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MAWIX vs. TPINX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MAWIX vs. TPINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Strategic Global Bond Fund (MAWIX) and Templeton Global Bond Fund (TPINX). The values are adjusted to include any dividend payments, if applicable.

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MAWIX vs. TPINX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MAWIX
BlackRock Strategic Global Bond Fund
-2.25%8.49%0.43%6.58%-15.37%-1.07%9.05%8.35%-0.81%7.31%
TPINX
Templeton Global Bond Fund
-2.00%15.02%-11.95%2.45%-6.17%-5.06%-4.41%0.63%1.26%2.36%

Returns By Period

In the year-to-date period, MAWIX achieves a -2.25% return, which is significantly lower than TPINX's -2.00% return. Over the past 10 years, MAWIX has outperformed TPINX with an annualized return of 1.76%, while TPINX has yielded a comparatively lower -0.40% annualized return.


MAWIX

1D
0.00%
1M
-4.39%
YTD
-2.25%
6M
-1.69%
1Y
4.18%
3Y*
3.66%
5Y*
-0.71%
10Y*
1.76%

TPINX

1D
-0.14%
1M
-6.21%
YTD
-2.00%
6M
-1.56%
1Y
8.38%
3Y*
-0.04%
5Y*
-1.40%
10Y*
-0.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MAWIX vs. TPINX - Expense Ratio Comparison

MAWIX has a 0.57% expense ratio, which is lower than TPINX's 0.94% expense ratio.


Return for Risk

MAWIX vs. TPINX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MAWIX
MAWIX Risk / Return Rank: 4545
Overall Rank
MAWIX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
MAWIX Sortino Ratio Rank: 4949
Sortino Ratio Rank
MAWIX Omega Ratio Rank: 3838
Omega Ratio Rank
MAWIX Calmar Ratio Rank: 4242
Calmar Ratio Rank
MAWIX Martin Ratio Rank: 4545
Martin Ratio Rank

TPINX
TPINX Risk / Return Rank: 6262
Overall Rank
TPINX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
TPINX Sortino Ratio Rank: 6565
Sortino Ratio Rank
TPINX Omega Ratio Rank: 5252
Omega Ratio Rank
TPINX Calmar Ratio Rank: 6161
Calmar Ratio Rank
TPINX Martin Ratio Rank: 6464
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.

MAWIX vs. TPINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Strategic Global Bond Fund (MAWIX) and Templeton Global Bond Fund (TPINX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


MAWIXTPINXDifference

Sharpe ratio

Return per unit of total volatility

0.97

1.16

-0.18

Sortino ratio

Return per unit of downside risk

1.38

1.62

-0.24

Omega ratio

Gain probability vs. loss probability

1.17

1.21

-0.03

Calmar ratio

Return relative to maximum drawdown

1.08

1.42

-0.34

Martin ratio

Return relative to average drawdown

4.52

6.10

-1.58

MAWIX vs. TPINX - Sharpe Ratio Comparison

The current MAWIX Sharpe Ratio is 0.97, which is comparable to the TPINX Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of MAWIX and TPINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MAWIXTPINXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

1.16

-0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.13

-0.18

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

-0.05

+0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.76

-0.14

Correlation

The correlation between MAWIX and TPINX is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

MAWIX vs. TPINX - Dividend Comparison

MAWIX's dividend yield for the trailing twelve months is around 4.21%, less than TPINX's 5.28% yield.


TTM20252024202320222021202020192018201720162015
MAWIX
BlackRock Strategic Global Bond Fund
4.21%4.32%2.93%2.65%2.38%1.81%4.68%2.62%2.61%3.13%2.73%5.77%
TPINX
Templeton Global Bond Fund
5.28%4.29%5.77%3.87%5.17%5.38%4.59%6.12%6.53%3.34%2.33%3.11%

Drawdowns

MAWIX vs. TPINX - Drawdown Comparison

The maximum MAWIX drawdown since its inception was -32.07%, which is greater than TPINX's maximum drawdown of -26.45%. Use the drawdown chart below to compare losses from any high point for MAWIX and TPINX.


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Drawdown Indicators


MAWIXTPINXDifference

Max Drawdown

Largest peak-to-trough decline

-32.07%

-26.45%

-5.62%

Max Drawdown (1Y)

Largest decline over 1 year

-4.39%

-6.36%

+1.97%

Max Drawdown (5Y)

Largest decline over 5 years

-20.79%

-19.15%

-1.64%

Max Drawdown (10Y)

Largest decline over 10 years

-20.79%

-26.45%

+5.66%

Current Drawdown

Current decline from peak

-5.34%

-16.57%

+11.23%

Average Drawdown

Average peak-to-trough decline

-5.92%

-4.80%

-1.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.05%

1.48%

-0.43%

Volatility

MAWIX vs. TPINX - Volatility Comparison

The current volatility for BlackRock Strategic Global Bond Fund (MAWIX) is 1.85%, while Templeton Global Bond Fund (TPINX) has a volatility of 3.50%. This indicates that MAWIX experiences smaller price fluctuations and is considered to be less risky than TPINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MAWIXTPINXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.85%

3.50%

-1.65%

Volatility (6M)

Calculated over the trailing 6-month period

2.90%

5.19%

-2.29%

Volatility (1Y)

Calculated over the trailing 1-year period

4.49%

7.58%

-3.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.29%

8.00%

-2.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.81%

7.30%

-2.49%