Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEPLX (TEMPLETON GROWTH FUND INC. CLASS A) | 8.63% | 5.01% | 12.31% | 8.75% | 4.13% | 6.61% | 4.52% | 6.56% |
Data as of 06/20/2025, AR inception is 05/29/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEPLX (TEMPLETON GROWTH FUND INC. CLASS A) | 05/29/1986 | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 5.01 | 12.31 | 8.75 | 4.13 | 6.61 | 4.52 | 6.56 | 8.63 | 3.55 | 20.98 | -11.71 | 5.13 | 5.74 | 14.85 | -14.68 | 17.81 | 9.06 | -6.49 | -1.96 | 30.15 | 21.55 | -6.35 | 7.54 | 30.81 | -43.48 | 2.08 | 21.82 | 8.11 | 17.00 | 32.86 | -9.47 | 0.52 | 1.84 | 30.52 | -2.45 | 16.19 | 20.57 | 19.82 | -6.37 | 24.39 | -4.42 | 21.18 | -13.55 | 19.07 | 21.43 | -5.65 | -0.18 |
| Sharpe Ratio | NA | 0.11 | 0.62 | 0.44 | 0.18 | NA | NA | 0.28 | 0.84 | -0.25 | 1.40 | -0.64 | 0.38 | 0.22 | 1.28 | -1.27 | 2.43 | 0.48 | -0.44 | -0.18 | 2.50 | 1.32 | -0.24 | 0.40 | 1.19 | -1.19 | -0.07 | 1.96 | 0.79 | 1.70 | 2.75 | -0.69 | -0.15 | -0.21 | 2.64 | -0.40 | 1.20 | 2.81 | 2.58 | -0.88 | 2.53 | -0.55 | 1.20 | -1.49 | 1.47 | 1.65 | -0.40 | -0.50 |
| Standard Deviation(%) | NA | 17.13 | 15.40 | 15.57 | 15.81 | NA | NA | 15.43 | 20.98 | 12.10 | 12.08 | 20.62 | 13.35 | 24.40 | 10.53 | 12.64 | 7.11 | 18.39 | 14.82 | 11.04 | 12.04 | 16.46 | 26.17 | 18.66 | 25.87 | 37.36 | 13.28 | 9.50 | 7.49 | 9.42 | 11.71 | 15.30 | 12.63 | 10.92 | 10.33 | 14.53 | 10.55 | 6.01 | 6.20 | 10.55 | 8.80 | 12.34 | 14.47 | 12.54 | 9.06 | 10.12 | 24.09 | 8.30 |
| Draw Down(%) | NA | 15.64 | 15.64 | 26.64 | 35.80 | NA | NA | 61.23 | 14.78 | 8.09 | 11.56 | 24.04 | 9.69 | 29.99 | 11.31 | 22.74 | 3.69 | 14.74 | 17.94 | 13.02 | 7.58 | 16.09 | 25.30 | 16.52 | 29.16 | 53.88 | 11.47 | 9.50 | 5.37 | 7.72 | 15.06 | 23.99 | 18.59 | 11.48 | 8.90 | 24.41 | 9.39 | 5.06 | 4.30 | 13.66 | 6.76 | 17.01 | 9.08 | 23.44 | 9.09 | 4.17 | 31.19 | 9.65 |
| Yield(%) | 0.00 | 1.06 | 1.25 | 1.43 | 2.60 | 3.57 | 3.32 | 6.53 | 0.00 | 1.15 | 1.35 | 0.79 | 1.77 | 1.02 | 5.88 | 9.67 | 2.05 | 1.58 | 1.51 | 2.71 | 1.54 | 2.18 | 2.05 | 1.65 | 1.92 | 2.25 | 8.44 | 9.28 | 7.55 | 5.74 | 2.79 | 1.98 | 2.50 | 8.92 | 7.44 | 12.55 | 17.68 | 7.39 | 12.63 | 1.64 | 1.88 | 2.30 | 3.37 | 3.39 | 4.52 | 4.03 | 3.43 | 3.01 |
Data as of 06/20/2025, AR inception is 05/29/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEPLX (TEMPLETON GROWTH FUND INC. CLASS A) |
-18.27%
Feb 2006 - Feb 2009 |
-7.29%
Feb 2004 - Feb 2009 |
1.57%
Feb 1999 - Feb 2009 |
0.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEPLX (TEMPLETON GROWTH FUND INC. CLASS A) |
24.22%
Mar 2003 - Mar 2006 |
21.51%
Feb 2009 - Feb 2014 |
11.90%
Dec 1994 - Dec 2004 |
11.68%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart