Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TGLCX (Future Scholar 529 College Savings Plan – Templeton Global Bond 529 Portfolio) NA -4.71% -2.08% 0.98% NA NA NA
Data as of 01/12/2021, Common starting date is 10/22/2013
More Performance Analytics Comparison
Name Start Date End Date
TGLCX (Future Scholar 529 College Savings Plan – Templeton Global Bond 529 Portfolio) 10/22/2013 01/12/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 -4.71 -2.08 0.98 NA NA NA 0.00 -5.41 0.00 0.55 1.69 5.86 -4.91 0.86 -0.10
Sharpe Ratio NA -1.29 -0.61 0.03 NA NA NA 0.00 -1.43 -4.67 -3.41 -2.54 -2.53 -2.90 -3.89 -5.87
Standard Deviation(%) NA 3.88 5.03 7.03 NA NA NA NA 3.92 4.97 6.17 6.93 11.13 8.09 4.54 4.34
Draw Down(%) NA 5.80 9.87 9.87 NA NA NA 0.00 6.15 6.08 5.60 3.74 7.04 10.43 4.65 1.90
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
Data as of 01/12/2021, Common starting date is 10/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TGLCX (Future Scholar 529 College Savings Plan – Templeton Global Bond 529 Portfolio) -2.42%
Mar 2017 – Mar 2020
-0.68%
Apr 2015 – Apr 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TGLCX (Future Scholar 529 College Savings Plan – Templeton Global Bond 529 Portfolio) 5.09%
Feb 2016 – Feb 2019
1.66%
Jan 2014 – Jan 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return