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TEDMX vs. FKRCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TEDMX vs. FKRCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Templeton Developing Markets Trust (TEDMX) and Franklin Gold and Precious Metals Fund (FKRCX). The values are adjusted to include any dividend payments, if applicable.

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TEDMX vs. FKRCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TEDMX
Templeton Developing Markets Trust
5.07%44.71%8.14%12.28%-22.17%-5.82%18.65%26.39%-16.21%40.21%
FKRCX
Franklin Gold and Precious Metals Fund
5.72%196.59%17.64%2.03%-23.47%-4.03%44.30%51.48%-18.11%-0.12%

Returns By Period

In the year-to-date period, TEDMX achieves a 5.07% return, which is significantly lower than FKRCX's 5.72% return. Over the past 10 years, TEDMX has underperformed FKRCX with an annualized return of 10.35%, while FKRCX has yielded a comparatively higher 18.12% annualized return.


TEDMX

1D
3.08%
1M
-11.08%
YTD
5.07%
6M
11.66%
1Y
42.76%
3Y*
19.97%
5Y*
4.83%
10Y*
10.35%

FKRCX

1D
8.11%
1M
-21.42%
YTD
5.72%
6M
29.26%
1Y
121.53%
3Y*
51.10%
5Y*
24.45%
10Y*
18.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TEDMX vs. FKRCX - Expense Ratio Comparison

TEDMX has a 1.38% expense ratio, which is higher than FKRCX's 0.88% expense ratio.


Return for Risk

TEDMX vs. FKRCX — Risk / Return Rank

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

TEDMX
TEDMX Risk / Return Rank: 9393
Overall Rank
TEDMX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
TEDMX Sortino Ratio Rank: 9292
Sortino Ratio Rank
TEDMX Omega Ratio Rank: 9191
Omega Ratio Rank
TEDMX Calmar Ratio Rank: 9292
Calmar Ratio Rank
TEDMX Martin Ratio Rank: 9393
Martin Ratio Rank

FKRCX
FKRCX Risk / Return Rank: 9595
Overall Rank
FKRCX Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
FKRCX Sortino Ratio Rank: 9494
Sortino Ratio Rank
FKRCX Omega Ratio Rank: 9191
Omega Ratio Rank
FKRCX Calmar Ratio Rank: 9797
Calmar Ratio Rank
FKRCX Martin Ratio Rank: 9696
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.

TEDMX vs. FKRCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Templeton Developing Markets Trust (TEDMX) and Franklin Gold and Precious Metals Fund (FKRCX). 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.


TEDMXFKRCXDifference

Sharpe ratio

Return per unit of total volatility

2.21

2.85

-0.63

Sortino ratio

Return per unit of downside risk

2.76

3.01

-0.25

Omega ratio

Gain probability vs. loss probability

1.42

1.43

-0.01

Calmar ratio

Return relative to maximum drawdown

2.90

3.93

-1.03

Martin ratio

Return relative to average drawdown

11.97

14.65

-2.69

TEDMX vs. FKRCX - Sharpe Ratio Comparison

The current TEDMX Sharpe Ratio is 2.21, which is comparable to the FKRCX Sharpe Ratio of 2.85. The chart below compares the historical Sharpe Ratios of TEDMX and FKRCX, 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


TEDMXFKRCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.21

2.85

-0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

0.74

-0.48

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

0.55

0.00

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.19

+0.18

Correlation

The correlation between TEDMX and FKRCX is 0.36, 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

TEDMX vs. FKRCX - Dividend Comparison

TEDMX's dividend yield for the trailing twelve months is around 2.52%, less than FKRCX's 10.16% yield.


TTM20252024202320222021202020192018201720162015
TEDMX
Templeton Developing Markets Trust
2.52%2.64%3.30%3.44%5.25%6.76%2.40%4.54%1.35%0.90%1.20%1.02%
FKRCX
Franklin Gold and Precious Metals Fund
10.16%10.75%13.44%3.12%0.00%9.37%10.55%0.00%0.00%0.37%8.73%0.00%

Drawdowns

TEDMX vs. FKRCX - Drawdown Comparison

The maximum TEDMX drawdown since its inception was -64.97%, smaller than the maximum FKRCX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for TEDMX and FKRCX.


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Drawdown Indicators


TEDMXFKRCXDifference

Max Drawdown

Largest peak-to-trough decline

-64.97%

-78.85%

+13.88%

Max Drawdown (1Y)

Largest decline over 1 year

-14.80%

-31.15%

+16.35%

Max Drawdown (5Y)

Largest decline over 5 years

-42.15%

-48.79%

+6.64%

Max Drawdown (10Y)

Largest decline over 10 years

-44.36%

-49.54%

+5.18%

Current Drawdown

Current decline from peak

-12.17%

-21.42%

+9.25%

Average Drawdown

Average peak-to-trough decline

-19.54%

-33.79%

+14.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.59%

8.36%

-4.77%

Volatility

TEDMX vs. FKRCX - Volatility Comparison

The current volatility for Templeton Developing Markets Trust (TEDMX) is 10.72%, while Franklin Gold and Precious Metals Fund (FKRCX) has a volatility of 18.27%. This indicates that TEDMX experiences smaller price fluctuations and is considered to be less risky than FKRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TEDMXFKRCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.72%

18.27%

-7.55%

Volatility (6M)

Calculated over the trailing 6-month period

15.25%

35.19%

-19.94%

Volatility (1Y)

Calculated over the trailing 1-year period

19.72%

43.05%

-23.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.99%

33.27%

-14.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.81%

32.90%

-14.09%