Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TZEMX (TEMPLETON EMERGING MARKETS BALANCED FUND ADVISOR CLASS) | NA | 5.50% | 5.24% | 2.12% | NA | NA | NA | 2.58% |
Data as of 10/11/2019, AR inception is 12/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TZEMX (TEMPLETON EMERGING MARKETS BALANCED FUND ADVISOR CLASS) | 12/14/2011 | 10/11/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.50 | 5.24 | 2.12 | NA | NA | NA | 2.58 | 4.98 | -12.15 | 28.59 | 13.92 | -14.19 | -4.83 | -8.87 | 17.50 | 1.16 |
| Sharpe Ratio | NA | 0.38 | 0.43 | 0.15 | NA | NA | NA | 0.18 | 0.51 | -1.18 | 3.83 | 1.09 | -1.27 | -0.58 | -0.87 | 1.44 | 2.26 |
| Standard Deviation(%) | NA | 10.44 | 9.73 | 10.63 | NA | NA | NA | 10.57 | 9.61 | 11.47 | 7.34 | 12.50 | 11.24 | 8.36 | 10.26 | 12.18 | 13.38 |
| Draw Down(%) | NA | 9.10 | 18.91 | 25.96 | NA | NA | NA | 33.60 | 9.10 | 18.91 | 3.24 | 8.49 | 21.89 | 13.57 | 17.15 | 14.61 | 1.55 |
| Yield(%) | 0.00 | 4.29 | 4.47 | 3.19 | 2.51 | 1.68 | 1.26 | 3.59 | 2.88 | 5.20 | 3.68 | 1.03 | 0.93 | 3.84 | 3.02 | 4.23 | 0.18 |
Data as of 10/11/2019, AR inception is 12/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TZEMX (TEMPLETON EMERGING MARKETS BALANCED FUND ADVISOR CLASS) |
-10.93%
Jan 2013 - Jan 2016 |
-1.35%
Feb 2012 - Feb 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TZEMX (TEMPLETON EMERGING MARKETS BALANCED FUND ADVISOR CLASS) |
12.87%
Feb 2016 - Feb 2019 |
3.47%
Jan 2014 - Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart