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TEMGX vs. A1G.AX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TEMGX vs. A1G.AX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Templeton Global Smaller Companies Fund (TEMGX) and African Gold Limited (A1G.AX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

TEMGX is traded in USD, while A1G.AX is traded in AUD. To make them comparable, the A1G.AX values have been converted to USD using the latest available exchange rates.

Returns By Period


TEMGX

1D
-0.77%
1M
2.18%
YTD
8.53%
6M
8.12%
1Y
16.65%
3Y*
9.02%
5Y*
0.45%
10Y*
6.24%

A1G.AX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TEMGX vs. A1G.AX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
TEMGX
Templeton Global Smaller Companies Fund
8.53%5.43%3.42%16.62%-24.00%15.06%13.23%11.42%
A1G.AX
African Gold Limited
70.04%1,193.76%85.02%-66.26%-50.81%-15.45%58.35%-44.01%

Correlation

The correlation between TEMGX and A1G.AX is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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

0.14

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

0.16

Correlation (All Time)
Calculated using the full available price history since Feb 15, 2019

0.14

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Return for Risk

TEMGX vs. A1G.AX — Risk / Return Rank

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

TEMGX
TEMGX Risk / Return Rank: 1818
Overall Rank
TEMGX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
TEMGX Sortino Ratio Rank: 1919
Sortino Ratio Rank
TEMGX Omega Ratio Rank: 1818
Omega Ratio Rank
TEMGX Calmar Ratio Rank: 1717
Calmar Ratio Rank
TEMGX Martin Ratio Rank: 1717
Martin Ratio Rank

A1G.AX
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.

TEMGX vs. A1G.AX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Templeton Global Smaller Companies Fund (TEMGX) and African Gold Limited (A1G.AX). 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.


TEMGXA1G.AXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.21

Calmar ratioReturn relative to maximum drawdown

1.36

Martin ratioReturn relative to average drawdown

4.46

TEMGX vs. A1G.AX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TEMGXA1G.AXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

Drawdowns

TEMGX vs. A1G.AX - Drawdown Comparison


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Drawdown Indicators


TEMGXA1G.AXDifference

Max Drawdown

Largest peak-to-trough decline

-68.70%

Max Drawdown (1Y)

Largest decline over 1 year

-12.71%

Max Drawdown (3Y)

Largest decline over 3 years

-22.84%

Max Drawdown (5Y)

Largest decline over 5 years

-36.20%

Max Drawdown (10Y)

Largest decline over 10 years

-41.61%

Current Drawdown

Current decline from peak

-1.25%

Average Drawdown

Average peak-to-trough decline

-11.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.86%

Volatility

TEMGX vs. A1G.AX - Volatility Comparison


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Volatility by Period


TEMGXA1G.AXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.67%

Volatility (6M)

Calculated over the trailing 6-month period

11.06%

Volatility (1Y)

Calculated over the trailing 1-year period

14.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.33%

Dividends

TEMGX vs. A1G.AX - Dividend Comparison

TEMGX's dividend yield for the trailing twelve months is around 4.32%, while A1G.AX has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
A1G.AX
African Gold Limited
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TEMGX
Templeton Global Smaller Companies Fund
4.32%4.69%2.98%1.09%3.14%10.66%2.58%2.16%9.12%3.65%0.33%0.21%

Frequently Asked Questions


TEMGX and A1G.AX have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

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