Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEMFX (Templeton Emerging Markets) | 45.54% | 88.92% | 34.36% | 11.84% | 14.01% | 5.72% | 5.13% | … | … |
Data as of 06/03/2026, Common starting date is 03/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEMFX (Templeton Emerging Markets) | 03/05/1999 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.47 | 88.92 | 34.36 | 11.84 | 14.01 | 5.72 | 5.13 | … | … | 45.54 | 46.77 | 7.61 | 13.47 | -22.71 | -5.45 | 16.66 | 26.41 | -15.61 | 41.78 | 24.35 | -33.91 | -0.60 | -7.84 | 13.07 | -20.72 | 22.02 | 105.45 | -62.94 | 40.59 | -1.29 | 15.41 | 23.77 | 50.12 | -0.80 | -8.30 | -31.90 | 58.14 |
| Sharpe Ratio | NA | 3.75 | 1.59 | 0.42 | 0.61 | NA | NA | … | … | 4.52 | 2.46 | 0.25 | 0.61 | -0.85 | -0.30 | 0.51 | 1.97 | -1.01 | 4.15 | 1.44 | -1.64 | -0.05 | -0.54 | 0.88 | -0.81 | 1.06 | 3.33 | -1.36 | 1.60 | -0.19 | 0.96 | 1.77 | 4.26 | -0.14 | -0.63 | -1.99 | 4.26 |
| Standard Deviation(%) | NA | 21.17 | 18.73 | 20.77 | 20.03 | NA | NA | … | … | 28.20 | 17.92 | 16.24 | 16.35 | 28.38 | 18.18 | 32.06 | 12.69 | 16.86 | 9.95 | 16.81 | 20.65 | 11.90 | 14.67 | 14.92 | 25.52 | 20.68 | 31.68 | 46.97 | 23.46 | 25.32 | 13.75 | 12.86 | 11.60 | 13.98 | 17.29 | 18.12 | 16.53 |
| Draw Down(%) | NA | 15.44 | 15.44 | 42.84 | 45.06 | NA | NA | … | … | 15.44 | 15.25 | 10.31 | 12.65 | 35.98 | 20.44 | 36.07 | 10.45 | 24.40 | 5.80 | 11.68 | 40.43 | 19.31 | 18.78 | 19.99 | 30.42 | 20.89 | 24.23 | 65.66 | 18.47 | 22.97 | 12.74 | 16.16 | 9.72 | 23.39 | 27.62 | 38.07 | 18.69 |
| Yield(%) | 0.00 | 10.55 | 7.67 | 4.92 | 7.07 | 3.32 | 2.94 | … | … | 1.14 | 11.77 | 3.84 | 5.77 | 6.29 | 5.54 | 2.68 | 7.80 | 4.16 | 7.99 | 0.00 | 0.00 | 6.65 | 7.73 | 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 06/03/2026, Common starting date is 03/05/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEMFX (Templeton Emerging Markets) |
-25.11%
Feb 2006 – Feb 2009 |
-11.83%
Jan 2011 – Jan 2016 |
-4.86%
Jan 2006 – Jan 2016 |
-2.89%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEMFX (Templeton Emerging Markets) |
37.17%
Feb 2009 – Feb 2012 |
27.84%
Oct 2002 – Oct 2007 |
13.92%
May 2016 – May 2026 |
7.23%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart