Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TGTRX (TEMPLETON GLOBAL TOTAL RETURN FUND CLASS A) | 12.51% | 8.66% | 3.57% | -1.73% | -0.64% | 1.28% | NA | 3.52% |
Data as of 07/29/2025, AR inception is 11/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TGTRX (TEMPLETON GLOBAL TOTAL RETURN FUND CLASS A) | 11/18/2008 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | 8.66 | 3.57 | -1.73 | -0.64 | 1.28 | NA | 3.52 | 12.51 | -6.86 | 6.05 | -12.52 | -5.40 | -5.83 | 1.76 | 1.69 | 0.79 | 8.16 | -4.89 | 0.38 | 3.56 | 19.04 | -1.07 | 14.67 | 21.53 | 9.68 |
| Sharpe Ratio | NA | 0.77 | 0.15 | -0.41 | -0.24 | NA | NA | 0.33 | 2.75 | -1.54 | 0.18 | -1.23 | -0.97 | -1.35 | 0.07 | 0.06 | 0.02 | 0.72 | -0.64 | 0.08 | 0.71 | 3.33 | -0.14 | 1.81 | 2.85 | 9.18 |
| Standard Deviation(%) | NA | 8.62 | 9.67 | 8.75 | 8.20 | NA | NA | 7.65 | 8.00 | 8.72 | 10.24 | 11.36 | 5.56 | 4.47 | 4.75 | 6.23 | 7.17 | 11.00 | 7.69 | 4.53 | 4.98 | 5.76 | 7.80 | 8.07 | 7.52 | 13.42 |
| Draw Down(%) | NA | 11.59 | 13.79 | 27.92 | 33.67 | NA | NA | 33.67 | 4.01 | 11.30 | 10.42 | 24.12 | 7.62 | 7.30 | 5.53 | 5.54 | 4.95 | 7.53 | 10.55 | 4.93 | 8.10 | 7.59 | 10.83 | 7.32 | 12.44 | 3.30 |
| Yield(%) | 0.00 | 6.32 | 5.82 | 4.92 | 4.13 | 4.67 | 5.12 | 6.40 | 3.26 | 6.95 | 5.81 | 5.99 | 6.96 | 4.16 | 6.37 | 5.08 | 3.27 | 2.67 | 3.71 | 7.35 | 4.49 | 7.38 | 5.73 | 4.13 | 4.26 | 3.76 |
Data as of 07/29/2025, AR inception is 11/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGTRX (TEMPLETON GLOBAL TOTAL RETURN FUND CLASS A) |
-10.74%
Oct 2019 - Oct 2022 |
-6.56%
Sep 2017 - Sep 2022 |
-2.13%
Oct 2012 - Oct 2022 |
0.86%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TGTRX (TEMPLETON GLOBAL TOTAL RETURN FUND CLASS A) |
17.69%
Feb 2009 - Feb 2012 |
12.86%
Feb 2009 - Feb 2014 |
7.33%
Feb 2009 - Feb 2019 |
3.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart