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TPBRX: TEMPLETON BRIC FUND CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/12/2006 |
| Last Dividend Date: | 12/10/2015 |
| 12-Mo. Yield | 1.79% |
| Expenses | 2.70% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/12/2006 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -2.3 | -2.4 | -2.2 | -17.3 | -8.9 | -7.9 | 7.2 | -27.5 | 12.1 | 89.0 | -62.0 | 45.4 | 16.4 |
| Sharpe Ratio | NA | -1.29 | -0.59 | -0.59 | -0.14 | -0.26 | -0.93 | -0.6 | -0.58 | 0.43 | -1.05 | 0.53 | 2.67 | -1.15 | 1.81 | 8.73 |
| Draw Down(%) | NA | 36.4 | 42.6 | 54.0 | 71.7 | 14.7 | 29.2 | 23.5 | 23.4 | 23.5 | 34.4 | 21.3 | 24.1 | 69.4 | 19.1 | 2.0 |
| Standard Deviation(%) | NA | 21.1 | 17.3 | 19.2 | 27.4 | 22.6 | 18.7 | 14.8 | 13.7 | 16.9 | 26.2 | 22.6 | 33.2 | 54.6 | 23.6 | 11.4 |
| Treynor Ratio | NA | -0.3 | -0.11 | -0.12 | -0.04 | -0.06 | -0.19 | -0.09 | -0.1 | 0.08 | -0.28 | 0.12 | 0.94 | -0.62 | 0.49 | 1.09 |
| Alpha | NA | -0.04 | -0.03 | -0.05 | -0.03 | -0.02 | -0.01 | -0.04 | -0.02 | -0.03 | -0.05 | -0.02 | 0.04 | -0.07 | 0.03 | 0.05 |
| Beta | NA | 0.92 | 0.91 | 0.93 | 0.97 | 0.95 | 0.91 | 0.96 | 0.81 | 0.92 | 0.97 | 1.0 | 0.95 | 1.02 | 0.87 | 0.92 |
| RSquared | NA | 0.82 | 0.77 | 0.82 | 0.85 | 0.85 | 0.78 | 0.7 | 0.72 | 0.79 | 0.92 | 0.87 | 0.86 | 0.89 | 0.79 | 0.7 |
| Yield(%) | N/A | 1.8 | 1.5 | 0.8 | N/A | 0.0 | 2.0 | 0.5 | 2.1 | 0.0 | 0.3 | 0.2 | 0.4 | 0.4 | 3.4 | 0.5 |
| Dividend Growth(%) | N/A | 240.4 | 935.4 | N/A | N/A | -100.0 | 240.4 | -76.8 | N/A | -100.0 | 71.4 | -15.2 | -54.2 | -83.8 | 753.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/12/2006
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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