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FCGBX: TEMPLETON GLOBAL BALANCED FUND CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (28%) |
| Start Date: | 09/14/2011 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 3.58% |
| Expenses | 0.97% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/14/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 10.5 | 10.1 | 7.6 | 3.6 | 0.7 | 3.2 | -0.3 | 12.9 | -14.6 | -2.3 | 0.7 | 6.6 | -10.2 | 11.0 | 5.0 | -3.3 | -1.0 | 16.1 | 17.3 | 2.2 |
| Sharpe Ratio | NA | 1.7 | 0.61 | 0.36 | 0.13 | -0.06 | 0.19 | -0.72 | 0.77 | -0.99 | -0.23 | 0.03 | 0.64 | -1.27 | 1.69 | 0.33 | -0.29 | -0.13 | 1.94 | 1.6 | 0.38 |
| Draw Down(%) | NA | 9.4 | 9.9 | 15.0 | 30.0 | 31.7 | 31.7 | 7.8 | 11.8 | 24.6 | 10.9 | 23.0 | 9.2 | 15.8 | 2.8 | 12.6 | 13.7 | 9.9 | 7.4 | 12.3 | 10.6 |
| Standard Deviation(%) | NA | 12.4 | 11.2 | 12.1 | 11.8 | 11.8 | 11.5 | 9.6 | 11.4 | 16.3 | 10.2 | 15.4 | 8.0 | 9.1 | 6.2 | 14.5 | 11.7 | 8.3 | 8.3 | 10.9 | 20.0 |
| Treynor Ratio | NA | 0.26 | 0.09 | 0.05 | 0.02 | -0.01 | 0.02 | -0.1 | 0.08 | -0.18 | -0.04 | 0.01 | 0.07 | -0.14 | 0.09 | 0.03 | -0.03 | -0.01 | 0.17 | 0.15 | 0.07 |
| Alpha | NA | 0.03 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.02 | 0.0 | -0.03 | -0.02 | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.02 | 0.04 |
| Beta | NA | 0.82 | 0.73 | 0.92 | 0.91 | 0.91 | 0.94 | 0.69 | 1.14 | 0.91 | 0.59 | 0.71 | 0.7 | 0.82 | 1.13 | 1.51 | 1.31 | 1.08 | 0.95 | 1.16 | 1.02 |
| RSquared | NA | 0.76 | 0.63 | 0.69 | 0.71 | 0.68 | 0.7 | 0.52 | 0.7 | 0.78 | 0.46 | 0.8 | 0.26 | 0.58 | 0.51 | 0.79 | 0.83 | 0.77 | 0.75 | 0.8 | 0.88 |
| Yield(%) | N/A | 0.0 | 3.6 | 3.1 | 2.2 | 2.2 | N/A | 4.2 | 3.0 | 2.0 | 1.3 | 1.2 | 3.6 | 3.0 | 2.0 | 0.3 | 5.6 | 4.6 | 2.8 | 4.6 | 2.9 |
| Dividend Growth(%) | N/A | -100.0 | 18.2 | 85.9 | -33.3 | N/A | N/A | 53.8 | 25.2 | 50.0 | 9.1 | -66.3 | 3.4 | 61.8 | 632.5 | -95.3 | 17.1 | 78.0 | -31.7 | 60.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/14/2011
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See World Allocation Asset Class Trend Rankings |
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