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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
GIM (Templeton Global Income Fund) NA 4.50% 3.17% 0.48% 1.08% 4.96% 4.84% 7.59%
Data as of 03/01/2024, AR inception is 03/04/1999
More Performance Analytics Comparison
Name Start Date End Date
GIM (Templeton Global Income Fund) 03/04/1999 03/01/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) -3.39 4.50 3.17 0.48 1.08 4.96 4.84 7.59 -2.11 1.78 -0.49 4.26 -6.64 8.55 -1.22 4.13 7.03 -7.71 -1.29 -8.86 12.07 -0.64 23.56 29.71 9.16 -0.04 25.04 -11.99 11.98 32.06 30.47 11.07 20.35 3.11
Sharpe Ratio NA -0.36 -0.06 -0.11 -0.03 NA NA 0.33 -1.30 -0.17 -0.10 0.42 -0.18 0.82 -0.27 0.40 0.52 -0.51 -0.13 -0.56 0.90 -0.03 1.46 1.35 0.26 -0.18 1.86 -1.01 0.61 2.04 1.89 0.64 0.92 0.03
Standard Deviation(%) NA 14.59 15.11 20.69 16.76 NA NA 17.39 12.02 14.62 19.04 10.08 37.22 8.76 9.42 8.75 13.21 15.08 10.02 15.82 13.39 21.05 16.12 21.87 31.21 17.03 11.75 14.05 18.03 15.35 15.56 13.93 17.59 15.96
Draw Down(%) NA 8.99 14.42 31.39 31.39 NA NA 32.36 4.63 8.99 14.42 7.20 29.96 8.48 5.39 4.35 7.17 18.38 9.85 18.62 11.32 18.81 11.95 19.34 27.20 13.59 8.53 18.65 21.60 10.17 12.36 8.61 6.75 7.89
Yield(%) 0.00 9.94 7.39 5.54 4.70 7.98 6.91 10.33 1.52 9.88 7.41 6.66 3.51 6.75 5.46 4.44 4.73 4.12 8.38 7.01 11.56 10.71 10.02 6.41 15.38 11.49 5.52 8.03 6.74 7.08 8.42 7.76 10.19 8.24
Data as of 03/01/2024, AR inception is 03/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GIM (Templeton Global Income Fund) -7.84%
Feb 2013 - Feb 2016
-2.51%
May 2011 - May 2016
-0.85%
Sep 2012 - Sep 2022
3.11%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GIM (Templeton Global Income Fund) 24.49%
Dec 2001 - Dec 2004
20.86%
Dec 1999 - Dec 2004
15.58%
Apr 2000 - Apr 2010
11.74%
Jun 1999 - Jun 2014
Annualized Rolling Returns Comparison Chart