Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEMWX (TEMPLETON WORLD FUND CLASS A) | 5.30% | 8.58% | 17.79% | 9.85% | 5.07% | 7.22% | 5.80% | 7.26% |
Data as of 06/20/2025, AR inception is 08/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEMWX (TEMPLETON WORLD FUND CLASS A) | 08/15/1995 | 06/20/2025 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 8.58 | 17.79 | 9.85 | 5.07 | 7.22 | 5.80 | 7.26 | 5.30 | 18.17 | 32.29 | -22.91 | 8.04 | 3.59 | 16.15 | -12.02 | 12.87 | 12.50 | -6.14 | -2.31 | 29.92 | 19.41 | -5.49 | 7.99 | 32.61 | -39.53 | 8.34 | 20.92 | 11.70 | 15.64 | 33.39 | -12.15 | -8.11 | -3.91 | 28.26 | 6.02 | 19.25 | 21.45 | 3.20 |
| Sharpe Ratio | NA | 0.30 | 0.84 | 0.45 | 0.23 | NA | NA | 0.33 | 0.44 | 0.82 | 2.02 | -0.94 | 0.63 | 0.14 | 1.45 | -1.12 | 1.73 | 0.66 | -0.41 | -0.14 | 2.59 | 1.27 | -0.23 | 0.45 | 1.43 | -1.17 | 0.40 | 1.84 | 1.22 | 1.43 | 2.55 | -0.86 | -0.79 | -0.65 | 2.37 | 0.18 | 1.33 | 2.71 | 0.82 |
| Standard Deviation(%) | NA | 18.47 | 18.05 | 17.72 | 16.88 | NA | NA | 16.27 | 22.41 | 14.06 | 14.00 | 26.04 | 12.66 | 24.39 | 10.16 | 11.94 | 7.09 | 18.48 | 15.00 | 16.83 | 11.52 | 15.38 | 24.37 | 17.55 | 22.74 | 34.35 | 13.52 | 9.63 | 7.82 | 10.28 | 12.85 | 15.48 | 13.34 | 12.37 | 10.56 | 15.18 | 11.79 | 6.57 | 6.16 |
| Draw Down(%) | NA | 16.70 | 18.21 | 31.86 | 31.86 | NA | NA | 55.26 | 16.70 | 8.31 | 12.23 | 30.40 | 7.85 | 27.72 | 10.07 | 18.87 | 3.63 | 15.46 | 17.15 | 16.04 | 7.89 | 16.18 | 22.51 | 16.13 | 25.00 | 49.84 | 12.28 | 10.79 | 5.92 | 11.01 | 16.88 | 26.46 | 26.04 | 10.50 | 9.46 | 23.81 | 12.00 | 5.55 | 4.79 |
| Yield(%) | 0.00 | 6.49 | 3.98 | 2.68 | 4.42 | 6.01 | 5.24 | 6.74 | 0.00 | 7.53 | 0.82 | 1.20 | 1.64 | 0.00 | 5.32 | 15.20 | 6.26 | 6.90 | 6.60 | 8.35 | 6.30 | 4.75 | 1.85 | 1.71 | 2.31 | 3.40 | 11.67 | 10.75 | 11.15 | 9.27 | 2.28 | 1.09 | 1.62 | 7.58 | 9.14 | 10.34 | 18.54 | 9.75 | 13.45 |
Data as of 06/20/2025, AR inception is 08/15/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEMWX (TEMPLETON WORLD FUND CLASS A) |
-14.08%
Feb 2006 - Feb 2009 |
-4.23%
May 2007 - May 2012 |
1.57%
Feb 1999 - Feb 2009 |
1.17%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEMWX (TEMPLETON WORLD FUND CLASS A) |
25.82%
Mar 2003 - Mar 2006 |
20.47%
Feb 2009 - Feb 2014 |
11.02%
Feb 2009 - Feb 2019 |
9.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart