Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TCWCX (TEMPLETON CHINA WORLD FUND CLASS C) | NA | 8.94% | -20.52% | -8.22% | -2.40% | -0.85% | 3.49% | 3.06% |
Data as of 10/25/2024, AR inception is 12/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TCWCX (TEMPLETON CHINA WORLD FUND CLASS C) | 12/23/1993 | 10/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.52 | 8.94 | -20.52 | -8.22 | -2.40 | -0.85 | 3.49 | 3.06 | 14.20 | -23.94 | -32.27 | -22.70 | 33.04 | 16.09 | -8.64 | 32.81 | 3.79 | -12.12 | -2.02 | -2.64 | 15.86 | -14.13 | 17.07 | 62.85 | -45.15 | 43.14 | 39.96 | 16.91 | 11.69 | 66.81 | 16.07 | 19.18 | -27.96 | 37.93 | -22.64 | -37.25 | 29.48 | 14.99 | -39.31 | 21.56 |
| Sharpe Ratio | NA | 0.09 | -0.73 | -0.33 | -0.16 | NA | NA | 0.04 | 0.39 | -1.10 | -0.75 | -0.76 | 1.11 | 0.99 | -0.54 | 3.11 | 0.22 | -0.63 | -0.17 | -0.19 | 1.04 | -0.58 | 0.89 | 2.31 | -1.00 | 1.69 | 2.70 | 1.52 | 0.58 | 4.14 | 1.01 | 0.43 | -0.74 | 0.61 | -0.39 | -0.53 | 0.88 | 0.39 | -1.67 | NA |
| Standard Deviation(%) | NA | 25.55 | 33.46 | 31.73 | 25.17 | NA | NA | 32.17 | 26.19 | 25.92 | 44.82 | 29.97 | 29.39 | 14.89 | 18.52 | 10.40 | 16.07 | 19.29 | 11.64 | 14.23 | 15.37 | 24.42 | 19.16 | 27.12 | 45.83 | 23.84 | 13.67 | 9.69 | 18.52 | 15.96 | 14.86 | 40.23 | 43.41 | 56.95 | 66.92 | 75.97 | 29.23 | 28.64 | 25.36 | NA |
| Draw Down(%) | NA | 21.05 | 61.12 | 71.50 | 71.50 | NA | NA | 71.50 | 15.43 | 39.19 | 52.29 | 39.50 | 24.03 | 14.29 | 20.23 | 6.61 | 13.16 | 30.78 | 12.48 | 17.45 | 15.93 | 27.42 | 16.10 | 17.60 | 58.61 | 20.18 | 14.49 | 7.37 | 21.31 | 5.12 | 15.75 | 28.20 | 37.19 | 25.60 | 44.28 | 55.68 | 10.81 | 16.12 | 39.31 | NA |
| Yield(%) | 0.00 | 0.00 | 1.17 | 8.57 | 7.70 | 5.91 | 9.82 | 7.33 | 0.00 | 0.00 | 0.73 | 2.66 | 24.93 | 18.23 | 11.36 | 13.29 | 13.33 | 22.18 | 12.53 | 4.78 | 1.33 | 0.79 | 0.55 | 1.44 | 7.06 | 6.64 | 0.51 | 1.21 | 0.00 | 4.63 | 2.08 | 1.76 | 0.70 | 2.56 | 0.00 | 0.00 | 2.09 | 2.55 | 0.95 | 0.35 |
Data as of 10/25/2024, AR inception is 12/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCWCX (TEMPLETON CHINA WORLD FUND CLASS C) |
-31.08%
Jan 2021 - Jan 2024 |
-16.05%
Jan 1994 - Jan 1999 |
-4.63%
Aug 2014 - Aug 2024 |
-4.04%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TCWCX (TEMPLETON CHINA WORLD FUND CLASS C) |
43.85%
Oct 2004 - Oct 2007 |
40.20%
Oct 2002 - Oct 2007 |
20.23%
Dec 2000 - Dec 2010 |
14.16%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart