Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TACWX (TEMPLETON CHINA WORLD FUND ADVISOR CLASS) | NA | 10.25% | -19.70% | -7.29% | -1.19% | 0.31% | 4.64% | … | … |
Data as of 10/25/2024, Common starting date is 03/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TACWX (TEMPLETON CHINA WORLD FUND ADVISOR CLASS) | 03/05/1999 | 10/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 (%) | -1.44 | 10.25 | -19.70 | -7.29 | -1.19 | 0.31 | 4.64 | … | … | 15.26 | -23.23 | -31.59 | -21.90 | 34.32 | 17.24 | -7.70 | 34.12 | 4.85 | -11.21 | 1.23 | -1.68 | 17.03 | -13.23 | 18.35 | 64.48 | -44.62 | 44.56 | 41.34 | 18.08 | 12.05 | 64.62 | 13.29 | -0.94 | -12.68 | 52.43 |
| Sharpe Ratio | NA | 0.14 | -0.70 | -0.30 | -0.11 | NA | NA | … | … | 0.43 | -1.07 | -0.74 | -0.73 | 1.16 | 1.07 | -0.49 | 3.23 | 0.29 | -0.58 | 0.05 | -0.12 | 1.11 | -0.54 | 0.95 | 2.37 | -0.99 | 1.75 | 2.80 | 1.65 | 0.60 | 4.13 | 0.77 | -0.14 | -0.77 | 2.97 |
| Standard Deviation(%) | NA | 26.10 | 33.62 | 31.79 | 26.17 | NA | NA | … | … | 26.83 | 25.95 | 44.86 | 29.91 | 29.24 | 14.82 | 18.54 | 10.41 | 16.05 | 19.27 | 25.17 | 14.22 | 15.37 | 24.43 | 19.15 | 27.11 | 45.84 | 23.84 | 13.68 | 9.66 | 18.59 | 15.47 | 15.84 | 23.15 | 21.88 | 21.23 |
| Draw Down(%) | NA | 20.79 | 60.19 | 70.61 | 70.61 | NA | NA | … | … | 15.43 | 38.67 | 51.92 | 38.94 | 23.88 | 13.98 | 19.67 | 6.61 | 13.14 | 30.49 | 22.53 | 17.09 | 15.57 | 27.11 | 15.91 | 17.48 | 58.29 | 20.05 | 14.40 | 7.35 | 21.13 | 7.40 | 17.67 | 29.79 | 24.57 | 20.53 |
| Yield(%) | 0.82 | 1.33 | 1.33 | 8.73 | 8.07 | 6.52 | 11.11 | … | … | 0.98 | 0.32 | 0.71 | 2.59 | 24.64 | 19.14 | 12.69 | 14.88 | 14.39 | 23.09 | 13.09 | 5.73 | 2.82 | 1.70 | 1.59 | 2.09 | 7.90 | 7.67 | 1.59 | 1.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/25/2024, Common starting date is 03/05/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACWX (TEMPLETON CHINA WORLD FUND ADVISOR CLASS) |
-30.37%
Jan 2021 – Jan 2024 |
-11.64%
Jan 2019 – Jan 2024 |
-3.44%
Aug 2014 – Aug 2024 |
-2.92%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACWX (TEMPLETON CHINA WORLD FUND ADVISOR CLASS) |
45.24%
Oct 2004 – Oct 2007 |
40.54%
Oct 2002 – Oct 2007 |
18.33%
Dec 2000 – Dec 2010 |
13.11%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart