Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TINCX (TEMPLETON GLOBAL BALANCED FUND CLASS A1) | 8.00% | 24.32% | 14.43% | 4.61% | 4.66% | 4.24% | 5.07% | … | … |
Data as of 06/03/2026, Common starting date is 08/31/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TINCX (TEMPLETON GLOBAL BALANCED FUND CLASS A1) | 08/31/2005 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 24.32 | 14.43 | 4.61 | 4.66 | 4.24 | 5.07 | … | … | 8.00 | 27.69 | 0.46 | 13.72 | -14.23 | -1.53 | 1.48 | 7.31 | -9.46 | 12.19 | 5.24 | -2.23 | -0.70 | 17.32 | 18.00 | -5.61 | 14.64 | 28.24 | -24.69 | 10.42 | 21.32 | 0.71 |
| Sharpe Ratio | NA | 2.11 | 1.09 | 0.17 | 0.26 | NA | NA | … | … | 1.38 | 2.38 | -0.33 | 0.88 | -0.97 | -0.15 | 0.08 | 0.75 | -1.19 | 1.98 | 0.34 | -0.19 | -0.09 | 2.06 | 1.68 | -0.33 | 1.03 | 2.35 | -1.65 | 0.70 | 2.23 | -0.09 |
| Standard Deviation(%) | NA | 10.48 | 10.71 | 11.98 | 11.35 | NA | NA | … | … | 13.16 | 10.45 | 9.45 | 11.53 | 16.22 | 10.09 | 15.25 | 7.77 | 9.17 | 5.85 | 14.59 | 11.67 | 8.38 | 8.41 | 10.75 | 17.11 | 14.08 | 11.97 | 15.49 | 10.38 | 8.07 | 5.88 |
| Draw Down(%) | NA | 8.08 | 11.62 | 29.28 | 29.47 | NA | NA | … | … | 8.08 | 9.77 | 7.34 | 11.62 | 24.30 | 10.42 | 22.71 | 8.95 | 15.29 | 2.82 | 12.54 | 13.63 | 9.96 | 7.59 | 11.97 | 18.91 | 12.68 | 13.95 | 31.25 | 9.32 | 9.04 | 4.69 |
| Yield(%) | 0.00 | 6.17 | 5.01 | 3.26 | 3.29 | 3.61 | 4.28 | … | … | 1.76 | 4.66 | 4.98 | 3.81 | 2.63 | 2.09 | 1.86 | 4.28 | 3.68 | 2.81 | 0.91 | 6.38 | 5.20 | 3.32 | 5.29 | 4.32 | 5.67 | 3.22 | 7.75 | 5.89 | 4.69 | 0.32 |
Data as of 06/03/2026, Common starting date is 08/31/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TINCX (TEMPLETON GLOBAL BALANCED FUND CLASS A1) |
-7.29%
Sep 2019 – Sep 2022 |
-5.56%
Sep 2017 – Sep 2022 |
-0.33%
Oct 2013 – Oct 2023 |
1.30%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TINCX (TEMPLETON GLOBAL BALANCED FUND CLASS A1) |
18.46%
Feb 2009 – Feb 2012 |
16.06%
Feb 2009 – Feb 2014 |
8.68%
Feb 2009 – Feb 2019 |
5.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart