Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEGRX (TEMPLETON GROWTH FUND INC. CLASS R) | 10.83% | 7.10% | 12.00% | 9.19% | 4.21% | 6.71% | 4.44% | 5.10% |
Data as of 06/25/2025, AR inception is 04/04/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEGRX (TEMPLETON GROWTH FUND INC. CLASS R) | 04/04/2002 | 06/25/2025 |
| 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 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 7.10 | 12.00 | 9.19 | 4.21 | 6.71 | 4.44 | 5.10 | 10.83 | 3.27 | 20.66 | -11.90 | 4.86 | 5.44 | 14.57 | -14.89 | 17.52 | 8.77 | -6.71 | -2.12 | 29.77 | 21.23 | -6.60 | 7.51 | 30.45 | -43.53 | 1.85 | 21.53 | 7.89 | 16.68 | 32.55 | -14.72 |
| Sharpe Ratio | NA | 0.09 | 0.60 | 0.41 | 0.17 | NA | NA | 0.22 | 0.77 | -0.28 | 1.37 | -0.65 | 0.36 | 0.21 | 1.25 | -1.29 | 2.38 | 0.47 | -0.45 | -0.19 | 2.47 | 1.30 | -0.25 | 0.40 | 1.18 | -1.19 | -0.09 | 1.93 | 0.76 | 1.67 | 2.72 | -1.20 |
| Standard Deviation(%) | NA | 17.06 | 15.37 | 15.56 | 15.81 | NA | NA | 17.34 | 20.84 | 12.04 | 12.09 | 20.64 | 13.35 | 24.43 | 10.52 | 12.62 | 7.12 | 18.41 | 14.83 | 11.06 | 12.04 | 16.41 | 26.18 | 18.70 | 25.73 | 37.35 | 13.24 | 9.52 | 7.50 | 9.42 | 11.69 | 16.86 |
| Draw Down(%) | NA | 15.75 | 15.75 | 26.86 | 36.17 | NA | NA | 61.33 | 14.80 | 8.11 | 11.60 | 24.16 | 9.80 | 30.03 | 11.42 | 22.94 | 3.69 | 14.77 | 18.03 | 13.11 | 7.61 | 16.18 | 25.39 | 16.42 | 29.18 | 53.96 | 11.48 | 9.54 | 5.41 | 7.80 | 15.00 | 24.06 |
| Yield(%) | 0.00 | 1.00 | 1.14 | 1.28 | 2.45 | 3.39 | 3.17 | 3.73 | 0.00 | 1.07 | 1.27 | 0.73 | 1.51 | 0.77 | 5.71 | 9.47 | 1.77 | 1.31 | 1.24 | 2.47 | 1.25 | 1.91 | 1.79 | 1.63 | 1.65 | 2.05 | 8.26 | 9.14 | 7.47 | 5.59 | 2.64 | 0.00 |
Data as of 06/25/2025, AR inception is 04/04/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEGRX (TEMPLETON GROWTH FUND INC. CLASS R) |
-18.43%
Feb 2006 - Feb 2009 |
-7.49%
Feb 2004 - Feb 2009 |
1.41%
Feb 2006 - Feb 2016 |
0.61%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEGRX (TEMPLETON GROWTH FUND INC. CLASS R) |
23.95%
Mar 2003 - Mar 2006 |
21.25%
Feb 2009 - Feb 2014 |
10.85%
Feb 2009 - Feb 2019 |
8.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart