TEMZX vs. SHAPX
Compare and contrast key facts about Templeton Emerging Markets Small Cap Fund (TEMZX) and ClearBridge Appreciation Fund (SHAPX).
TEMZX is managed by Franklin Templeton. It was launched on Oct 1, 2006. SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970.
Performance
TEMZX vs. SHAPX - Performance Comparison
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TEMZX vs. SHAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEMZX Templeton Emerging Markets Small Cap Fund | -2.70% | 10.91% | 7.92% | 13.57% | -18.99% | 23.64% | 9.92% | 5.80% | -14.72% | 31.60% |
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, TEMZX achieves a -2.70% return, which is significantly higher than SHAPX's -3.71% return. Over the past 10 years, TEMZX has underperformed SHAPX with an annualized return of 5.96%, while SHAPX has yielded a comparatively higher 12.29% annualized return.
TEMZX
- 1D
- -1.47%
- 1M
- -8.67%
- YTD
- -2.70%
- 6M
- -1.21%
- 1Y
- 10.13%
- 3Y*
- 7.67%
- 5Y*
- 3.95%
- 10Y*
- 5.96%
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%
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TEMZX vs. SHAPX - Expense Ratio Comparison
TEMZX has a 1.50% expense ratio, which is higher than SHAPX's 0.93% expense ratio.
Return for Risk
TEMZX vs. SHAPX — Risk / Return Rank
TEMZX
SHAPX
TEMZX vs. SHAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Emerging Markets Small Cap Fund (TEMZX) 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.
| TEMZX | SHAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.85 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.33 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 1.36 | -0.60 |
Martin ratioReturn relative to average drawdown | 2.86 | 6.17 | -3.32 |
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 | SHAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.85 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.70 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.74 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.78 | -0.49 |
Correlation
The correlation between TEMZX and SHAPX is 0.52, 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. SHAPX - Dividend Comparison
TEMZX's dividend yield for the trailing twelve months is around 1.42%, less than SHAPX's 14.62% 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% |
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
TEMZX vs. SHAPX - Drawdown Comparison
The maximum TEMZX drawdown since its inception was -69.98%, which is greater than SHAPX's maximum drawdown of -46.19%. Use the drawdown chart below to compare losses from any high point for TEMZX and SHAPX.
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Drawdown Indicators
| TEMZX | SHAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.98% | -46.19% | -23.79% |
Max Drawdown (1Y)Largest decline over 1 year | -10.50% | -10.57% | +0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -29.26% | -20.53% | -8.73% |
Max Drawdown (10Y)Largest decline over 10 years | -48.59% | -32.21% | -16.38% |
Current DrawdownCurrent decline from peak | -10.50% | -6.27% | -4.23% |
Average DrawdownAverage peak-to-trough decline | -12.81% | -4.79% | -8.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.33% | +0.46% |
Volatility
TEMZX vs. SHAPX - Volatility Comparison
Templeton Emerging Markets Small Cap Fund (TEMZX) has a higher volatility of 5.80% compared to ClearBridge Appreciation Fund (SHAPX) at 4.83%. This indicates that TEMZX'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.
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Volatility by Period
| TEMZX | SHAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.80% | 4.83% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 8.23% | 8.30% | -0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.33% | 16.09% | -3.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.58% | 14.89% | -1.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.17% | 16.72% | -2.55% |