Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMGBX (Templeton Growth B) | NA | 29.45% | 11.70% | 1.17% | 5.15% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 08/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMGBX (Templeton Growth B) | 08/26/1999 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 29.45 | 11.70 | 1.17 | 5.15 | NA | NA | … | … | 6.45 | 20.63 | -7.05 | 6.76 | 29.82 | -43.90 | 1.31 | 20.91 | 7.60 | 16.18 | 31.81 | -10.17 | -0.17 | 1.05 | 7.58 |
| Sharpe Ratio | NA | 2.18 | 0.61 | 0.04 | 0.20 | NA | NA | … | … | 1.66 | 1.26 | -0.27 | 0.36 | 1.15 | -1.18 | -0.13 | 1.86 | 0.72 | 1.62 | 2.66 | -0.74 | -0.20 | -0.27 | 2.11 |
| Standard Deviation(%) | NA | 13.50 | 19.74 | 25.99 | 20.06 | NA | NA | … | … | 9.09 | 16.45 | 26.38 | 18.68 | 25.81 | 37.74 | 13.27 | 9.49 | 7.49 | 9.42 | 11.69 | 15.31 | 12.70 | 10.92 | 9.41 |
| Draw Down(%) | NA | 7.43 | 25.53 | 53.46 | 61.72 | NA | NA | … | … | 3.94 | 16.22 | 25.53 | 16.68 | 29.28 | 54.17 | 11.51 | 9.56 | 5.40 | 7.88 | 15.12 | 24.20 | 18.75 | 11.61 | 8.03 |
| Yield(%) | 0.00 | 0.00 | 0.57 | 0.73 | 4.32 | 3.79 | 2.84 | … | … | 0.00 | 0.00 | 0.80 | 0.70 | 1.03 | 1.55 | 7.78 | 8.63 | 7.13 | 5.13 | 2.16 | 1.46 | 1.92 | 8.40 | 6.07 |
Data as of 06/12/2013, Common starting date is 08/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMGBX (Templeton Growth B) |
-18.88%
Feb 2006 – Feb 2009 |
-7.94%
Feb 2004 – Feb 2009 |
1.87%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMGBX (Templeton Growth B) |
23.41%
Mar 2003 – Mar 2006 |
17.29%
Sep 2002 – Sep 2007 |
7.33%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart