Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CTMPX (Templeton Global Bond 529 Port A) | NA | -4.25% | -1.44% | NA | NA | NA | NA | 1.66% |
Data as of 01/12/2021, AR inception is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTMPX (Templeton Global Bond 529 Port A) | 09/13/2016 | 01/12/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.25 | -1.44 | NA | NA | NA | NA | 1.66 | 0.00 | -4.93 | 0.62 | 1.34 | 2.29 | 7.68 |
| Sharpe Ratio | NA | -1.18 | -0.48 | NA | NA | NA | NA | 0.11 | 0.00 | -1.32 | -0.16 | 0.00 | 0.23 | 2.59 |
| Standard Deviation(%) | NA | 3.86 | 5.03 | NA | NA | NA | NA | 6.11 | NA | 3.89 | 5.09 | 6.07 | 7.13 | 10.50 |
| Draw Down(%) | NA | 5.56 | 9.24 | NA | NA | NA | NA | 9.24 | 0.00 | 5.80 | 6.18 | 5.41 | 3.99 | 4.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/12/2021, AR inception is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTMPX (Templeton Global Bond 529 Port A) |
-1.64%
Sep 2017 - Sep 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTMPX (Templeton Global Bond 529 Port A) |
2.08%
Oct 2016 - Oct 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart