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MAWIX vs. TPINX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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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Returns By Period

In the year-to-date period, MAWIX achieves a 0.66% return, which is significantly lower than TPINX's 1.28% return. Over the past 10 years, MAWIX has outperformed TPINX with an annualized return of 1.94%, while TPINX has yielded a comparatively lower 0.25% annualized return.


MAWIX

1D
-0.37%
1M
0.63%
YTD
0.66%
6M
1.02%
1Y
4.12%
3Y*
4.84%
5Y*
-0.31%
10Y*
1.94%

TPINX

1D
0.00%
1M
0.17%
YTD
1.28%
6M
1.35%
1Y
5.74%
3Y*
2.00%
5Y*
-0.77%
10Y*
0.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MAWIX vs. TPINX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MAWIX
BlackRock Strategic Global Bond Fund
0.66%8.49%0.43%6.58%-15.37%-1.07%9.05%8.35%-0.81%7.31%
TPINX
Templeton Global Bond Fund
1.28%15.02%-11.95%2.45%-6.17%-5.06%-4.41%0.63%1.26%2.36%

Correlation

The correlation between MAWIX and TPINX is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.76

Correlation (3Y)
Calculated over the trailing 3-year period

0.75

Correlation (5Y)
Calculated over the trailing 5-year period

0.72

Correlation (10Y)
Calculated over the trailing 10-year period

0.37

Correlation (All Time)
Calculated using the full available price history since May 31, 1996

0.32

Over the past year, MAWIX and TPINX have become more correlated (0.76) than their long-term average of 0.32, meaning their price movements have been converging.

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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: 1212
Overall Rank
MAWIX Sharpe Ratio Rank: 1313
Sharpe Ratio Rank
MAWIX Sortino Ratio Rank: 1313
Sortino Ratio Rank
MAWIX Omega Ratio Rank: 1212
Omega Ratio Rank
MAWIX Calmar Ratio Rank: 1111
Calmar Ratio Rank
MAWIX Martin Ratio Rank: 1111
Martin Ratio Rank

TPINX
TPINX Risk / Return Rank: 1010
Overall Rank
TPINX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
TPINX Sortino Ratio Rank: 1010
Sortino Ratio Rank
TPINX Omega Ratio Rank: 1010
Omega Ratio Rank
TPINX Calmar Ratio Rank: 1010
Calmar Ratio Rank
TPINX Martin Ratio Rank: 1010
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.

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.


MAWIXTPINXDifference
Sharpe ratioReturn per unit of total volatility

+0.13

Sortino ratioReturn per unit of downside risk

+0.22

Omega ratioGain probability vs. loss probability

1.16

1.14

+0.02

Calmar ratioReturn relative to maximum drawdown

0.99

0.91

+0.08

Martin ratioReturn relative to average drawdown

3.06

2.78

+0.27

MAWIX vs. TPINX - Sharpe Ratio Comparison

The current MAWIX Sharpe Ratio is 0.91, which is comparable to the TPINX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of MAWIX and TPINX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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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 (3Y)

Largest decline over 3 years

-5.49%

-13.03%

+7.54%

Max Drawdown (5Y)

Largest decline over 5 years

-20.79%

-18.19%

-2.60%

Max Drawdown (10Y)

Largest decline over 10 years

-20.79%

-26.45%

+5.66%

Current Drawdown

Current decline from peak

-2.52%

-13.78%

+11.26%

Average Drawdown

Average peak-to-trough decline

-5.90%

-4.85%

-1.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.41%

2.07%

-0.66%

Volatility

MAWIX vs. TPINX - Volatility Comparison

The current volatility for BlackRock Strategic Global Bond Fund (MAWIX) is 1.45%, while Templeton Global Bond Fund (TPINX) has a volatility of 1.99%. 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

1.45%

1.99%

-0.54%

Volatility (6M)

Calculated over the trailing 6-month period

3.63%

6.08%

-2.45%

Volatility (1Y)

Calculated over the trailing 1-year period

4.76%

7.37%

-2.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.40%

8.15%

-2.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.83%

7.25%

-2.42%

MAWIX vs. TPINX - Expense Ratio Comparison

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


Dividends

MAWIX vs. TPINX - Dividend Comparison

MAWIX's dividend yield for the trailing twelve months is around 4.63%, less than TPINX's 5.07% yield.


PositionTTM20252024202320222021202020192018201720162015
MAWIX
BlackRock Strategic Global Bond Fund
4.63%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
5.07%4.29%5.77%3.87%5.17%5.38%4.59%6.12%6.53%3.34%2.33%3.11%

Frequently Asked Questions


MAWIX and TPINX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TPINX has higher volatility (1.99%) compared to MAWIX (1.45%). In terms of maximum drawdown, MAWIX dropped -32.07% vs TPINX's -26.45%.

MAWIX currently has the higher Sharpe Ratio (0.91 vs 0.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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