Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAEMX (TEMPLETON EMERGING MARKETS BALANCED FUND CLASS A) | NA | 5.42% | 5.05% | 1.91% | NA | NA | NA | 2.32% |
Data as of 10/11/2019, AR inception is 12/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAEMX (TEMPLETON EMERGING MARKETS BALANCED FUND CLASS A) | 12/14/2011 | 10/11/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.42 | 5.05 | 1.91 | NA | NA | NA | 2.32 | 4.86 | -12.29 | 28.32 | 13.85 | -14.48 | -5.20 | -9.13 | 17.36 | 1.06 |
| Sharpe Ratio | NA | 0.37 | 0.41 | 0.13 | NA | NA | NA | 0.15 | 0.49 | -1.18 | 3.79 | 1.09 | -1.30 | -0.62 | -0.90 | 1.41 | 2.12 |
| Standard Deviation(%) | NA | 10.52 | 9.75 | 10.63 | NA | NA | NA | 10.59 | 9.62 | 11.53 | 7.34 | 12.48 | 11.20 | 8.39 | 10.21 | 12.33 | 12.91 |
| Draw Down(%) | NA | 9.01 | 19.08 | 26.21 | NA | NA | NA | 34.19 | 9.01 | 19.08 | 3.24 | 8.39 | 21.95 | 13.58 | 17.23 | 14.59 | 1.46 |
| Yield(%) | 0.00 | 4.11 | 4.22 | 2.97 | 2.34 | 1.56 | 1.17 | 3.35 | 2.75 | 4.98 | 3.40 | 0.82 | 0.66 | 3.58 | 2.77 | 4.08 | 0.18 |
Data as of 10/11/2019, AR inception is 12/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAEMX (TEMPLETON EMERGING MARKETS BALANCED FUND CLASS A) |
-11.19%
Jan 2013 - Jan 2016 |
-1.60%
Feb 2012 - Feb 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAEMX (TEMPLETON EMERGING MARKETS BALANCED FUND CLASS A) |
12.71%
Feb 2016 - Feb 2019 |
3.21%
Jan 2014 - Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart