Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCGBX (TEMPLETON GLOBAL BALANCED FUND CLASS C) | 5.98% | 20.17% | 12.65% | 3.46% | 3.58% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCGBX (TEMPLETON GLOBAL BALANCED FUND CLASS C) | 09/14/2011 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | 20.17 | 12.65 | 3.46 | 3.58 | NA | NA | … | … | 5.98 | 26.79 | -0.31 | 12.93 | -14.63 | -2.33 | 0.67 | 6.57 | -10.21 | 11.04 | 5.00 | -3.32 | -1.03 | 16.08 | 17.29 | 2.21 |
| Sharpe Ratio | NA | 1.71 | 0.92 | 0.08 | 0.18 | NA | NA | … | … | 0.94 | 2.30 | -0.40 | 0.82 | -0.99 | -0.23 | 0.03 | 0.64 | -1.28 | 1.69 | 0.33 | -0.29 | -0.13 | 1.94 | 1.60 | 0.38 |
| Standard Deviation(%) | NA | 10.50 | 10.70 | 12.02 | 11.41 | NA | NA | … | … | 12.73 | 10.45 | 9.71 | 11.37 | 16.31 | 10.20 | 15.40 | 8.02 | 9.12 | 6.18 | 14.46 | 11.73 | 8.31 | 8.26 | 10.88 | 19.97 |
| Draw Down(%) | NA | 8.54 | 11.82 | 30.00 | 31.70 | NA | NA | … | … | 8.54 | 9.45 | 7.75 | 11.82 | 24.56 | 10.89 | 23.04 | 9.17 | 15.78 | 2.85 | 12.64 | 13.72 | 9.89 | 7.38 | 12.32 | 10.58 |
| Yield(%) | 0.00 | 5.62 | 4.34 | 2.69 | 2.55 | 3.38 | 2.53 | … | … | 2.05 | 3.76 | 4.23 | 3.00 | 1.99 | 1.29 | 1.17 | 3.55 | 2.98 | 2.01 | 0.29 | 5.64 | 4.58 | 2.84 | 4.63 | 2.93 |
Data as of 06/08/2026, Common starting date is 09/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCGBX (TEMPLETON GLOBAL BALANCED FUND CLASS C) |
-7.95%
Sep 2019 – Sep 2022 |
-6.26%
Sep 2017 – Sep 2022 |
-1.06%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCGBX (TEMPLETON GLOBAL BALANCED FUND CLASS C) |
14.97%
Sep 2022 – Sep 2025 |
7.77%
May 2012 – May 2017 |
4.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart