TPINX vs. AVUVX
TPINX (Templeton Global Bond Fund) and AVUVX (Avantis U.S. Small Cap Value Fund) are both mutual funds - TPINX is a Global Bonds fund managed by Franklin Templeton, while AVUVX is a Small Cap Value Equities fund actively managed by Avantis. Over the past 5 years, TPINX returned -0.27%/yr vs 13.34%/yr for AVUVX. Their 0.27 correlation means their historical movements had little consistent relationship. TPINX charges 0.94%/yr vs 0.25%/yr for AVUVX.
Performance
TPINX vs. AVUVX - Performance Comparison
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Returns By Period
In the year-to-date period, TPINX achieves a 3.06% return, which is significantly lower than AVUVX's 23.63% return.
TPINX
- 1D
- 0.00%
- 1M
- 1.33%
- 6M
- 0.36%
- YTD
- 3.06%
- 1Y
- 6.42%
- 3Y*
- 2.30%
- 5Y*
- -0.27%
- 10Y*
- 0.29%
- ALL TIME*
- 4.87%
AVUVX
- 1D
- -0.05%
- 1M
- 1.42%
- 6M
- 14.10%
- YTD
- 23.63%
- 1Y
- 41.40%
- 3Y*
- 16.51%
- 5Y*
- 13.34%
- 10Y*
- —
- ALL TIME*
- 16.70%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TPINX vs. AVUVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TPINX Templeton Global Bond Fund | 3.06% | 15.02% | -11.95% | 2.45% | -6.17% | -5.06% | -4.41% | 2.20% |
AVUVX Avantis U.S. Small Cap Value Fund | 23.63% | 8.88% | 8.83% | 22.96% | -4.74% | 40.31% | 10.64% | 4.95% |
Correlation
The correlation between TPINX and AVUVX is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.45 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.36 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2019 | 0.27 |
The correlation between TPINX and AVUVX shifts across timeframes, from 0.27 (all time) to 0.45 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
TPINX vs. AVUVX — Risk / Return Rank
TPINX
AVUVX
TPINX vs. AVUVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Templeton Global Bond Fund (TPINX) and Avantis U.S. Small Cap Value Fund (AVUVX). 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.
| TPINX | AVUVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.23 | ||
| Sortino ratioReturn per unit of downside risk | -1.75 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.40 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.18 | 4.66 | -3.48 |
| Martin ratioReturn relative to average drawdown | 3.37 | 14.97 | -11.60 |
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Drawdowns
TPINX vs. AVUVX - Drawdown Comparison
The maximum TPINX drawdown since its inception was -26.45%, smaller than the maximum AVUVX drawdown of -50.24%. Use the drawdown chart below to compare losses from any high point for TPINX and AVUVX.
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Drawdown Indicators
| TPINX | AVUVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.45% | -50.24% | +23.79% |
Max Drawdown (1Y)Largest decline over 1 year | -6.36% | -8.25% | +1.89% |
Max Drawdown (3Y)Largest decline over 3 years | -13.03% | -28.81% | +15.78% |
Max Drawdown (5Y)Largest decline over 5 years | -17.85% | -28.81% | +10.96% |
Max Drawdown (10Y)Largest decline over 10 years | -26.45% | — | — |
Current DrawdownCurrent decline from peak | -12.26% | -0.79% | -11.47% |
Average DrawdownAverage peak-to-trough decline | -4.88% | -7.56% | +2.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 2.57% | -0.34% |
Volatility
TPINX vs. AVUVX - Volatility Comparison
The current volatility for Templeton Global Bond Fund (TPINX) is 1.93%, while Avantis U.S. Small Cap Value Fund (AVUVX) has a volatility of 2.80%. This indicates that TPINX experiences smaller price fluctuations and is considered to be less risky than AVUVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TPINX | AVUVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.93% | 2.80% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 6.10% | 10.83% | -4.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.29% | 17.04% | -9.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.17% | 22.40% | -14.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.15% | 28.50% | -21.35% |
TPINX vs. AVUVX - Expense Ratio Comparison
TPINX has a 0.94% expense ratio, which is higher than AVUVX's 0.25% expense ratio.
Dividends
TPINX vs. AVUVX - Dividend Comparison
TPINX's dividend yield for the trailing twelve months is around 4.97%, less than AVUVX's 5.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUVX Avantis U.S. Small Cap Value Fund | 5.74% | 7.09% | 4.11% | 1.57% | 8.07% | 5.83% | 0.73% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% |
TPINX Templeton Global Bond Fund | 4.97% | 4.29% | 5.77% | 3.87% | 5.17% | 5.38% | 4.59% | 6.12% | 6.53% | 3.34% | 2.33% | 3.11% |
Frequently Asked Questions
TPINX and AVUVX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVUVX has higher volatility (2.80%) compared to TPINX (1.93%). In terms of maximum drawdown, TPINX dropped -26.45% vs AVUVX's -50.24%.
AVUVX currently has the higher Sharpe Ratio (2.26 vs 1.03), 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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