Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCWRX (TEMPLETON CHINA WORLD FUND CLASS R6) | NA | 10.29% | -19.57% | -7.14% | 0.46% | NA | NA | … | … |
Data as of 10/25/2024, Common starting date is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCWRX (TEMPLETON CHINA WORLD FUND CLASS R6) | 06/27/2013 | 10/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 10.29 | -19.57 | -7.14 | 0.46 | NA | NA | … | … | 15.41 | -23.10 | -31.49 | -21.80 | 34.60 | 17.44 | -7.57 | 34.44 | 5.11 | -11.01 | 17.51 | 10.95 |
| Sharpe Ratio | NA | 0.14 | -0.70 | -0.30 | -0.04 | NA | NA | … | … | 0.44 | -1.06 | -0.74 | -0.73 | 1.17 | 1.08 | -0.48 | 3.28 | 0.30 | -0.57 | 0.82 | 1.64 |
| Standard Deviation(%) | NA | 26.01 | 33.57 | 31.75 | 25.81 | NA | NA | … | … | 26.73 | 25.97 | 44.78 | 29.87 | 29.22 | 14.82 | 18.54 | 10.34 | 16.08 | 19.24 | 21.38 | 13.73 |
| Draw Down(%) | NA | 20.86 | 60.06 | 70.49 | 70.49 | NA | NA | … | … | 15.35 | 38.54 | 51.92 | 38.92 | 23.86 | 13.92 | 19.53 | 6.61 | 13.16 | 30.40 | 12.23 | 6.06 |
| Yield(%) | 0.93 | 1.74 | 1.40 | 8.82 | 9.51 | 6.92 | 5.19 | … | … | 1.12 | 0.55 | 0.71 | 2.60 | 24.76 | 19.41 | 12.84 | 15.31 | 14.72 | 23.34 | 26.53 | 6.83 |
Data as of 10/25/2024, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCWRX (TEMPLETON CHINA WORLD FUND CLASS R6) |
-30.24%
Jan 2021 – Jan 2024 |
-11.46%
Jan 2019 – Jan 2024 |
-1.83%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCWRX (TEMPLETON CHINA WORLD FUND CLASS R6) |
17.05%
Feb 2016 – Feb 2019 |
19.68%
Jan 2016 – Jan 2021 |
1.99%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart