Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/06/2018.
Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
---|---|---|---|---|---|---|---|---|
FTFAX (TEMPLETON FOREIGN SMALLER COMPANIES FUND ADVISOR CLASS) | 6.28% | NA | 4.02% | 4.51% | 4.52% | 3.63% | 8.07% | 6.30% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FTFAX (TEMPLETON FOREIGN SMALLER COMPANIES FUND ADVISOR CLASS) | 06/12/1997 | 06/06/2018 |
The return data shown below all have the same latest date: 06/06/2018.
AR inception is since 06/12/1997.
AR inception is since 06/12/1997.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.21 | 4.02 | 4.51 | 4.52 | 3.63 | 8.07 | 6.30 | 6.28 | -6.66 | 34.20 | -0.67 | 0.76 | -9.99 | 22.07 | 20.34 | -20.56 | 25.14 | 71.27 | -52.13 | 8.43 | 24.20 | 11.38 | 20.16 | 47.17 | -3.32 | -6.60 | -3.08 | 25.52 | -6.33 | -8.27 |
Sharpe Ratio | NA | 0.24 | 0.31 | 0.36 | 0.19 | NA | NA | 0.31 | -0.88 | 4.47 | -0.06 | 0.06 | -1.13 | 2.07 | 1.29 | -0.90 | 1.51 | 3.18 | -1.79 | 0.39 | 1.88 | 1.12 | 1.73 | 4.93 | -0.36 | -0.61 | -0.59 | 2.49 | -0.86 | -1.33 |
Standard Deviation(%) | NA | 13.08 | 13.00 | 11.82 | 17.56 | NA | NA | 14.86 | 18.24 | 7.55 | 14.46 | 12.06 | 8.85 | 10.65 | 15.90 | 22.88 | 16.62 | 22.36 | 29.55 | 14.06 | 11.20 | 8.19 | 11.14 | 9.42 | 12.18 | 14.80 | 12.18 | 8.94 | 11.23 | 13.45 |
Draw Down(%) | NA | 14.12 | 20.36 | 22.77 | 60.53 | NA | NA | 67.54 | 14.12 | 2.66 | 12.40 | 14.93 | 14.82 | 7.86 | 20.61 | 30.11 | 15.94 | 24.31 | 57.05 | 16.78 | 15.46 | 7.69 | 13.03 | 12.97 | 26.74 | 27.22 | 14.78 | 6.39 | 25.24 | 17.63 |
Yield(%) | 0.00 | 2.27 | 1.82 | 1.84 | 2.18 | 7.15 | 5.61 | 5.58 | 0.00 | 2.74 | 1.75 | 1.67 | 1.54 | 1.93 | 2.35 | 1.21 | 1.39 | 0.72 | 9.15 | 13.59 | 20.41 | 14.34 | 3.13 | 1.51 | 1.18 | 2.32 | 3.63 | 2.15 | 2.08 | 1.97 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FTFAX (TEMPLETON FOREIGN SMALLER COMPANIES FUND ADVISOR CLASS) |
-19.85%
Feb 2006 - Feb 2009 |
-7.15%
Feb 2004 - Feb 2009 |
1.58%
Dec 2006 - Dec 2016 |
4.81%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FTFAX (TEMPLETON FOREIGN SMALLER COMPANIES FUND ADVISOR CLASS) |
33.01%
Mar 2003 - Mar 2006 |
25.32%
Sep 2002 - Sep 2007 |
11.72%
Mar 2003 - Mar 2013 |
10.06%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart