Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XTDFX (Templeton Dragon) | 1.89% | 19.17% | 8.90% | -7.92% | 3.36% | 0.07% | 2.08% | … | … |
Data as of 06/03/2026, Common starting date is 03/05/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XTDFX (Templeton Dragon) | 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 (%) | -0.23 | 19.17 | 8.90 | -7.92 | 3.36 | 0.07 | 2.08 | … | … | 1.89 | 29.66 | 11.46 | -21.11 | -29.71 | -16.13 | 42.67 | 26.50 | -14.61 | 38.22 | -7.04 | -22.16 | 8.26 | -3.51 | 12.00 | -16.20 | 15.15 | 53.54 | -45.90 | 28.87 | 23.62 | 16.64 | 12.45 | 70.81 | 10.32 | -11.00 | -22.27 | 37.24 |
| Sharpe Ratio | NA | 0.85 | 0.25 | -0.40 | 0.08 | NA | NA | … | … | -0.01 | 1.32 | 0.33 | -1.14 | -0.87 | -0.51 | 1.52 | 1.61 | -0.84 | 4.01 | -0.42 | -0.90 | 0.72 | -0.26 | 0.84 | -0.70 | 0.85 | 2.14 | -1.10 | 1.09 | 1.40 | 1.32 | 0.62 | 4.33 | 0.58 | -0.56 | -1.12 | 1.93 |
| Standard Deviation(%) | NA | 18.24 | 21.76 | 26.82 | 23.57 | NA | NA | … | … | 21.38 | 20.42 | 23.73 | 21.85 | 35.78 | 31.85 | 27.86 | 15.58 | 19.07 | 9.41 | 17.25 | 24.70 | 11.44 | 13.48 | 14.28 | 23.22 | 17.73 | 24.98 | 42.40 | 23.64 | 14.54 | 10.89 | 18.62 | 16.18 | 15.92 | 24.42 | 23.70 | 22.29 |
| Draw Down(%) | NA | 12.13 | 27.74 | 60.90 | 65.86 | NA | NA | … | … | 12.13 | 18.50 | 18.22 | 35.65 | 46.61 | 33.49 | 20.84 | 13.64 | 25.19 | 7.06 | 15.43 | 38.24 | 9.51 | 15.79 | 13.89 | 27.22 | 15.08 | 15.91 | 58.08 | 22.16 | 14.14 | 7.70 | 21.37 | 5.57 | 17.79 | 34.66 | 29.66 | 23.50 |
| Yield(%) | 0.00 | 3.51 | 1.91 | 3.35 | 8.02 | 4.31 | 4.83 | … | … | 0.75 | 3.93 | 1.26 | 0.00 | 7.00 | 9.64 | 25.92 | 11.24 | 8.44 | 8.93 | 0.00 | 0.00 | 15.23 | 5.23 | 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 |
|---|---|---|---|---|
| XTDFX (Templeton Dragon) |
-27.01%
Jan 2021 – Jan 2024 |
-8.45%
Mar 2021 – Mar 2026 |
-3.51%
Apr 2015 – Apr 2025 |
-4.18%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTDFX (Templeton Dragon) |
34.01%
Oct 2004 – Oct 2007 |
35.10%
Oct 2002 – Oct 2007 |
13.72%
Jul 2001 – Jul 2011 |
8.82%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart