Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Franklin Templeton No Load Mutual Funds Tactical Asset Allocation Moderate | NA | 19.46% | 13.43% | 9.51% | 7.77% | 9.49% | NA | … | … |
Data as of 05/29/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Franklin Templeton No Load Mutual Funds Tactical Asset Allocation Moderate | 12/31/2000 | 08/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 19.46 | 13.43 | 9.51 | 7.77 | 9.49 | NA | … | … | 10.90 | 21.90 | 11.88 | 11.89 | 8.70 | -8.62 | 0.20 | 14.28 | 9.62 | -1.41 | 11.58 | 31.21 | -5.85 | 16.51 | 14.90 | 9.35 | 14.31 | 31.08 | 10.04 | 5.65 |
| Sharpe Ratio | NA | 2.38 | 1.56 | 1.53 | 1.06 | NA | NA | … | … | 1.35 | 2.24 | 1.03 | 1.91 | 1.53 | -1.36 | 0.03 | 1.95 | 1.73 | -0.15 | 0.87 | 2.83 | -1.10 | 1.18 | 1.34 | 1.22 | 1.67 | 6.05 | 2.16 | 0.52 |
| Standard Deviation(%) | NA | 9.41 | 8.91 | 7.78 | 7.60 | NA | NA | … | … | 7.92 | 9.15 | 10.20 | 5.89 | 5.54 | 6.36 | 6.30 | 7.29 | 5.52 | 9.46 | 13.27 | 10.98 | 6.16 | 11.42 | 8.64 | 5.90 | 8.02 | 5.03 | 4.14 | 6.38 |
| Draw Down(%) | NA | 4.00 | 8.41 | 8.41 | 13.40 | NA | NA | … | … | 4.00 | 0.54 | 8.41 | 2.73 | 4.27 | 12.58 | 7.29 | 7.48 | 4.07 | 9.78 | 10.85 | 5.41 | 8.78 | 10.72 | 12.15 | 5.92 | 13.00 | 2.65 | 4.46 | 4.17 |
| Yield(%) | NA | 11.94 | 12.83 | 8.83 | 6.11 | NA | NA | … | … | 1.09 | 21.53 | 15.69 | 0.30 | 4.78 | 2.00 | 2.78 | 3.63 | 5.31 | 2.43 | 3.16 | 4.56 | 2.54 | 11.46 | 11.98 | 6.97 | 4.70 | 5.77 | 4.33 | 6.52 |
Data as of 05/29/2020, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Franklin Templeton No Load Mutual Funds Tactical Asset Allocation Moderate |
-0.52%
Nov 2013 – Nov 2016 |
1.57%
Apr 2011 – Apr 2016 |
6.17%
Oct 2007 – Oct 2017 |
8.49%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Franklin Templeton No Load Mutual Funds Tactical Asset Allocation Moderate |
19.38%
Jan 2003 – Jan 2006 |
18.35%
Oct 2002 – Oct 2007 |
13.79%
Apr 2001 – Apr 2011 |
10.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart