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ISIN
US8801991048
CUSIP
880199104
Inception Date
Nov 28, 1954
Min. Investment
$1,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

TEPLX Performance Chart

Templeton Growth Fund, Inc. (TEPLX) is up 3.5% since the beginning of the year. TEPLX is currently trading at $29 per share. Investors who bought $1,000 worth of TEPLX shares 5 years ago would now be looking at an investment worth $1,401.


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S&P 500 Index

Returns By Period

Templeton Growth Fund, Inc. (TEPLX) has returned 3.54% so far this year and 17.08% over the past 12 months. Over the last ten years, TEPLX has returned 7.55% per year, falling short of the S&P 500 Index benchmark, which averaged 13.61% annually.


Templeton Growth Fund, Inc.

1D
-0.17%
1M
1.46%
YTD
3.54%
6M
6.06%
1Y
17.08%
3Y*
13.04%
5Y*
6.98%
10Y*
7.55%

Benchmark (S&P 500 Index)

1D
-1.21%
1M
0.23%
YTD
8.39%
6M
10.39%
1Y
24.03%
3Y*
18.94%
5Y*
12.24%
10Y*
13.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TEPLX Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 1990, TEPLX's average daily return is +0.03%, while the average monthly return is +0.69%. At this rate, an investment would double in approximately 8.4 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +12.7%, while the worst month was Oct 2008 at -19.9%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, TEPLX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +11.9%, while the worst single day was Oct 15, 2008 at -9.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.80%0.55%-8.63%8.14%1.87%-0.48%3.54%
20253.63%0.77%-3.11%-0.04%6.72%5.24%0.94%1.30%2.76%2.18%0.00%1.18%23.40%
2024-1.76%3.90%4.87%-3.44%4.20%-1.27%1.44%1.92%-0.36%-2.75%2.98%-3.91%5.41%
20238.61%-2.07%3.04%1.79%-3.98%5.02%4.12%-3.36%-4.22%-2.59%8.11%5.96%20.98%
2022-2.62%-0.63%0.42%-6.57%3.11%-9.58%4.84%-5.54%-8.01%8.55%9.49%-3.66%-11.71%
2021-2.62%4.39%2.33%3.46%2.08%-2.43%-0.12%0.08%-2.96%1.47%-4.85%4.73%5.13%

Benchmark Metrics

Templeton Growth Fund, Inc. has an annualized alpha of 1.44%, beta of 0.69, and R2 of 0.64 versus S&P 500 Index. Calculated based on daily prices since January 02, 1990.

  • This fund participated in 93.19% of S&P 500 Index downside but only 87.36% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.69 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
1.44%
Beta
0.69
0.64
Upside Capture
87.36%
Downside Capture
93.19%

Expense Ratio

TEPLX has a high expense ratio of 1.05%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

TEPLX ranks 18 for risk / return — in the bottom 18% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


TEPLX Risk / Return Rank: 1818
Overall Rank
TEPLX Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
TEPLX Sortino Ratio Rank: 1616
Sortino Ratio Rank
TEPLX Omega Ratio Rank: 1717
Omega Ratio Rank
TEPLX Calmar Ratio Rank: 1616
Calmar Ratio Rank
TEPLX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Templeton Growth Fund, Inc. (TEPLX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TEPLXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.84

Sortino ratioReturn per unit of downside risk

-1.06

Omega ratioGain probability vs. loss probability

1.21

1.35

-0.15

Calmar ratioReturn relative to maximum drawdown

1.31

2.65

-1.35

Martin ratioReturn relative to average drawdown

5.25

11.88

-6.63

Dividends

Dividend History

Templeton Growth Fund, Inc. provided a 13.90% dividend yield over the last twelve months, with an annual payout of $4.06 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%5.00%10.00%15.00%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$4.06$4.06$0.78$0.29$0.19$0.42$0.23$1.22$2.67$0.49$0.34$0.36

Dividend yield

13.90%14.39%2.97%1.13%0.91%1.70%0.98%5.40%12.87%1.79%1.43%1.63%

Monthly Dividends

The table displays the monthly dividend distributions for Templeton Growth Fund, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.06$4.06
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.78$0.78
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.29
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.19$0.19
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.42$0.42

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Templeton Growth Fund, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Templeton Growth Fund, Inc. was 61.23%, occurring on Mar 9, 2009. Recovery took 1135 trading sessions.

The current Templeton Growth Fund, Inc. drawdown is 1.08%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-61.23%Mar 2009
1y 7mo4y 6mo
6y 1moJul 2007 - Sep 2013
COVID crash2020
-35.80%Mar 2020
2y 1mo11mo 8d
3y 27dJan 2018 - Feb 2021
2016 bear market2016
-26.76%Feb 2016
1y 7mo1y 1mo
2y 8moJul 2014 - Mar 2017
Bear market2022
-26.64%Sep 2022
1y 3mo1y 2mo
2y 6moJun 2021 - Dec 2023
2003 bear market2003
-24.64%Mar 2003
9mo 18d5mo 25d
1y 3moMay 2002 - Sep 2003

Drawdown Indicators


TEPLXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-61.23%

-56.78%

-4.45%

Max Drawdown (1Y)

Largest decline over 1 year

-12.33%

-9.10%

-3.23%

Max Drawdown (3Y)

Largest decline over 3 years

-14.78%

-18.90%

+4.12%

Max Drawdown (5Y)

Largest decline over 5 years

-25.38%

-25.43%

+0.05%

Max Drawdown (10Y)

Largest decline over 10 years

-35.80%

-33.92%

-1.88%

Current Drawdown

Current decline from peak

-1.08%

-2.49%

+1.41%

Average Drawdown

Average peak-to-trough decline

-9.12%

-10.72%

+1.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.06%

2.03%

+1.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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