Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGLOX (Templeton Global Bond 529 Port E) | NA | -4.11% | -1.24% | 1.80% | NA | NA | NA | 0.67% |
Data as of 01/12/2021, AR inception is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGLOX (Templeton Global Bond 529 Port E) | 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 | -4.11 | -1.24 | 1.80 | NA | NA | NA | 0.67 | 0.00 | -4.70 | 0.70 | 1.60 | 2.45 | 6.48 | -4.08 | 2.37 | 0.29 |
| Sharpe Ratio | NA | -1.14 | -0.43 | 0.15 | NA | NA | NA | 0.02 | 0.00 | -1.27 | -0.14 | 0.04 | 0.26 | 0.56 | -0.50 | 0.51 | 0.35 |
| Standard Deviation(%) | NA | 3.85 | 5.12 | 7.13 | NA | NA | NA | 6.95 | NA | 3.87 | 5.15 | 6.26 | 7.08 | 11.25 | 8.24 | 4.59 | 4.27 |
| Draw Down(%) | NA | 5.49 | 9.13 | 9.13 | NA | NA | NA | 13.57 | 0.00 | 5.65 | 6.28 | 5.45 | 3.96 | 6.96 | 10.24 | 4.40 | 1.71 |
| 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 |
|---|---|---|---|---|
| TGLOX (Templeton Global Bond 529 Port E) |
-1.45%
Sep 2017 - Sep 2020 |
0.16%
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 |
|---|---|---|---|---|
| TGLOX (Templeton Global Bond 529 Port E) |
6.00%
Feb 2016 - Feb 2019 |
2.64%
Jan 2014 - Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart