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TCWAX: TEMPLETON CHINA WORLD FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | China Region |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/23/1993 |
| Last Dividend Date: | 10/23/2024 |
| 12-Mo. Yield | 0.69% |
| Expenses | 1.60% |
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Performance Analytics (As of 10/25/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/23/1993 |
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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 9.9 | -19.9 | -7.5 | -1.7 | -0.1 | 4.2 | 3.9 | 15.1 | -23.4 | -31.8 | -22.1 | 34.1 | 16.9 | -8.0 | 33.8 | 4.6 | -11.5 | -1.3 | -2.0 | 16.7 | -13.5 | 17.9 | 63.9 | -44.8 | 44.1 | 40.9 | 17.6 | 11.9 | 67.8 | 16.9 | -1.4 | -11.6 | 39.0 | -19.9 | -35.6 | 36.4 | 6.9 | -36.6 | 21.6 |
| Sharpe Ratio | NA | 0.12 | -0.71 | -0.31 | -0.13 | NA | NA | 0.07 | 0.43 | -1.07 | -0.74 | -0.74 | 1.15 | 1.04 | -0.5 | 3.22 | 0.27 | -0.6 | -0.12 | -0.14 | 1.09 | -0.55 | 0.93 | 2.35 | -0.99 | 1.73 | 2.76 | 1.6 | 0.59 | 4.19 | 1.06 | -0.11 | -0.33 | 0.63 | -0.35 | -0.52 | 1.13 | 0.11 | -1.55 | NA |
| Draw Down(%) | NA | 20.9 | 60.5 | 70.9 | 70.9 | NA | NA | 70.9 | 15.4 | 38.8 | 52.0 | 39.1 | 23.9 | 14.1 | 19.8 | 6.6 | 13.1 | 30.6 | 12.3 | 17.2 | 15.7 | 27.2 | 16.0 | 17.5 | 58.4 | 20.1 | 14.4 | 7.4 | 21.2 | 5.1 | 15.5 | 28.0 | 36.9 | 25.5 | 42.3 | 54.7 | 10.7 | 15.9 | 38.9 | NA |
| Standard Deviation(%) | NA | 26.0 | 33.6 | 31.8 | 25.2 | NA | NA | 32.1 | 26.8 | 26.0 | 44.9 | 29.9 | 29.2 | 14.9 | 18.6 | 10.4 | 16.1 | 19.3 | 11.6 | 14.2 | 15.4 | 24.4 | 19.1 | 27.1 | 45.9 | 23.8 | 13.7 | 9.7 | 18.5 | 16.0 | 14.9 | 35.1 | 47.7 | 56.8 | 66.7 | 74.8 | 28.8 | 28.7 | 25.5 | NA |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | -0.62 | NA | NA | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.69 | -1.82 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Alpha | NA | NA | NA | NA | 0.0 | NA | NA | 0.03 | NA | NA | NA | NA | NA | 0.06 | -0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | NA | NA | NA | 0.05 | NA | NA | 0.05 | NA | NA | NA | NA | NA | 0.06 | 0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| Yield(%) | N/A | 0.7 | 1.3 | 8.7 | 8.0 | 6.4 | 10.7 | N/A | 0.7 | 0.1 | 0.7 | 2.6 | 24.9 | 19.0 | 12.6 | 14.5 | 14.1 | 22.9 | 12.9 | 5.4 | 2.4 | 1.4 | 1.2 | 1.9 | 7.6 | 7.3 | 1.1 | 1.6 | 0.0 | 4.6 | 2.1 | 1.8 | 0.8 | 2.6 | 2.0 | 1.6 | 2.2 | 2.7 | 1.0 | 0.4 |
| Dividend Growth(%) | N/A | -47.6 | -93.9 | -59.3 | 161.7 | 270.1 | N/A | N/A | 625.8 | -93.7 | -79.4 | -88.9 | 34.6 | 13.9 | 5.0 | -3.6 | -60.9 | 52.8 | 113.5 | 159.4 | 48.0 | 32.9 | 0.5 | -87.3 | 38.8 | 809.9 | -17.4 | N/A | -100.0 | 153.0 | 13.6 | 85.3 | -56.4 | 3.8 | -19.2 | -5.5 | -15.4 | 66.7 | 225.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/23/1993
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