TEMFX vs. SHAPX
Compare and contrast key facts about Templeton Foreign Fund Class A (TEMFX) and ClearBridge Appreciation Fund (SHAPX).
TEMFX is managed by Franklin Templeton. It was launched on Oct 5, 1982. SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970.
Performance
TEMFX vs. SHAPX - Performance Comparison
Loading graphics...
TEMFX vs. SHAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEMFX Templeton Foreign Fund Class A | 0.32% | 28.45% | -2.47% | 19.93% | -3.58% | 5.05% | -0.49% | 12.46% | -15.02% | 17.08% |
SHAPX ClearBridge Appreciation Fund | -3.71% | 14.32% | 22.37% | 19.50% | -12.56% | 23.52% | 14.53% | 29.84% | -2.19% | 18.31% |
Returns By Period
In the year-to-date period, TEMFX achieves a 0.32% return, which is significantly higher than SHAPX's -3.71% return. Over the past 10 years, TEMFX has underperformed SHAPX with an annualized return of 6.76%, while SHAPX has yielded a comparatively higher 12.29% annualized return.
TEMFX
- 1D
- 2.81%
- 1M
- -6.77%
- YTD
- 0.32%
- 6M
- 3.00%
- 1Y
- 18.62%
- 3Y*
- 11.10%
- 5Y*
- 6.87%
- 10Y*
- 6.76%
SHAPX
- 1D
- 2.70%
- 1M
- -5.35%
- YTD
- -3.71%
- 6M
- -2.94%
- 1Y
- 13.34%
- 3Y*
- 15.60%
- 5Y*
- 10.41%
- 10Y*
- 12.29%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TEMFX vs. SHAPX - Expense Ratio Comparison
TEMFX has a 1.10% expense ratio, which is higher than SHAPX's 0.93% expense ratio.
Return for Risk
TEMFX vs. SHAPX — Risk / Return Rank
TEMFX
SHAPX
TEMFX vs. SHAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Foreign Fund Class A (TEMFX) and ClearBridge Appreciation Fund (SHAPX). 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.
| TEMFX | SHAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.85 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.33 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.36 | -0.14 |
Martin ratioReturn relative to average drawdown | 4.96 | 6.17 | -1.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TEMFX | SHAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.85 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.70 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.74 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.78 | -0.31 |
Correlation
The correlation between TEMFX and SHAPX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TEMFX vs. SHAPX - Dividend Comparison
TEMFX's dividend yield for the trailing twelve months is around 3.69%, less than SHAPX's 14.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEMFX Templeton Foreign Fund Class A | 3.69% | 3.71% | 2.35% | 2.43% | 1.19% | 4.10% | 1.32% | 3.31% | 2.65% | 1.39% | 1.88% | 0.05% |
SHAPX ClearBridge Appreciation Fund | 14.62% | 14.08% | 9.00% | 4.17% | 8.85% | 6.54% | 4.13% | 7.09% | 6.71% | 5.10% | 3.29% | 4.76% |
Drawdowns
TEMFX vs. SHAPX - Drawdown Comparison
The maximum TEMFX drawdown since its inception was -59.62%, which is greater than SHAPX's maximum drawdown of -46.19%. Use the drawdown chart below to compare losses from any high point for TEMFX and SHAPX.
Loading graphics...
Drawdown Indicators
| TEMFX | SHAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.62% | -46.19% | -13.43% |
Max Drawdown (1Y)Largest decline over 1 year | -14.51% | -10.57% | -3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -28.99% | -20.53% | -8.46% |
Max Drawdown (10Y)Largest decline over 10 years | -42.56% | -32.21% | -10.35% |
Current DrawdownCurrent decline from peak | -9.26% | -6.27% | -2.99% |
Average DrawdownAverage peak-to-trough decline | -9.41% | -4.79% | -4.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 2.33% | +1.23% |
Volatility
TEMFX vs. SHAPX - Volatility Comparison
Templeton Foreign Fund Class A (TEMFX) has a higher volatility of 7.31% compared to ClearBridge Appreciation Fund (SHAPX) at 4.83%. This indicates that TEMFX's price experiences larger fluctuations and is considered to be riskier than SHAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TEMFX | SHAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 4.83% | +2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 11.19% | 8.30% | +2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.76% | 16.09% | +2.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.89% | 14.89% | +3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 16.72% | +0.45% |