Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XGIMX (Templeton Global Income) | NA | 1.91% | -4.14% | -3.58% | -2.16% | -0.63% | -0.98% | -0.17% |
Data as of 12/29/2023, AR inception is 03/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XGIMX (Templeton Global Income) | 03/05/1999 | 12/29/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.46 | 1.91 | -4.14 | -3.58 | -2.16 | -0.63 | -0.98 | -0.17 | -7.31 | -13.05 | -5.44 | -6.55 | 1.59 | 1.54 | 0.47 | 1.24 | -9.20 | 2.59 | 0.58 | 5.46 | -13.03 | 6.80 | 14.73 | -8.49 | -0.45 | 3.86 | -11.41 | 7.35 | 15.72 | 10.70 | -1.12 | -3.36 | -3.88 |
| Sharpe Ratio | NA | -1.18 | -1.18 | -1.05 | -0.60 | NA | NA | -0.24 | -1.18 | -1.37 | -1.08 | -1.83 | 0.04 | 0.04 | -0.02 | 0.10 | -1.11 | 0.51 | 0.09 | 0.59 | -1.07 | 0.66 | 1.75 | -0.68 | -0.41 | 0.09 | -1.80 | 0.73 | 1.76 | 1.65 | -0.54 | -1.25 | -1.69 |
| Standard Deviation(%) | NA | 9.86 | 8.82 | 7.36 | 7.43 | NA | NA | 8.14 | 9.88 | 10.55 | 5.08 | 3.69 | 4.90 | 6.15 | 6.83 | 10.12 | 8.34 | 5.06 | 6.08 | 9.31 | 12.23 | 10.13 | 8.37 | 13.72 | 8.41 | 6.92 | 7.53 | 8.81 | 8.55 | 5.82 | 6.55 | 5.95 | 4.68 |
| Draw Down(%) | NA | 15.27 | 26.57 | 33.69 | 37.00 | NA | NA | 41.57 | 15.27 | 21.99 | 6.64 | 7.21 | 5.71 | 5.91 | 4.18 | 7.03 | 12.68 | 5.48 | 10.01 | 9.42 | 17.56 | 8.33 | 10.44 | 17.39 | 9.87 | 5.46 | 12.01 | 9.12 | 10.04 | 2.99 | 8.30 | 9.92 | 7.40 |
| Yield(%) | 0.00 | 9.18 | 5.91 | 4.79 | 3.34 | 2.89 | 1.96 | 1.93 | 9.26 | 5.98 | 5.37 | 3.27 | 5.42 | 4.37 | 1.70 | 0.00 | 0.31 | 7.92 | 7.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.24 | 0.00 | 0.00 |
Data as of 12/29/2023, AR inception is 03/05/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGIMX (Templeton Global Income) |
-9.36%
Sep 2019 - Sep 2022 |
-5.74%
Sep 2017 - Sep 2022 |
-3.48%
Oct 2012 - Oct 2022 |
-2.48%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGIMX (Templeton Global Income) |
11.20%
Dec 2001 - Dec 2004 |
5.87%
May 2001 - May 2006 |
4.36%
Oct 2000 - Oct 2010 |
2.01%
May 2000 - May 2015 |
Annualized Rolling Returns Comparison Chart