Templeton Global Balanced Fund Manager Performance Evaluation

TINCX Fund  USD 2.53  0.01  0.40%   
The entity has a beta of 0.34, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Templeton Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Templeton Global is expected to be smaller as well.

Risk-Adjusted Performance

OK

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Templeton Global Balanced are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Templeton Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
JavaScript chart by amCharts 3.21.15Dec2025Feb -5-4-3-2-101
JavaScript chart by amCharts 3.21.15Templeton Global Balanced Templeton Global Balanced Dividend Benchmark Dow Jones Industrial
Expense Ratio Date1st of May 2023
Expense Ratio1.2200
  

Templeton Global Relative Risk vs. Return Landscape

If you would invest  245.00  in Templeton Global Balanced on November 18, 2024 and sell it today you would earn a total of  8.00  from holding Templeton Global Balanced or generate 3.27% return on investment over 90 days. Templeton Global Balanced is currently producing 0.0541% returns and takes up 0.529% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Templeton, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
JavaScript chart by amCharts 3.21.15CashMarketTINCX 0.00.10.20.30.40.50.60.7 -0.04-0.020.000.020.040.06
       Risk  
Assuming the 90 days horizon Templeton Global is expected to generate 0.74 times more return on investment than the market. However, the company is 1.35 times less risky than the market. It trades about 0.1 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.06 per unit of risk.

Templeton Global Current Valuation

Fairly Valued
Today
2.53
2.52.532.52.512.52.53100%
Please note that Templeton Global's price fluctuation is not too volatile at this time. Based on Macroaxis valuation methodology, the fund appears to be fairly valued. Templeton Global Balanced has a current Real Value of $2.51 per share. The regular price of the fund is $2.53. We determine the value of Templeton Global Balanced from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Templeton Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Templeton Mutual Fund. However, Templeton Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  2.53 Real  2.51 Hype  2.53
The intrinsic value of Templeton Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Templeton Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
2.51
Real Value
3.04
Upside
Estimating the potential upside or downside of Templeton Global Balanced helps investors to forecast how Templeton mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Templeton Global more accurately as focusing exclusively on Templeton Global's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
2.002.533.06
Details

Templeton Global Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Templeton Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Templeton Global Balanced, and traders can use it to determine the average amount a Templeton Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1022

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashTINCXAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 0.53
  actual daily
4
96% of assets are more volatile

Expected Return

 0.05
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.1
  actual daily
8
92% of assets perform better
Based on monthly moving average Templeton Global is performing at about 8% 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 Global by adding it to a well-diversified portfolio.

Templeton Global Fundamentals Growth

Templeton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Templeton Global, and Templeton Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Templeton Mutual Fund performance.

About Templeton Global Performance

Evaluating Templeton Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Templeton Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Templeton Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in a diversified portfolio of debt and equity securities worldwide. It normally invests at least 25 percent of its assets in fixed income securities and at least 25 percent of its assets in equity securities. Under normal market conditions, at least 40 percent of the funds net assets are invested in non-U.S. investments and in at least three different countries.

Things to note about Templeton Global Balanced performance evaluation

Checking the ongoing alerts about Templeton Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Templeton Global Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains about 18.04% of its assets in cash
Evaluating Templeton Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Templeton Global's mutual fund performance include:
  • Analyzing Templeton Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Templeton Global's stock is overvalued or undervalued compared to its peers.
  • Examining Templeton Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Templeton Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Templeton Global's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Templeton Global's mutual fund. These opinions can provide insight into Templeton Global's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Templeton Global's mutual fund performance is not an exact science, and many factors can impact Templeton Global's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Templeton Mutual Fund

Templeton Global financial ratios help investors to determine whether Templeton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Templeton with respect to the benefits of owning Templeton Global security.
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets