Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FQEMX (Franklin Templeton SMACS: Series EM) 62.73% 119.62% 40.47% NA NA NA NA
Data as of 06/10/2026, Common starting date is 10/20/2021
More Performance Analytics Comparison
Name Start Date End Date
FQEMX (Franklin Templeton SMACS: Series EM) 10/20/2021 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
Annualized Return (%) -14.56 119.62 40.47 NA NA NA NA 62.73 55.99 6.66 12.19 -20.68 0.32
Sharpe Ratio NA 4.18 1.70 NA NA NA NA 5.27 2.72 0.17 0.55 -1.06 0.10
Standard Deviation(%) NA 29.97 22.76 NA NA NA NA 41.38 19.65 17.50 15.58 20.96 15.58
Draw Down(%) NA 18.93 18.93 NA NA NA NA 18.93 15.71 12.11 12.94 33.70 4.27
Yield(%) 0.00 4.16 4.24 2.84 1.42 0.95 0.71 0.00 4.82 3.31 5.16 2.99 0.62
Data as of 06/10/2026, Common starting date is 10/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FQEMX (Franklin Templeton SMACS: Series EM) -1.72%
Dec 2021 – Dec 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FQEMX (Franklin Templeton SMACS: Series EM) 47.47%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return