The organization has beta of 0.54 which indicates as returns on market increase, Templeton returns are expected to increase less than the market. However during bear market, the loss on holding Templeton will be expected to be smaller as well.. Although it is extremely important to respect Templeton Growth A
current price movements, it is beter to be realistic about what you can do with the information about equity historical returns. The philosophy towards measuring future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators
. By inspecting Templeton Growth A technical indicators
you can presently evaluate if the expected return of 0.03% will be sustainable into the future.
Relative Risk vs. Return Landscape
If you would invest 2,460
in Templeton Growth A on November 8, 2013
and sell it today you would lose (4.00)
from holding Templeton Growth A or give up 0.16%
of portfolio value over 30
days. Templeton Growth A is currently producing 0.03% returns and takes up 0.6% volatility of returns over 30 trading days. Put another way, 6% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
Assuming 30 trading days horizon, Templeton Growth A is expected to generate 3.33 times less return on investment than the market. In addition to that, the company is 1.33 times more volatile than its market benchmark. It trades about 0.05 of its total potential returns per unit of risk. The S&P 500 is currently generating roughly 0.22 per unit of volatility.
Manager Realized Returns
The manager joined Franklin Templeton Investments in Templeton Nassau office in 1997 and most recently served as director of research for the Templeton Global Equity Group before assuming her current responsibilities. Sweeting holds the Chartered Financial Analyst designation.. . The fund invests primarily in the equity securities of companies located anywhere in the world, including emerging markets
Templeton Price to Book
Based on latest financial disclosure the price to book indicator of Templeton Growth A is roughly 1.24 times. This is 20.39% higher than that of Franklin Templeton Investment Funds family, and 16.64% higher than that of World Stock
category, The Price to Book for all funds is 31.91% lower than the firm.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Templeton Year to Date Return
Templeton Growth A has Year to Date Return of 20.23%. This is 152.88% higher than that of Franklin Templeton Investment Funds family, and 37.5% higher than that of World Stock
category, The Year to Date Return for all funds is 292.05% lower than the firm.
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.