Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCINX (TEMPLETON GLOBAL BALANCED FUND CLASS C1) | 12.97% | 10.03% | 9.80% | 3.96% | 1.27% | 3.68% | NA | 4.25% |
Data as of 07/15/2025, AR inception is 08/31/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCINX (TEMPLETON GLOBAL BALANCED FUND CLASS C1) | 08/31/2005 | 07/15/2025 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 10.03 | 9.80 | 3.96 | 1.27 | 3.68 | NA | 4.25 | 12.97 | -1.04 | 13.69 | -14.60 | -2.06 | 0.98 | 6.82 | -9.90 | 11.74 | 4.94 | -2.61 | -1.09 | 16.83 | 17.97 | -6.34 | 12.12 | 27.20 | -24.98 | 10.07 | 20.98 | 1.52 |
| Sharpe Ratio | NA | 0.67 | 0.54 | 0.19 | 0.00 | NA | NA | 0.25 | 2.02 | -0.78 | 0.83 | -0.98 | -0.21 | 0.05 | 0.69 | -1.20 | 1.87 | 0.33 | -0.23 | -0.14 | 1.96 | 1.71 | -0.37 | 0.91 | 2.28 | -1.63 | 0.65 | 2.19 | 0.35 |
| Standard Deviation(%) | NA | 11.44 | 12.15 | 11.93 | 11.73 | NA | NA | 11.74 | 12.45 | 9.83 | 11.47 | 16.33 | 10.07 | 15.12 | 7.87 | 9.31 | 5.97 | 14.34 | 11.34 | 8.17 | 8.56 | 10.59 | 17.13 | 13.28 | 11.90 | 15.79 | 10.86 | 8.11 | 6.11 |
| Draw Down(%) | NA | 9.83 | 15.21 | 30.04 | 30.86 | NA | NA | 36.11 | 9.77 | 7.72 | 11.71 | 24.82 | 10.69 | 22.81 | 9.05 | 15.45 | 2.83 | 12.54 | 13.80 | 10.07 | 7.68 | 12.32 | 19.39 | 12.68 | 14.04 | 31.42 | 9.63 | 9.10 | 4.69 |
| Yield(%) | 0.00 | 2.23 | 3.21 | 2.46 | 2.43 | 3.50 | 3.87 | 4.07 | 0.00 | 4.52 | 3.35 | 2.26 | 1.56 | 1.44 | 3.81 | 3.22 | 2.38 | 0.62 | 5.99 | 4.80 | 2.87 | 4.84 | 3.98 | 2.97 | 2.75 | 7.43 | 5.56 | 4.38 | 1.11 |
Data as of 07/15/2025, AR inception is 08/31/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCINX (TEMPLETON GLOBAL BALANCED FUND CLASS C1) |
-7.75%
Sep 2019 - Sep 2022 |
-5.96%
Sep 2017 - Sep 2022 |
-0.71%
Oct 2013 - Oct 2023 |
0.78%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCINX (TEMPLETON GLOBAL BALANCED FUND CLASS C1) |
17.12%
Feb 2009 - Feb 2012 |
15.01%
Feb 2009 - Feb 2014 |
8.01%
Feb 2009 - Feb 2019 |
4.84%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart