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TEGRX: TEMPLETON GROWTH FUND INC. CLASS R (MUTUAL FUND)
Basic Info 27.71 0.12(0.43%) May 19
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 04/04/2002 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 0.98% |
| Expenses | 0.79% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/04/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 7.5 | 2.5 | 9.6 | 10.1 | 3.7 | 6.4 | 4.3 | 4.9 | 3.3 | 20.7 | -11.9 | 4.9 | 5.4 | 14.6 | -14.9 | 17.5 | 8.8 | -6.7 | -2.1 | 29.8 | 21.2 | -6.6 | 7.5 | 30.4 | -43.5 | 1.8 | 21.5 | 7.9 | 16.7 | 32.5 | -14.7 |
| Sharpe Ratio | NA | 0.76 | -0.25 | 0.32 | 0.46 | 0.12 | NA | NA | 0.21 | -0.28 | 1.37 | -0.65 | 0.36 | 0.21 | 1.25 | -1.29 | 2.38 | 0.47 | -0.45 | -0.19 | 2.47 | 1.3 | -0.25 | 0.4 | 1.18 | -1.19 | -0.09 | 1.93 | 0.76 | 1.67 | 2.72 | -1.2 |
| Draw Down(%) | NA | 14.8 | 15.7 | 18.1 | 26.9 | 36.2 | NA | NA | 61.3 | 8.1 | 11.6 | 24.2 | 9.8 | 30.0 | 11.4 | 22.9 | 3.7 | 14.8 | 18.0 | 13.1 | 7.6 | 16.2 | 25.4 | 16.4 | 29.2 | 54.0 | 11.5 | 9.5 | 5.4 | 7.8 | 15.0 | 24.1 |
| Standard Deviation(%) | NA | 22.7 | 17.1 | 15.9 | 15.9 | 15.8 | NA | NA | 17.4 | 12.0 | 12.1 | 20.6 | 13.3 | 24.4 | 10.5 | 12.6 | 7.1 | 18.4 | 14.8 | 11.1 | 12.0 | 16.4 | 26.2 | 18.7 | 25.7 | 37.3 | 13.2 | 9.5 | 7.5 | 9.4 | 11.7 | 16.9 |
| Treynor Ratio | NA | 0.16 | -0.04 | 0.05 | 0.08 | 0.02 | NA | NA | 0.04 | -0.04 | 0.18 | -0.14 | 0.05 | 0.06 | 0.15 | -0.19 | 0.2 | 0.08 | -0.07 | -0.02 | 0.33 | 0.22 | -0.07 | 0.09 | 0.36 | -0.53 | -0.02 | 0.3 | 0.09 | 0.24 | 0.44 | -0.32 |
| Alpha | NA | -0.06 | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.02 | 0.02 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | 0.02 | -0.01 | 0.01 | 0.05 | 0.01 | 0.03 | -0.01 | 0.0 | -0.04 | -0.04 | 0.01 | -0.01 | 0.01 | 0.01 | -0.03 |
| Beta | NA | 1.06 | 0.95 | 0.95 | 0.94 | 0.9 | NA | NA | 0.85 | 0.84 | 0.91 | 0.96 | 0.92 | 0.81 | 0.91 | 0.87 | 0.83 | 1.03 | 0.92 | 0.95 | 0.9 | 0.98 | 0.98 | 0.85 | 0.85 | 0.83 | 0.67 | 0.61 | 0.61 | 0.67 | 0.72 | 0.64 |
| RSquared | NA | 0.81 | 0.76 | 0.82 | 0.83 | 0.86 | NA | NA | 0.88 | 0.71 | 0.84 | 0.88 | 0.77 | 0.94 | 0.8 | 0.88 | 0.69 | 0.88 | 0.9 | 0.87 | 0.84 | 0.9 | 0.96 | 0.94 | 0.94 | 0.94 | 0.9 | 0.84 | 0.7 | 0.86 | 0.84 | 0.78 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.1 | 1.3 | 2.4 | 3.3 | 3.2 | N/A | 1.1 | 1.3 | 0.7 | 1.5 | 0.8 | 5.7 | 9.5 | 1.8 | 1.3 | 1.2 | 2.5 | 1.2 | 1.9 | 1.8 | 1.6 | 1.7 | 2.1 | 8.3 | 9.1 | 7.5 | 5.6 | 2.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -0.7 | -57.9 | -74.0 | -28.6 | N/A | N/A | N/A | -0.7 | 52.5 | -49.6 | 104.1 | -85.3 | -54.7 | 520.2 | 50.4 | -4.5 | -51.8 | 145.5 | -22.4 | -0.3 | 15.2 | 25.5 | -54.7 | -77.0 | -0.4 | 25.3 | 46.5 | 171.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2002
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