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Templeton performance

 
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Templeton Growth A

Fund@NASDAQ Stock Exchange 
United States USD
     
Use Templeton Growth A performance together with your other fund asset holdings to protect against small markets fluctuations as well as to check it against diversification policy that fits your risk preferences.  Optimize Portfolio
Investment horizon: 
  30 Days    Login   to change

Relative Risk vs. Return Landscape

If you would invest  2,119  in Templeton Growth A on April 25, 2013 and sell it today you would earn a total of  77.00  from holding Templeton Growth A or generate 3.63% return on investment over 30 days. Templeton Growth A is currently producing 0.16% returns and takes up 0.55% volatility of returns over 30 trading days. Put another way, 7% of traded equities are less volatile than the company and 91% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
 
Change Benchmark   Risk [Daily Volatility] (%)
Assuming 30 trading days horizon, Templeton Growth A is expected to generate 1.13 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.04 times less risky than the market. It trades about 0.29 of its potential returns per unit of risk. The S&P 500 is currently generating roughly 0.32 of returns per unit of risk over similar time horizon.

Templeton Price to Book

Based on latest financial disclosure the price to book indicator of Templeton Growth A is roughly 1.06 times. This indicator is about the same for Franklin Templeton Investment Funds average (which is currently at 1.04) family, and 7.31% lower than that of World Stock category, The Price to Book for all funds is 1.92% 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 4.48%. This is 46.41% higher than that of Franklin Templeton Investment Funds family, and 7.57% lower than that of World Stock category, The Year to Date Return for all funds is 47.85% 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.

Templeton Price to Earning vs Price to Book

Templeton Growth A is rated below average in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about  0.10  of Price to Book per Price to Earning. The ratio of Price to Earning to Price to Book for Templeton Growth A is roughly  10.19 
Templeton
Performance
15
Out Of
100
Over 30
Days
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1 Month Efficiency (a.k Sharpe Ratio) ...

0.29

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Estimated Market Risk

 0.55
  actual daily
 
 93 %
of total potential
 
Market Risk score

Expected Return

 0.16
  actual daily
 
 9 %
of total potential
 
Expected Return score

Risk-Adjusted Return

 0.29
  actual daily
 
 15 %
of total potential
 
Risk-Adjusted Return score
Based on monthly moving average Templeton is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Templeton by adding it to a well-diversified portfolio.
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