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TPINX vs. TEDMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TPINX vs. TEDMX - Performance Comparison

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

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TPINX vs. TEDMX - 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%
TEDMX
Templeton Developing Markets Trust
1.93%44.71%8.14%12.28%-22.17%-5.82%18.65%26.39%-16.21%40.21%

Returns By Period

In the year-to-date period, TPINX achieves a -2.00% return, which is significantly lower than TEDMX's 1.93% return. Over the past 10 years, TPINX has underperformed TEDMX with an annualized return of -0.40%, while TEDMX has yielded a comparatively higher 10.01% 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%

TEDMX

1D
-1.03%
1M
-14.55%
YTD
1.93%
6M
9.21%
1Y
39.13%
3Y*
18.77%
5Y*
4.45%
10Y*
10.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TPINX vs. TEDMX - Expense Ratio Comparison

TPINX has a 0.94% expense ratio, which is lower than TEDMX's 1.38% expense ratio.


Return for Risk

TPINX vs. TEDMX — 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

TEDMX
TEDMX Risk / Return Rank: 9090
Overall Rank
TEDMX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
TEDMX Sortino Ratio Rank: 9090
Sortino Ratio Rank
TEDMX Omega Ratio Rank: 8888
Omega Ratio Rank
TEDMX Calmar Ratio Rank: 8989
Calmar Ratio Rank
TEDMX Martin Ratio Rank: 9090
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. TEDMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Templeton Global Bond Fund (TPINX) and Templeton Developing Markets Trust (TEDMX). 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.


TPINXTEDMXDifference

Sharpe ratio

Return per unit of total volatility

1.16

1.99

-0.84

Sortino ratio

Return per unit of downside risk

1.62

2.51

-0.89

Omega ratio

Gain probability vs. loss probability

1.21

1.38

-0.17

Calmar ratio

Return relative to maximum drawdown

1.42

2.44

-1.02

Martin ratio

Return relative to average drawdown

6.10

10.31

-4.21

TPINX vs. TEDMX - Sharpe Ratio Comparison

The current TPINX Sharpe Ratio is 1.16, which is lower than the TEDMX Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of TPINX and TEDMX, 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


TPINXTEDMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.16

1.99

-0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.18

0.24

-0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.05

0.53

-0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.37

+0.39

Correlation

The correlation between TPINX and TEDMX is 0.37, 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. TEDMX - Dividend Comparison

TPINX's dividend yield for the trailing twelve months is around 5.28%, more than TEDMX's 2.59% 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%
TEDMX
Templeton Developing Markets Trust
2.59%2.64%3.30%3.44%5.25%6.76%2.40%4.54%1.35%0.90%1.20%1.02%

Drawdowns

TPINX vs. TEDMX - Drawdown Comparison

The maximum TPINX drawdown since its inception was -26.45%, smaller than the maximum TEDMX drawdown of -64.97%. Use the drawdown chart below to compare losses from any high point for TPINX and TEDMX.


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Drawdown Indicators


TPINXTEDMXDifference

Max Drawdown

Largest peak-to-trough decline

-26.45%

-64.97%

+38.52%

Max Drawdown (1Y)

Largest decline over 1 year

-6.36%

-14.80%

+8.44%

Max Drawdown (5Y)

Largest decline over 5 years

-19.15%

-42.15%

+23.00%

Max Drawdown (10Y)

Largest decline over 10 years

-26.45%

-44.36%

+17.91%

Current Drawdown

Current decline from peak

-16.57%

-14.80%

-1.77%

Average Drawdown

Average peak-to-trough decline

-4.80%

-19.54%

+14.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.48%

3.50%

-2.02%

Volatility

TPINX vs. TEDMX - Volatility Comparison

The current volatility for Templeton Global Bond Fund (TPINX) is 3.50%, while Templeton Developing Markets Trust (TEDMX) has a volatility of 10.04%. This indicates that TPINX experiences smaller price fluctuations and is considered to be less risky than TEDMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TPINXTEDMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.50%

10.04%

-6.54%

Volatility (6M)

Calculated over the trailing 6-month period

5.19%

15.00%

-9.81%

Volatility (1Y)

Calculated over the trailing 1-year period

7.58%

19.53%

-11.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.00%

18.94%

-10.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.30%

18.79%

-11.49%