Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAGBX (TEMPLETON GLOBAL BALANCED FUND CLASS A) | 7.06% | 21.86% | 13.79% | 4.44% | 4.43% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/30/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAGBX (TEMPLETON GLOBAL BALANCED FUND CLASS A) | 11/30/2011 | 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 | 21.86 | 13.79 | 4.44 | 4.43 | NA | NA | … | … | 7.06 | 28.24 | 0.05 | 14.23 | -14.29 | -1.54 | 1.47 | 6.94 | -9.45 | 12.20 | 5.62 | -2.57 | -0.69 | 17.36 | 17.63 | -2.68 |
| Sharpe Ratio | NA | 1.98 | 1.05 | 0.16 | 0.26 | NA | NA | … | … | 1.25 | 2.44 | -0.37 | 0.94 | -0.96 | -0.15 | 0.08 | 0.67 | -1.21 | 1.97 | 0.38 | -0.23 | -0.08 | 2.07 | 1.64 | -1.90 |
| Standard Deviation(%) | NA | 10.37 | 10.63 | 12.03 | 11.41 | NA | NA | … | … | 12.47 | 10.45 | 9.68 | 11.30 | 16.41 | 10.14 | 15.63 | 8.12 | 9.00 | 5.90 | 14.27 | 11.37 | 8.44 | 8.36 | 10.80 | 14.65 |
| Draw Down(%) | NA | 7.78 | 11.67 | 29.62 | 29.62 | NA | NA | … | … | 7.78 | 9.41 | 7.36 | 11.67 | 24.67 | 10.42 | 23.06 | 8.95 | 15.03 | 2.53 | 12.23 | 13.63 | 9.96 | 7.59 | 11.97 | 6.44 |
| Yield(%) | 0.00 | 6.59 | 5.15 | 3.35 | 3.29 | 3.83 | 2.87 | … | … | 2.21 | 4.68 | 4.98 | 3.81 | 2.63 | 2.09 | 1.86 | 4.28 | 3.68 | 2.81 | 0.91 | 6.38 | 5.20 | 3.36 | 4.94 | 0.00 |
Data as of 06/08/2026, Common starting date is 11/30/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAGBX (TEMPLETON GLOBAL BALANCED FUND CLASS A) |
-7.44%
Sep 2019 – Sep 2022 |
-5.65%
Sep 2017 – Sep 2022 |
-0.32%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAGBX (TEMPLETON GLOBAL BALANCED FUND CLASS A) |
15.98%
Sep 2022 – Sep 2025 |
8.57%
May 2012 – May 2017 |
5.35%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart