Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEMZX (TEMPLETON EMERGING MARKETS SMALL CAP FUND ADVISOR CLASS) | 10.75% | 8.82% | 10.73% | 7.71% | 4.07% | 4.34% | NA | 3.43% |
Data as of 07/15/2025, AR inception is 12/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEMZX (TEMPLETON EMERGING MARKETS SMALL CAP FUND ADVISOR CLASS) | 12/14/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 8.82 | 10.73 | 7.71 | 4.07 | 4.34 | NA | 3.43 | 10.75 | 7.92 | 13.57 | -22.96 | 16.03 | 9.92 | 6.10 | -14.70 | 31.60 | 3.59 | -6.85 | 3.22 | 5.00 | 28.16 | -27.27 | 30.63 | 104.26 | -64.10 | 23.30 | 0.40 |
| Sharpe Ratio | NA | 0.44 | 0.53 | 0.35 | 0.18 | NA | NA | 0.15 | 1.21 | 0.13 | 0.83 | -1.21 | 0.99 | 0.37 | 0.47 | -1.35 | 4.95 | 0.31 | -0.64 | 0.44 | 0.54 | 2.85 | -1.49 | 1.98 | 4.55 | -2.25 | 1.49 | 0.58 |
| Standard Deviation(%) | NA | 12.74 | 13.08 | 14.81 | 14.76 | NA | NA | 15.83 | 14.61 | 10.00 | 11.27 | 20.26 | 16.14 | 26.32 | 9.93 | 11.89 | 6.28 | 11.10 | 10.73 | 7.24 | 9.19 | 9.96 | 18.37 | 15.42 | 22.89 | 28.81 | 13.70 | 12.57 |
| Draw Down(%) | NA | 16.02 | 16.02 | 33.62 | 48.42 | NA | NA | 73.65 | 10.99 | 7.29 | 11.24 | 28.64 | 10.66 | 41.03 | 11.68 | 22.61 | 2.65 | 11.02 | 16.40 | 9.82 | 13.24 | 14.08 | 30.68 | 17.54 | 24.90 | 66.16 | 12.80 | 2.02 |
| Yield(%) | 0.00 | 0.51 | 2.19 | 3.11 | 2.23 | 2.04 | 1.56 | 1.73 | 0.00 | 0.56 | 3.45 | 2.00 | 4.96 | 2.97 | 2.20 | 2.34 | 0.16 | 2.09 | 0.52 | 0.48 | 1.02 | 1.45 | 0.00 | 0.00 | 0.00 | 0.56 | 1.35 | 0.22 |
Data as of 07/15/2025, AR inception is 12/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEMZX (TEMPLETON EMERGING MARKETS SMALL CAP FUND ADVISOR CLASS) |
-11.03%
Mar 2017 - Mar 2020 |
-5.22%
Jul 2007 - Jul 2012 |
-0.99%
Mar 2010 - Mar 2020 |
-0.27%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEMZX (TEMPLETON EMERGING MARKETS SMALL CAP FUND ADVISOR CLASS) |
39.07%
Feb 2009 - Feb 2012 |
23.95%
Feb 2009 - Feb 2014 |
13.82%
Feb 2009 - Feb 2019 |
10.00%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart