MDISX vs. VTR

Last updated Apr 2, 2026

Compare and contrast key facts about Franklin Mutual Global Discovery Fund (MDISX) and Ventas, Inc. (VTR).

MDISX is managed by Franklin Templeton. It was launched on Dec 30, 1992.

Performance

MDISX vs. VTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Mutual Global Discovery Fund (MDISX) and Ventas, Inc. (VTR). The values are adjusted to include any dividend payments, if applicable.

MDISX vs. VTR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MDISX Franklin Mutual Global Discovery Fund	-2.46%	23.75%	6.38%	20.48%	-4.73%	19.60%	-4.38%	24.74%	-10.86%	7.22%
VTR Ventas, Inc.	6.66%	35.09%	22.24%	15.06%	-8.53%	7.73%	-9.80%	3.42%	3.45%	0.71%

Returns By Period

In the year-to-date period, MDISX achieves a -2.46% return, which is significantly lower than VTR's 6.66% return. Over the past 10 years, MDISX has outperformed VTR with an annualized return of 8.47%, while VTR has yielded a comparatively lower 7.10% annualized return.

MDISX

• 1D: 1.89%
• 1M: -6.54%
• YTD: -2.46%
• 6M: 1.23%
• 1Y: 11.28%
• 3Y*: 13.62%
• 5Y*: 9.65%
• 10Y*: 8.47%

VTR

• 1D: 0.28%
• 1M: -4.76%
• YTD: 6.66%
• 6M: 18.09%
• 1Y: 21.65%
• 3Y*: 27.75%
• 5Y*: 12.29%
• 10Y*: 7.10%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

MDISX vs. VTR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MDISX

MDISX Risk / Return Rank: 28
MDISX Sharpe Ratio Rank: 29
MDISX Sortino Ratio Rank: 27
MDISX Omega Ratio Rank: 27
MDISX Calmar Ratio Rank: 29
MDISX Martin Ratio Rank: 30

VTR

VTR Risk / Return Rank: 74
VTR Sharpe Ratio Rank: 76
VTR Sortino Ratio Rank: 69
VTR Omega Ratio Rank: 71
VTR Calmar Ratio Rank: 77
VTR Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MDISX vs. VTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Mutual Global Discovery Fund (MDISX) and Ventas, Inc. (VTR). 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.

	MDISX	VTR	Difference
Sharpe ratio Return per unit of total volatility	0.75	1.11	-0.36
Sortino ratio Return per unit of downside risk	1.10	1.58	-0.48
Omega ratio Gain probability vs. loss probability	1.16	1.23	-0.07
Calmar ratio Return relative to maximum drawdown	0.91	2.07	-1.16
Martin ratio Return relative to average drawdown	3.45	4.72	-1.27
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MDISX vs. VTR - Sharpe Ratio Comparison

The current MDISX Sharpe Ratio is 0.75, which is lower than the VTR Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of MDISX and VTR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	MDISX	VTR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.75	1.11	-0.36
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.62	0.50	+0.12
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.50	0.21	+0.29
Sharpe Ratio (All Time) Calculated using the full available price history	0.81	0.31	+0.50

Correlation

The correlation between MDISX and VTR is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

MDISX vs. VTR - Dividend Comparison

MDISX's dividend yield for the trailing twelve months is around 10.82%, more than VTR's 2.39% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MDISX Franklin Mutual Global Discovery Fund	10.82%	10.55%	12.84%	7.12%	10.29%	8.75%	3.50%	7.21%	7.50%	2.97%	4.13%	7.77%
VTR Ventas, Inc.	2.39%	2.48%	3.06%	3.61%	4.00%	3.52%	4.37%	5.49%	5.40%	5.19%	4.74%	20.47%

Drawdowns

MDISX vs. VTR - Drawdown Comparison

The maximum MDISX drawdown since its inception was -40.15%, smaller than the maximum VTR drawdown of -83.38%. Use the drawdown chart below to compare losses from any high point for MDISX and VTR.

Drawdown Indicators

	MDISX	VTR	Difference
Max Drawdown Largest peak-to-trough decline	-40.15%	-83.38%	+43.23%
Max Drawdown (1Y) Largest decline over 1 year	-11.96%	-10.89%	-1.07%
Max Drawdown (5Y) Largest decline over 5 years	-21.57%	-41.80%	+20.23%
Max Drawdown (10Y) Largest decline over 10 years	-40.15%	-76.92%	+36.77%
Current Drawdown Current decline from peak	-7.97%	-6.21%	-1.76%
Average Drawdown Average peak-to-trough decline	-5.28%	-18.29%	+13.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.16%	4.78%	-1.62%

Volatility

MDISX vs. VTR - Volatility Comparison

Franklin Mutual Global Discovery Fund (MDISX) and Ventas, Inc. (VTR) have volatilities of 5.59% and 5.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MDISX	VTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.59%	5.55%	+0.04%
Volatility (6M) Calculated over the trailing 6-month period	8.97%	13.16%	-4.19%
Volatility (1Y) Calculated over the trailing 1-year period	15.02%	19.62%	-4.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.61%	24.86%	-9.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.08%	34.69%	-17.61%