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FCGBX: TEMPLETON GLOBAL BALANCED FUND CLASS C (MUTUAL FUND)
Basic Info 2.38 0.01(0.42%) January 14
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (28%) |
| Start Date: | 09/14/2011 |
| Last Dividend Date: | 09/20/2024 |
| 12-Mo. Yield | 3.28% |
| Expenses | 0.97% |
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Performance Analytics (As of 01/10/2025)
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(%) | -0.8 | 0.4 | 1.1 | -1.5 | 11.1 | 6.3 | 7.2 | -0.9 | 12.8 | -14.7 | 76.2 | 0.7 | 6.6 | -10.2 | 11.0 | 5.0 | -3.3 | -1.0 | 16.1 | 17.3 | 2.2 |
| Sharpe Ratio | NA | -0.31 | -0.66 | -0.45 | 0.29 | 0.21 | 0.3 | -0.78 | 0.76 | -0.99 | 1.27 | 0.03 | 0.64 | -1.27 | 1.69 | 0.33 | -0.29 | -0.13 | 1.94 | 1.6 | 0.38 |
| Draw Down(%) | NA | 1.2 | 8.1 | 24.6 | 24.6 | 29.7 | 29.7 | 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 | 9.4 | 9.6 | 12.8 | 29.5 | 22.1 | 19.9 | 9.6 | 11.4 | 16.3 | 60.2 | 15.3 | 8.0 | 9.1 | 6.2 | 14.5 | 11.7 | 8.3 | 8.3 | 10.9 | 20.0 |
| Treynor Ratio | NA | -0.04 | -0.09 | -0.07 | 0.12 | 0.06 | 0.07 | -0.11 | 0.08 | -0.19 | 0.5 | 0.01 | 0.07 | -0.14 | 0.09 | 0.03 | -0.03 | -0.01 | 0.17 | 0.15 | 0.07 |
| Alpha | NA | 0.07 | -0.01 | 0.0 | 0.05 | 0.02 | 0.02 | -0.02 | 0.0 | 0.0 | 0.27 | -0.02 | -0.02 | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.02 | 0.04 |
| Beta | NA | 0.71 | 0.68 | 0.87 | 0.72 | 0.82 | 0.87 | 0.69 | 1.15 | 0.86 | 1.51 | 0.32 | 0.7 | 0.82 | 1.13 | 1.51 | 1.31 | 1.08 | 0.95 | 1.16 | 1.02 |
| RSquared | NA | 0.71 | 0.52 | 0.63 | 0.06 | 0.09 | 0.12 | 0.52 | 0.7 | 0.66 | 0.03 | 0.14 | 0.26 | 0.58 | 0.51 | 0.79 | 0.83 | 0.77 | 0.75 | 0.8 | 0.88 |
| Yield(%) | N/A | 0.0 | 3.3 | 2.4 | 10.2 | 6.3 | N/A | 3.3 | 3.0 | 1.9 | 43.6 | 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 | 18.3 | -85.2 | 238.1 | N/A | N/A | 18.3 | 28.5 | -95.7 | 3602.7 | -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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