BEGRX vs. NALFX
Compare and contrast key facts about Franklin Mutual Beacon Fund (BEGRX) and New Alternatives Fund (NALFX).
BEGRX is managed by Franklin Templeton. It was launched on Jun 28, 1962. NALFX is managed by New Alternatives. It was launched on Sep 2, 1982.
Performance
BEGRX vs. NALFX - Performance Comparison
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BEGRX vs. NALFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEGRX Franklin Mutual Beacon Fund | -1.40% | 25.64% | 8.64% | 15.40% | -11.70% | 16.64% | 4.07% | 22.57% | -8.84% | 12.30% |
NALFX New Alternatives Fund | 9.43% | 28.13% | -6.03% | -2.49% | -15.87% | -4.78% | 61.74% | 36.98% | -6.91% | 21.24% |
Returns By Period
In the year-to-date period, BEGRX achieves a -1.40% return, which is significantly lower than NALFX's 9.43% return. Over the past 10 years, BEGRX has underperformed NALFX with an annualized return of 8.87%, while NALFX has yielded a comparatively higher 10.47% annualized return.
BEGRX
- 1D
- 0.60%
- 1M
- -5.51%
- YTD
- -1.40%
- 6M
- 4.59%
- 1Y
- 15.98%
- 3Y*
- 14.55%
- 5Y*
- 7.89%
- 10Y*
- 8.87%
NALFX
- 1D
- 1.03%
- 1M
- 2.60%
- YTD
- 9.43%
- 6M
- 11.28%
- 1Y
- 31.81%
- 3Y*
- 7.04%
- 5Y*
- 1.14%
- 10Y*
- 10.47%
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BEGRX vs. NALFX - Expense Ratio Comparison
BEGRX has a 0.77% expense ratio, which is lower than NALFX's 0.89% expense ratio.
Return for Risk
BEGRX vs. NALFX — Risk / Return Rank
BEGRX
NALFX
BEGRX vs. NALFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Beacon Fund (BEGRX) and New Alternatives Fund (NALFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BEGRX | NALFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 2.00 | -0.88 |
Sortino ratioReturn per unit of downside risk | 1.66 | 2.53 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.37 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 3.11 | -1.73 |
Martin ratioReturn relative to average drawdown | 5.58 | 11.91 | -6.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BEGRX | NALFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 2.00 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.06 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.59 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.42 | -0.38 |
Correlation
The correlation between BEGRX and NALFX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BEGRX vs. NALFX - Dividend Comparison
BEGRX's dividend yield for the trailing twelve months is around 6.95%, more than NALFX's 1.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEGRX Franklin Mutual Beacon Fund | 6.95% | 6.86% | 6.89% | 6.23% | 9.91% | 6.83% | 3.36% | 2.62% | 9.94% | 3.43% | 6.10% | 8.90% |
NALFX New Alternatives Fund | 1.07% | 1.17% | 2.04% | 4.47% | 4.63% | 5.14% | 4.93% | 5.55% | 6.62% | 4.16% | 3.71% | 1.71% |
Drawdowns
BEGRX vs. NALFX - Drawdown Comparison
The maximum BEGRX drawdown since its inception was -73.56%, which is greater than NALFX's maximum drawdown of -59.67%. Use the drawdown chart below to compare losses from any high point for BEGRX and NALFX.
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Drawdown Indicators
| BEGRX | NALFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.56% | -59.67% | -13.89% |
Max Drawdown (1Y)Largest decline over 1 year | -9.92% | -10.49% | +0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -26.70% | -38.03% | +11.33% |
Max Drawdown (10Y)Largest decline over 10 years | -37.11% | -42.35% | +5.24% |
Current DrawdownCurrent decline from peak | -7.61% | -6.38% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -36.78% | -14.89% | -21.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 2.77% | +0.21% |
Volatility
BEGRX vs. NALFX - Volatility Comparison
The current volatility for Franklin Mutual Beacon Fund (BEGRX) is 4.39%, while New Alternatives Fund (NALFX) has a volatility of 5.78%. This indicates that BEGRX experiences smaller price fluctuations and is considered to be less risky than NALFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEGRX | NALFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 5.78% | -1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 7.81% | 10.87% | -3.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.10% | 16.45% | -1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 17.72% | -2.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.64% | 17.92% | -1.28% |