TEMZX vs. LCSMX
Compare and contrast key facts about Templeton Emerging Markets Small Cap Fund (TEMZX) and Martin Currie SMA-Shares Series EM Fund (LCSMX).
TEMZX is managed by Franklin Templeton. It was launched on Oct 1, 2006. LCSMX is managed by Legg Mason. It was launched on Jan 9, 2018.
Performance
TEMZX vs. LCSMX - Performance Comparison
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TEMZX vs. LCSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TEMZX Templeton Emerging Markets Small Cap Fund | -2.70% | 10.91% | 7.92% | 13.57% | -18.99% | 23.64% | 9.92% | 5.80% | -17.43% |
LCSMX Martin Currie SMA-Shares Series EM Fund | 9.17% | 51.52% | -13.60% | 16.26% | -27.25% | 4.73% | 35.72% | 6.81% | 1.42% |
Returns By Period
In the year-to-date period, TEMZX achieves a -2.70% return, which is significantly lower than LCSMX's 9.17% return.
TEMZX
- 1D
- -1.47%
- 1M
- -10.39%
- YTD
- -2.70%
- 6M
- -0.76%
- 1Y
- 10.21%
- 3Y*
- 7.67%
- 5Y*
- 3.95%
- 10Y*
- 5.96%
LCSMX
- 1D
- -1.38%
- 1M
- -14.64%
- YTD
- 9.17%
- 6M
- 25.14%
- 1Y
- 60.99%
- 3Y*
- 16.35%
- 5Y*
- 4.66%
- 10Y*
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TEMZX vs. LCSMX - Expense Ratio Comparison
TEMZX has a 1.50% expense ratio, which is higher than LCSMX's 0.00% expense ratio.
Return for Risk
TEMZX vs. LCSMX — Risk / Return Rank
TEMZX
LCSMX
TEMZX vs. LCSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Emerging Markets Small Cap Fund (TEMZX) and Martin Currie SMA-Shares Series EM Fund (LCSMX). 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.
| TEMZX | LCSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 2.76 | -2.02 |
Sortino ratioReturn per unit of downside risk | 1.07 | 3.31 | -2.25 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.51 | -0.37 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 3.68 | -2.92 |
Martin ratioReturn relative to average drawdown | 2.86 | 15.56 | -12.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TEMZX | LCSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 2.76 | -2.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.26 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.41 | -0.12 |
Correlation
The correlation between TEMZX and LCSMX is 0.70, 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
TEMZX vs. LCSMX - Dividend Comparison
TEMZX's dividend yield for the trailing twelve months is around 1.42%, more than LCSMX's 0.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEMZX Templeton Emerging Markets Small Cap Fund | 1.42% | 1.39% | 0.52% | 3.14% | 8.03% | 10.93% | 2.81% | 1.82% | 2.86% | 0.12% | 2.02% | 0.56% |
LCSMX Martin Currie SMA-Shares Series EM Fund | 0.91% | 1.00% | 1.29% | 1.22% | 1.11% | 3.03% | 0.48% | 0.88% | 1.40% | 0.00% | 0.00% | 0.00% |
Drawdowns
TEMZX vs. LCSMX - Drawdown Comparison
The maximum TEMZX drawdown since its inception was -69.98%, which is greater than LCSMX's maximum drawdown of -39.72%. Use the drawdown chart below to compare losses from any high point for TEMZX and LCSMX.
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Drawdown Indicators
| TEMZX | LCSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.98% | -39.72% | -30.26% |
Max Drawdown (1Y)Largest decline over 1 year | -10.50% | -15.39% | +4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -29.26% | -39.72% | +10.46% |
Max Drawdown (10Y)Largest decline over 10 years | -48.59% | — | — |
Current DrawdownCurrent decline from peak | -10.50% | -15.39% | +4.89% |
Average DrawdownAverage peak-to-trough decline | -12.81% | -13.97% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 3.64% | -0.85% |
Volatility
TEMZX vs. LCSMX - Volatility Comparison
The current volatility for Templeton Emerging Markets Small Cap Fund (TEMZX) is 5.80%, while Martin Currie SMA-Shares Series EM Fund (LCSMX) has a volatility of 11.71%. This indicates that TEMZX experiences smaller price fluctuations and is considered to be less risky than LCSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TEMZX | LCSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 11.71% | -5.91% |
Volatility (6M)Calculated over the trailing 6-month period | 8.23% | 17.87% | -9.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.33% | 21.99% | -9.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.58% | 17.88% | -4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.17% | 19.34% | -5.17% |