TEMWX vs. VST
TEMWX (Templeton World Fund) is Global Equities fund managed by Franklin Templeton, while VST (Vistra Corp.) is a stock. Over the past 5 years, TEMWX returned 9.30%/yr vs 55.34%/yr for VST. Their 0.39 correlation means their historical movements had little consistent relationship.
Performance
TEMWX vs. VST - Performance Comparison
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Returns By Period
In the year-to-date period, TEMWX achieves a 5.85% return, which is significantly higher than VST's -3.07% return.
TEMWX
- 1D
- 1.35%
- 1M
- -0.74%
- 6M
- 2.84%
- YTD
- 5.85%
- 1Y
- 16.28%
- 3Y*
- 18.14%
- 5Y*
- 9.30%
- 10Y*
- 7.99%
- ALL TIME*
- 7.71%
VST
- 1D
- 5.23%
- 1M
- 3.24%
- 6M
- 1.37%
- YTD
- -3.07%
- 1Y
- -24.65%
- 3Y*
- 77.90%
- 5Y*
- 55.34%
- 10Y*
- —
- ALL TIME*
- 30.48%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
TEMWX Templeton World Fund | $0.00 | $0.00 | $0.00 |
VST Vistra Corp. | $618.44M | $632.28M | $739.24M |
TEMWX vs. VST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEMWX Templeton World Fund | 5.85% | 21.42% | 20.34% | 32.29% | -22.91% | 8.04% | 3.59% | 12.03% | -12.02% | 12.74% |
VST Vistra Corp. | -3.07% | 17.66% | 261.52% | 70.73% | 5.08% | 19.57% | -11.87% | 2.46% | 24.95% | 18.19% |
Correlation
The correlation between TEMWX and VST is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.41 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.42 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2016 | 0.39 |
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Return for Risk
TEMWX vs. VST — Risk / Return Rank
TEMWX
VST
TEMWX vs. VST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton World Fund (TEMWX) and Vistra Corp. (VST). 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.
| TEMWX | VST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.30 | ||
| Sortino ratioReturn per unit of downside risk | +1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 0.95 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.03 | -0.65 | +1.68 |
| Martin ratioReturn relative to average drawdown | 3.88 | -1.07 | +4.96 |
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Drawdowns
TEMWX vs. VST - Drawdown Comparison
The maximum TEMWX drawdown since its inception was -55.26%, roughly equal to the maximum VST drawdown of -53.32%. Use the drawdown chart below to compare losses from any high point for TEMWX and VST.
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Drawdown Indicators
| TEMWX | VST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.26% | -53.32% | -1.94% |
Max Drawdown (1Y)Largest decline over 1 year | -13.86% | -38.01% | +24.15% |
Max Drawdown (3Y)Largest decline over 3 years | -16.70% | -48.80% | +32.10% |
Max Drawdown (5Y)Largest decline over 5 years | -31.86% | -48.80% | +16.94% |
Max Drawdown (10Y)Largest decline over 10 years | -31.97% | — | — |
Current DrawdownCurrent decline from peak | -2.23% | -28.14% | +25.91% |
Average DrawdownAverage peak-to-trough decline | -8.79% | -13.91% | +5.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 23.02% | -19.36% |
Volatility
TEMWX vs. VST - Volatility Comparison
The current volatility for Templeton World Fund (TEMWX) is 6.09%, while Vistra Corp. (VST) has a volatility of 13.92%. This indicates that TEMWX experiences smaller price fluctuations and is considered to be less risky than VST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TEMWX | VST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 13.92% | -7.83% |
Volatility (6M)Calculated over the trailing 6-month period | 15.19% | 34.31% | -19.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.81% | 49.33% | -31.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.84% | 48.20% | -29.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 42.25% | -25.47% |
Dividends
TEMWX vs. VST - Dividend Comparison
TEMWX's dividend yield for the trailing twelve months is around 12.61%, more than VST's 0.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEMWX Templeton World Fund | 12.61% | 13.34% | 8.52% | 0.63% | 1.60% | 1.53% | 0.00% | 1.15% | 21.11% | 5.83% | 2.77% | 5.66% |
VST Vistra Corp. | 0.58% | 0.56% | 0.63% | 2.13% | 3.12% | 2.64% | 2.75% | 2.17% | 0.00% | 0.00% | 14.97% | 0.00% |
Frequently Asked Questions
TEMWX and VST have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VST has higher volatility (13.92%) compared to TEMWX (6.09%). In terms of maximum drawdown, TEMWX dropped -55.26% vs VST's -53.32%.
TEMWX currently has the higher Sharpe Ratio (0.80 vs -0.50), 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.
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