Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAGBX (TEMPLETON GLOBAL BALANCED FUND CLASS A) | 15.40% | 12.62% | 10.67% | 4.75% | 1.80% | NA | NA | 4.09% |
Data as of 07/18/2025, AR inception is 11/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAGBX (TEMPLETON GLOBAL BALANCED FUND CLASS A) | 11/30/2011 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 12.62 | 10.67 | 4.75 | 1.80 | NA | NA | 4.09 | 15.40 | 0.05 | 14.23 | -14.29 | -1.54 | 1.47 | 6.94 | -9.45 | 12.20 | 5.62 | -2.57 | -0.69 | 17.36 | 17.63 | -2.68 |
| Sharpe Ratio | NA | 0.85 | 0.61 | 0.23 | 0.03 | NA | NA | 0.26 | 2.32 | -0.68 | 0.89 | -0.96 | -0.15 | 0.08 | 0.68 | -1.20 | 1.97 | 0.38 | -0.23 | -0.08 | 2.07 | 1.64 | -1.90 |
| Standard Deviation(%) | NA | 11.08 | 11.91 | 11.85 | 11.73 | NA | NA | 11.18 | 11.77 | 9.68 | 11.30 | 16.41 | 10.14 | 15.63 | 8.12 | 9.00 | 5.90 | 14.27 | 11.37 | 8.44 | 8.36 | 10.80 | 14.65 |
| Draw Down(%) | NA | 9.41 | 15.19 | 29.62 | 29.62 | NA | NA | 29.62 | 9.41 | 7.36 | 11.67 | 24.67 | 10.42 | 23.06 | 8.95 | 15.03 | 2.53 | 12.23 | 13.63 | 9.96 | 7.59 | 11.97 | 6.44 |
| Yield(%) | 0.00 | 3.86 | 4.10 | 3.16 | 2.88 | 3.47 | 2.60 | 4.00 | 1.43 | 4.98 | 3.81 | 2.63 | 2.09 | 1.86 | 4.28 | 3.68 | 2.81 | 0.91 | 6.38 | 5.20 | 3.36 | 4.94 | 0.00 |
Data as of 07/18/2025, AR inception is 11/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAGBX (TEMPLETON GLOBAL BALANCED FUND CLASS A) |
-7.44%
Sep 2019 - Sep 2022 |
-5.65%
Sep 2017 - Sep 2022 |
-0.32%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAGBX (TEMPLETON GLOBAL BALANCED FUND CLASS A) |
13.37%
May 2012 - May 2015 |
8.57%
May 2012 - May 2017 |
4.36%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart