Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGGBX (Templeton Global Balanced Fund6) | 5.75% | 20.31% | 13.35% | 4.37% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGGBX (Templeton Global Balanced Fund6) | 10/30/2017 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.29 | 20.31 | 13.35 | 4.37 | NA | NA | NA | … | … | 5.75 | 23.11 | 0.78 | 14.14 | -13.94 | -1.18 | 1.91 | 7.33 | -9.08 | 0.63 |
| Sharpe Ratio | NA | 1.77 | 1.00 | 0.16 | NA | NA | NA | … | … | 0.95 | 1.89 | -0.61 | 0.85 | -0.94 | -0.12 | 0.11 | 0.71 | -1.13 | 0.52 |
| Standard Deviation(%) | NA | 10.72 | 10.83 | 12.13 | NA | NA | NA | … | … | 12.99 | 10.94 | 9.57 | 11.72 | 16.42 | 9.94 | 15.11 | 8.34 | 9.23 | 5.74 |
| Draw Down(%) | NA | 8.45 | 11.55 | 29.16 | NA | NA | NA | … | … | 8.45 | 9.77 | 7.34 | 11.55 | 24.12 | 10.26 | 22.88 | 8.51 | 14.98 | 1.88 |
| Yield(%) | 0.00 | 7.09 | 5.49 | 3.63 | 2.80 | 1.87 | 1.40 | … | … | 2.37 | 5.04 | 5.30 | 4.16 | 2.92 | 2.45 | 2.24 | 4.68 | 4.03 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGGBX (Templeton Global Balanced Fund6) |
-6.95%
Sep 2019 – Sep 2022 |
-3.29%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGGBX (Templeton Global Balanced Fund6) |
16.16%
Sep 2022 – Sep 2025 |
6.28%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart