Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TEWTX (TEMPLETON WORLD FUND CLASS C) | 11.63% | 14.66% | 19.02% | 9.86% | 5.13% | 6.96% | 5.21% | 6.20% |
Data as of 07/18/2025, AR inception is 10/23/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEWTX (TEMPLETON WORLD FUND CLASS C) | 10/23/1995 | 07/18/2025 |
| 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 (%) | 0.40 | 14.66 | 19.02 | 9.86 | 5.13 | 6.96 | 5.21 | 6.20 | 11.63 | 9.44 | 31.31 | -24.43 | 7.19 | 2.82 | 15.38 | -12.78 | 12.07 | 11.67 | -6.84 | -3.17 | 28.94 | 18.46 | -6.19 | 7.20 | 31.62 | -40.04 | 7.57 | 19.99 | 10.83 | 14.80 | 32.41 | -12.79 | -8.83 | -4.61 | 27.28 | 5.22 | 18.36 | 20.49 | -8.96 |
| Sharpe Ratio | NA | 0.62 | 0.88 | 0.44 | 0.22 | NA | NA | 0.26 | 0.93 | 0.19 | 1.95 | -0.99 | 0.57 | 0.11 | 1.38 | -1.18 | 1.63 | 0.62 | -0.46 | -0.20 | 2.50 | 1.21 | -0.26 | 0.41 | 1.38 | -1.19 | 0.34 | 1.75 | 1.11 | 1.35 | 2.46 | -0.90 | -0.85 | -0.71 | 2.28 | 0.07 | 1.26 | 2.56 | -1.65 |
| Standard Deviation(%) | NA | 18.37 | 17.82 | 17.64 | 16.81 | NA | NA | 16.86 | 21.11 | 15.15 | 13.98 | 26.13 | 12.62 | 24.42 | 10.14 | 11.94 | 7.07 | 18.42 | 15.03 | 16.29 | 11.55 | 15.38 | 24.35 | 17.53 | 22.83 | 34.43 | 13.53 | 9.61 | 7.81 | 10.27 | 12.89 | 15.47 | 13.38 | 12.32 | 10.54 | 26.06 | 11.77 | 6.58 | 26.27 |
| Draw Down(%) | NA | 16.78 | 18.28 | 32.56 | 32.56 | NA | NA | 55.78 | 16.78 | 10.62 | 12.35 | 30.82 | 8.17 | 27.81 | 10.30 | 19.38 | 3.67 | 15.48 | 17.36 | 15.93 | 7.92 | 16.32 | 22.79 | 16.33 | 25.14 | 50.19 | 12.28 | 10.85 | 6.00 | 11.14 | 16.98 | 26.72 | 26.33 | 10.59 | 9.68 | 24.06 | 12.09 | 5.67 | 11.61 |
| Yield(%) | 0.00 | 6.82 | 3.71 | 2.22 | 4.08 | 5.41 | 4.62 | 5.67 | 0.00 | 7.88 | 0.00 | 0.93 | 0.52 | 0.00 | 4.74 | 13.57 | 6.38 | 6.32 | 6.06 | 7.86 | 5.66 | 3.76 | 1.07 | 0.96 | 1.84 | 2.81 | 11.21 | 9.93 | 10.77 | 8.70 | 1.49 | 0.38 | 0.94 | 6.98 | 8.31 | 10.03 | 18.14 | 9.18 | 2.13 |
Data as of 07/18/2025, AR inception is 10/23/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEWTX (TEMPLETON WORLD FUND CLASS C) |
-14.77%
Feb 2006 - Feb 2009 |
-4.97%
May 2007 - May 2012 |
0.79%
Feb 1999 - Feb 2009 |
0.40%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEWTX (TEMPLETON WORLD FUND CLASS C) |
24.86%
Mar 2003 - Mar 2006 |
19.57%
Feb 2009 - Feb 2014 |
10.18%
Feb 2009 - Feb 2019 |
8.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart