 |
Franklin Mutual Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Mutual's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Franklin Mutual's standard deviation. In reality, there are many statistical measures that can use Franklin Mutual historical prices to predict the future Franklin Mutual's volatility.| Risk Adjusted Performance | 0.1602 | |||
| Jensen Alpha | 0.1458 | |||
| Total Risk Alpha | 0.0788 | |||
| Sortino Ratio | 0.1939 | |||
| Treynor Ratio | 0.3056 |
Franklin Mutual January 22, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1602 | |||
| Market Risk Adjusted Performance | 0.3156 | |||
| Mean Deviation | 0.618 | |||
| Semi Deviation | 0.2069 | |||
| Downside Deviation | 0.6011 | |||
| Coefficient Of Variation | 469.29 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.07 | |||
| Information Ratio | 0.1126 | |||
| Jensen Alpha | 0.1458 | |||
| Total Risk Alpha | 0.0788 | |||
| Sortino Ratio | 0.1939 | |||
| Treynor Ratio | 0.3056 | |||
| Maximum Drawdown | 7.25 | |||
| Value At Risk | (0.86) | |||
| Potential Upside | 1.4 | |||
| Downside Variance | 0.3614 | |||
| Semi Variance | 0.0428 | |||
| Expected Short fall | (0.80) | |||
| Skewness | 3.65 | |||
| Kurtosis | 20.77 |
Franklin Mutual Beacon Backtested Returns
Franklin Mutual appears to be very steady, given 3 months investment horizon. Franklin Mutual Beacon secures Sharpe Ratio (or Efficiency) of 0.21, which denotes the fund had a 0.21 % return per unit of standard deviation over the last 3 months. We have found twenty-eight technical indicators for Franklin Mutual Beacon, which you can use to evaluate the volatility of the entity. Please utilize Franklin Mutual's Downside Deviation of 0.6011, semi deviation of 0.2069, and Mean Deviation of 0.618 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.69, which means possible diversification benefits within a given portfolio. As returns on the market increase, Franklin Mutual's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Mutual is expected to be smaller as well.
Auto-correlation | 0.78 |
Good predictability
Franklin Mutual Beacon has good predictability. Overlapping area represents the amount of predictability between Franklin Mutual time series from 24th of October 2025 to 8th of December 2025 and 8th of December 2025 to 22nd of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Franklin Mutual Beacon price movement. The serial correlation of 0.78 indicates that around 78.0% of current Franklin Mutual price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.78 | |
| Spearman Rank Test | 0.71 | |
| Residual Average | 0.0 | |
| Price Variance | 0.47 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Franklin Mutual Fund
Franklin Mutual financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Mutual security.
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