Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGLAX (Templeton Global Bond 529 Port Ag) | NA | -4.25% | -1.44% | 1.60% | NA | NA | NA | 0.41% |
Data as of 01/12/2021, AR inception is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGLAX (Templeton Global Bond 529 Port Ag) | 10/23/2013 | 01/12/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.25 | -1.44 | 1.60 | NA | NA | NA | 0.41 | 0.00 | -4.93 | 0.62 | 1.34 | 2.29 | 6.32 | -4.19 | 1.61 | 0.28 |
| Sharpe Ratio | NA | -1.17 | -0.48 | 0.12 | NA | NA | NA | -0.02 | 0.00 | -1.31 | -0.16 | 0.00 | 0.23 | 0.54 | -0.51 | 0.35 | 0.33 |
| Standard Deviation(%) | NA | 3.88 | 5.04 | 7.09 | NA | NA | NA | 6.93 | NA | 3.92 | 5.09 | 6.07 | 7.13 | 11.20 | 8.31 | 4.51 | 4.49 |
| Draw Down(%) | NA | 5.56 | 9.24 | 9.24 | NA | NA | NA | 13.71 | 0.00 | 5.80 | 6.18 | 5.41 | 3.99 | 6.91 | 10.28 | 4.51 | 1.80 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/12/2021, AR inception is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGLAX (Templeton Global Bond 529 Port Ag) |
-1.64%
Sep 2017 - Sep 2020 |
-0.02%
May 2015 - May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGLAX (Templeton Global Bond 529 Port Ag) |
5.82%
Feb 2016 - Feb 2019 |
2.33%
Jan 2014 - Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart