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TPINX vs. FRDPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TPINX vs. FRDPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Templeton Global Bond Fund (TPINX) and Franklin Rising Dividends Fund (FRDPX). The values are adjusted to include any dividend payments, if applicable.

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TPINX vs. FRDPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TPINX
Templeton Global Bond Fund
-2.00%15.02%-11.95%2.45%-6.17%-5.06%-4.41%0.63%1.26%2.36%
FRDPX
Franklin Rising Dividends Fund
-4.58%11.96%10.92%12.10%-10.69%26.62%16.29%29.83%-5.27%17.33%

Returns By Period

In the year-to-date period, TPINX achieves a -2.00% return, which is significantly higher than FRDPX's -4.58% return. Over the past 10 years, TPINX has underperformed FRDPX with an annualized return of -0.40%, while FRDPX has yielded a comparatively higher 10.53% annualized return.


TPINX

1D
-0.14%
1M
-6.21%
YTD
-2.00%
6M
-1.56%
1Y
8.38%
3Y*
-0.04%
5Y*
-1.40%
10Y*
-0.40%

FRDPX

1D
-0.05%
1M
-7.10%
YTD
-4.58%
6M
-3.87%
1Y
8.41%
3Y*
8.63%
5Y*
7.61%
10Y*
10.53%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TPINX vs. FRDPX - Expense Ratio Comparison

TPINX has a 0.94% expense ratio, which is higher than FRDPX's 0.85% expense ratio.


Return for Risk

TPINX vs. FRDPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TPINX
TPINX Risk / Return Rank: 6262
Overall Rank
TPINX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
TPINX Sortino Ratio Rank: 6565
Sortino Ratio Rank
TPINX Omega Ratio Rank: 5252
Omega Ratio Rank
TPINX Calmar Ratio Rank: 6161
Calmar Ratio Rank
TPINX Martin Ratio Rank: 6464
Martin Ratio Rank

FRDPX
FRDPX Risk / Return Rank: 2828
Overall Rank
FRDPX Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
FRDPX Sortino Ratio Rank: 2929
Sortino Ratio Rank
FRDPX Omega Ratio Rank: 2727
Omega Ratio Rank
FRDPX Calmar Ratio Rank: 2626
Calmar Ratio Rank
FRDPX Martin Ratio Rank: 3232
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TPINX vs. FRDPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Templeton Global Bond Fund (TPINX) and Franklin Rising Dividends Fund (FRDPX). 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.


TPINXFRDPXDifference

Sharpe ratio

Return per unit of total volatility

1.16

0.63

+0.53

Sortino ratio

Return per unit of downside risk

1.62

1.03

+0.59

Omega ratio

Gain probability vs. loss probability

1.21

1.14

+0.07

Calmar ratio

Return relative to maximum drawdown

1.42

0.74

+0.68

Martin ratio

Return relative to average drawdown

6.10

3.45

+2.66

TPINX vs. FRDPX - Sharpe Ratio Comparison

The current TPINX Sharpe Ratio is 1.16, which is higher than the FRDPX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of TPINX and FRDPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TPINXFRDPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.16

0.63

+0.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.18

0.50

-0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.05

0.62

-0.67

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.60

+0.16

Correlation

The correlation between TPINX and FRDPX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

TPINX vs. FRDPX - Dividend Comparison

TPINX's dividend yield for the trailing twelve months is around 5.28%, less than FRDPX's 10.74% yield.


TTM20252024202320222021202020192018201720162015
TPINX
Templeton Global Bond Fund
5.28%4.29%5.77%3.87%5.17%5.38%4.59%6.12%6.53%3.34%2.33%3.11%
FRDPX
Franklin Rising Dividends Fund
10.74%10.25%10.15%4.60%4.96%4.42%0.82%3.01%5.20%0.90%3.09%5.30%

Drawdowns

TPINX vs. FRDPX - Drawdown Comparison

The maximum TPINX drawdown since its inception was -26.45%, smaller than the maximum FRDPX drawdown of -51.57%. Use the drawdown chart below to compare losses from any high point for TPINX and FRDPX.


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Drawdown Indicators


TPINXFRDPXDifference

Max Drawdown

Largest peak-to-trough decline

-26.45%

-51.57%

+25.12%

Max Drawdown (1Y)

Largest decline over 1 year

-6.36%

-10.54%

+4.18%

Max Drawdown (5Y)

Largest decline over 5 years

-19.15%

-21.07%

+1.92%

Max Drawdown (10Y)

Largest decline over 10 years

-26.45%

-34.89%

+8.44%

Current Drawdown

Current decline from peak

-16.57%

-7.10%

-9.47%

Average Drawdown

Average peak-to-trough decline

-4.80%

-5.84%

+1.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.48%

2.26%

-0.78%

Volatility

TPINX vs. FRDPX - Volatility Comparison

Templeton Global Bond Fund (TPINX) and Franklin Rising Dividends Fund (FRDPX) have volatilities of 3.50% and 3.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TPINXFRDPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.50%

3.46%

+0.04%

Volatility (6M)

Calculated over the trailing 6-month period

5.19%

7.49%

-2.30%

Volatility (1Y)

Calculated over the trailing 1-year period

7.58%

15.22%

-7.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.00%

15.36%

-7.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.30%

17.16%

-9.86%