Templeton World Fund Manager Performance Evaluation
| TEWTX Fund | USD 16.76 0.09 0.54% |
The entity has a beta of 0.87, which indicates possible diversification benefits within a given portfolio. Templeton World returns are very sensitive to returns on the market. As the market goes up or down, Templeton World is expected to follow.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Templeton World Fund are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Templeton World is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Gold and Silver Funds Surged. Crypto Took a Dive. - Barrons | 01/08/2026 |
| Expense Ratio Date | 1st of January 2026 | |
| Expense Ratio | 1.8000 |
Templeton |
Templeton World Relative Risk vs. Return Landscape
If you would invest 1,622 in Templeton World Fund on November 27, 2025 and sell it today you would earn a total of 54.00 from holding Templeton World Fund or generate 3.33% return on investment over 90 days. Templeton World Fund is currently producing 0.0586% returns and takes up 0.9001% volatility of returns over 90 trading days. Put another way, 8% 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 |
| Risk |
Templeton World Current Valuation
Undervalued
Today
Please note that Templeton World's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Templeton World has a current Real Value of $17.81 per share. The regular price of the fund is $16.76. We determine the value of Templeton World 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 World is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Templeton Mutual Fund. However, Templeton World'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 16.76 | Real 17.81 | Hype 16.75 | Naive 16.96 |
The intrinsic value of Templeton World'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 World'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.
Estimating the potential upside or downside of Templeton World Fund 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 World more accurately as focusing exclusively on Templeton World's fundamentals will not take into account other important factors: Templeton World Target Price Odds to finish over Current Price
The tendency of Templeton Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 16.76 | 90 days | 16.76 | about 30.85 |
Based on a normal probability distribution, the odds of Templeton World to move above the current price in 90 days from now is about 30.85 (This Templeton World Fund probability density function shows the probability of Templeton Mutual Fund to fall within a particular range of prices over 90 days) .
Templeton World Price Density |
| Price |
Predictive Modules for Templeton World
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Templeton World. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Templeton World's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Templeton World Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Templeton World is not an exception. The market had few large corrections towards the Templeton World's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Templeton World Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Templeton World within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.87 | |
σ | Overall volatility | 0.40 | |
Ir | Information ratio | -0.0029 |
Templeton World Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Templeton World for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Templeton World can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 5.33% of its assets in cash |
Templeton World Fundamentals Growth
Templeton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Templeton World, and Templeton World 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.
| Price To Earning | 12.89 X | ||||
| Price To Book | 1.10 X | ||||
| Price To Sales | 0.85 X | ||||
| Total Asset | 5.6 M | ||||
About Templeton World Performance
Evaluating Templeton World's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Templeton World 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 World 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 predominantly in the equity securities of companies located anywhere in the world, including developing markets. Under normal circumstances, it will invest in issuers located in at least three different countries . The equity securities in which the fund invests are primarily common stock, and may include small and mid capitalization companies. Although the manager will search for investments across a large number of regions, countries and sectors, from time to time, based on economic conditions, it may have significant positions in particular regions, countries or sectors.Things to note about Templeton World performance evaluation
Checking the ongoing alerts about Templeton World for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Templeton World 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 5.33% of its assets in cash |
- Analyzing Templeton World'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 World's stock is overvalued or undervalued compared to its peers.
- Examining Templeton World'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 World's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Templeton World's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Templeton World's mutual fund. These opinions can provide insight into Templeton World's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Templeton Mutual Fund
Templeton World 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 World security.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |