Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICPHX (TEMPLETON GLOBAL CURRENCY FUND CLASS A) | NA | 0.79% | 1.02% | -2.44% | -0.92% | 1.22% | 1.96% | … | … |
Data as of 10/11/2019, Common starting date is 12/29/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICPHX (TEMPLETON GLOBAL CURRENCY FUND CLASS A) | 12/29/1989 | 10/11/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | 0.79 | 1.02 | -2.44 | -0.92 | 1.22 | 1.96 | … | … | -1.06 | 2.13 | 0.46 | 0.64 | -9.50 | -7.40 | -3.32 | 5.02 | -1.84 | 9.12 | 2.36 | 1.09 | 11.04 | 8.44 | -4.23 | 8.48 | 19.27 | 16.91 | -4.03 | -6.24 | -8.39 | 9.85 | -10.42 | -7.02 | 6.61 | 5.82 | -6.66 | 2.24 | 2.87 | 17.79 | 0.00 |
| Sharpe Ratio | NA | -0.14 | -0.01 | -0.52 | -0.20 | NA | NA | … | … | -0.53 | 0.15 | -0.03 | 0.07 | -1.39 | -1.77 | -0.68 | 0.97 | -0.24 | 0.88 | 0.28 | 0.02 | 1.75 | 0.98 | -0.98 | 0.87 | 2.40 | 1.98 | -0.73 | -1.24 | -1.52 | 0.66 | -1.64 | -1.80 | 0.24 | 0.29 | -0.62 | -0.01 | -0.07 | 1.37 | NA |
| Standard Deviation(%) | NA | 5.29 | 5.76 | 5.86 | 6.48 | NA | NA | … | … | 5.39 | 5.52 | 5.61 | 5.77 | 6.85 | 4.20 | 4.94 | 5.14 | 7.87 | 10.27 | 8.07 | 7.64 | 4.59 | 5.27 | 6.51 | 8.68 | 7.75 | 7.98 | 8.79 | 8.26 | 7.64 | 9.83 | 8.45 | 5.81 | 11.46 | 10.03 | 14.13 | 11.46 | 13.08 | 9.09 | 0.00 |
| Draw Down(%) | NA | 6.84 | 6.84 | 17.16 | 24.64 | NA | NA | … | … | 6.84 | 4.29 | 2.99 | 4.44 | 10.54 | 9.00 | 6.49 | 6.36 | 9.00 | 10.36 | 8.59 | 11.67 | 2.93 | 3.18 | 7.66 | 8.11 | 5.53 | 4.72 | 9.70 | 13.63 | 11.61 | 6.88 | 11.79 | 7.76 | 9.86 | 10.65 | 11.64 | 9.28 | 15.80 | 4.48 | 0.00 |
| Yield(%) | 0.00 | 1.73 | 2.12 | 1.09 | 1.56 | 2.77 | 3.03 | … | … | 0.00 | 1.72 | 4.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 4.17 | 6.37 | 0.00 | 3.32 | 8.96 | 3.07 | 6.40 | 5.25 | 8.21 | 6.01 | 2.83 | 2.55 | 2.30 | 3.04 | 3.33 | 4.30 | 5.69 | 3.94 | 4.99 | 5.51 | 5.81 | 6.73 | 0.00 |
Data as of 10/11/2019, Common starting date is 12/29/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICPHX (TEMPLETON GLOBAL CURRENCY FUND CLASS A) |
-8.48%
Jun 1995 – Jun 1998 |
-6.09%
Oct 1995 – Oct 2000 |
-2.28%
Sep 1992 – Sep 2002 |
1.22%
Nov 1990 – Nov 2005 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICPHX (TEMPLETON GLOBAL CURRENCY FUND CLASS A) |
15.51%
Feb 2002 – Feb 2005 |
10.12%
Jun 2001 – Jun 2006 |
8.05%
Jun 2001 – Jun 2011 |
4.20%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison Chart