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 8.73%/yr vs 57.58%/yr for VST. At a 0.39 correlation, their price movements are largely independent.
Performance
TEMWX vs. VST - Performance Comparison
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Returns By Period
In the year-to-date period, TEMWX achieves a 3.88% return, which is significantly higher than VST's 1.23% return.
TEMWX
- 1D
- -2.28%
- 1M
- -0.22%
- YTD
- 3.88%
- 6M
- 3.48%
- 1Y
- 16.92%
- 3Y*
- 19.34%
- 5Y*
- 8.73%
- 10Y*
- 8.31%
VST
- 1D
- 0.30%
- 1M
- 4.37%
- YTD
- 1.23%
- 6M
- 0.84%
- 1Y
- -12.06%
- 3Y*
- 88.40%
- 5Y*
- 57.58%
- 10Y*
- —
TEMWX vs. VST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEMWX Templeton World Fund | 3.88% | 21.42% | 20.34% | 32.29% | -22.91% | 8.04% | 3.59% | 12.03% | -12.02% | 12.74% |
VST Vistra Corp. | 1.23% | 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 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year 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 | +1.36 | ||
| Sortino ratioReturn per unit of downside risk | +1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.00 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | -0.32 | +1.68 |
| Martin ratioReturn relative to average drawdown | 5.38 | -0.57 | +5.95 |
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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 | -3.75% | -24.95% | +21.20% |
Average DrawdownAverage peak-to-trough decline | -8.81% | -13.75% | +4.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 21.18% | -17.67% |
Volatility
TEMWX vs. VST - Volatility Comparison
The current volatility for Templeton World Fund (TEMWX) is 7.58%, while Vistra Corp. (VST) has a volatility of 13.63%. 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 | 7.58% | 13.63% | -6.05% |
Volatility (6M)Calculated over the trailing 6-month period | 14.48% | 36.84% | -22.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.96% | 48.92% | -31.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 48.03% | -29.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 42.22% | -25.42% |
Dividends
TEMWX vs. VST - Dividend Comparison
TEMWX's dividend yield for the trailing twelve months is around 12.84%, more than VST's 0.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEMWX Templeton World Fund | 12.84% | 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. | 0.56% | 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 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VST has higher volatility (13.63%) compared to TEMWX (7.58%). In terms of maximum drawdown, TEMWX dropped -55.26% vs VST's -53.32%.
TEMWX currently has the higher Sharpe Ratio (1.12 vs -0.25), 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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