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TFSCX: Templeton Instl Foreign Smaller Co Ser A (MUTUAL FUND)
Basic Info 17.58 0.06(0.34%) March 31
| Asset Class: | Foreign Small/Mid Value |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 06/27/2003 |
| Last Dividend Date: | 12/20/2022 |
| 12-Mo. Yield | 1.12% |
| Expenses | 0.95% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.3 | 7.7 | -5.1 | 13.5 | -0.1 | 4.1 | 3.4 | 5.1 | -21.8 | -5.3 | 9.0 | 22.9 | -18.5 | 34.2 | -0.9 | 1.9 | -3.3 | 22.3 | 21.6 | -11.3 | 21.4 | 66.6 | -56.4 | -9.9 | 23.3 | 4.2 | 16.6 | 30.7 |
| SR | NA | 1.02 | -0.49 | 0.63 | -0.09 | 0.2 | NA | 0.23 | -1.09 | -0.25 | 0.33 | 2.12 | -1.66 | 4.64 | -0.08 | 0.15 | -0.4 | 2.27 | 1.73 | -0.56 | 1.41 | 3.27 | -1.69 | -0.42 | 1.65 | 0.19 | 1.38 | 7.76 |
| DD(%) | NA | 6.7 | 26.3 | 42.1 | 42.1 | 43.3 | NA | 74.7 | 34.6 | 22.6 | 39.7 | 7.7 | 25.7 | 2.5 | 11.6 | 14.6 | 13.2 | 8.2 | 12.6 | 22.9 | 14.7 | 20.5 | 58.2 | 31.7 | 16.1 | 8.5 | 13.0 | 2.1 |
| SD(%) | NA | 13.9 | 20.0 | 21.7 | 20.2 | 16.2 | NA | 18.0 | 21.4 | 21.1 | 26.6 | 10.1 | 12.0 | 7.3 | 14.1 | 12.0 | 8.4 | 9.8 | 12.5 | 20.3 | 15.1 | 20.4 | 33.9 | 30.7 | 12.2 | 10.4 | 11.3 | 8.7 |
| TR | NA | 0.17 | -0.11 | 0.16 | -0.02 | 0.04 | NA | 0.05 | -0.25 | -0.07 | 0.11 | 0.28 | -0.26 | 0.45 | -0.02 | 0.02 | -0.06 | 0.33 | 0.32 | -0.16 | 0.32 | 0.93 | -0.67 | -0.13 | 0.26 | 0.03 | 0.22 | 1.06 |
| Alpha(%) | NA | 0.03 | -0.01 | -0.01 | 0.0 | 0.0 | NA | -0.01 | -0.06 | -0.05 | 0.03 | 0.02 | 0.0 | 0.04 | -0.02 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.03 | 0.11 | -0.14 | -0.04 | 0.0 | -0.04 | -0.02 | 0.07 |
| Beta(%) | NA | 0.84 | 0.91 | 0.85 | 0.84 | 0.79 | NA | 0.78 | 0.95 | 0.8 | 0.82 | 0.77 | 0.78 | 0.76 | 0.68 | 0.76 | 0.57 | 0.66 | 0.68 | 0.73 | 0.67 | 0.71 | 0.86 | 1.04 | 0.77 | 0.61 | 0.71 | 0.64 |
| RS | NA | 0.8 | 0.89 | 0.58 | 0.67 | 0.68 | NA | 0.65 | 0.9 | 0.34 | 0.91 | 0.73 | 0.77 | 0.7 | 0.76 | 0.8 | 0.7 | 0.71 | 0.82 | 0.88 | 0.82 | 0.77 | 0.65 | 0.33 | 0.71 | 0.31 | 0.63 | 0.45 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/27/2003
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