Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TZINX (TEMPLETON GLOBAL BALANCED FUND ADVISOR CLASS) | 8.80% | 25.07% | 14.95% | 4.96% | 4.93% | 4.61% | 5.06% | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TZINX (TEMPLETON GLOBAL BALANCED FUND ADVISOR CLASS) | 08/31/2005 | 06/04/2026 |
| 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 (%) | 0.64 | 25.07 | 14.95 | 4.96 | 4.93 | 4.61 | 5.06 | … | … | 8.80 | 27.93 | 0.70 | 14.45 | -14.26 | -1.28 | 1.75 | 7.58 | -9.16 | 12.42 | 5.49 | -1.98 | -0.42 | 17.53 | 18.70 | -5.68 | 12.83 | 27.83 | -24.89 | 7.62 | 21.61 | 1.76 |
| Sharpe Ratio | NA | 2.18 | 1.15 | 0.20 | 0.29 | NA | NA | … | … | 1.54 | 2.40 | -0.32 | 0.99 | -0.95 | -0.13 | 0.10 | 0.78 | -1.13 | 1.96 | 0.37 | -0.17 | -0.05 | 2.13 | 1.75 | -0.34 | 0.95 | 2.31 | -1.66 | 0.42 | 2.27 | 0.46 |
| Standard Deviation(%) | NA | 10.30 | 10.47 | 11.89 | 11.36 | NA | NA | … | … | 12.60 | 10.50 | 9.28 | 10.96 | 16.57 | 9.93 | 15.58 | 7.86 | 9.38 | 6.02 | 14.25 | 11.65 | 8.13 | 8.20 | 10.74 | 17.04 | 13.38 | 12.02 | 15.55 | 10.73 | 8.03 | 5.84 |
| Draw Down(%) | NA | 7.99 | 11.50 | 29.45 | 29.45 | NA | NA | … | … | 7.99 | 9.73 | 7.31 | 11.50 | 24.39 | 10.59 | 22.91 | 8.86 | 15.00 | 2.81 | 12.50 | 13.47 | 9.88 | 7.51 | 12.28 | 19.06 | 12.32 | 14.35 | 31.49 | 9.29 | 8.62 | 4.69 |
| Yield(%) | 0.00 | 6.58 | 5.31 | 3.49 | 3.53 | 3.88 | 4.22 | … | … | 1.89 | 4.98 | 5.20 | 4.05 | 2.91 | 2.33 | 2.10 | 4.55 | 3.94 | 3.05 | 1.16 | 6.59 | 5.47 | 3.55 | 5.56 | 4.60 | 3.65 | 3.40 | 7.31 | 3.19 | 4.57 | 1.34 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| TZINX (TEMPLETON GLOBAL BALANCED FUND ADVISOR CLASS) |
-7.15%
Sep 2019 – Sep 2022 |
-5.36%
Sep 2017 – Sep 2022 |
-0.05%
Oct 2013 – Oct 2023 |
1.20%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TZINX (TEMPLETON GLOBAL BALANCED FUND ADVISOR CLASS) |
17.80%
Feb 2009 – Feb 2012 |
15.77%
Feb 2009 – Feb 2014 |
8.69%
Feb 2009 – Feb 2019 |
5.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart