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Nasdaq - Delayed Quote USD

Templeton Global Balanced A (TAGBX)

2.5400
0.0000
(0.00%)
At close: 8:07:16 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.17%
5y Average Return 4.32%
Number of Years Up 8
Number of Years Down 5
Best 1Y Total Return (May 5, 2025) 18.01%
Worst 1Y Total Return (May 5, 2025) --
Best 3Y Total Return 18.01%
Worst 3Y Total Return -5.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TAGBX
Category
YTD
6.33%
0.00%
1-Month
0.40%
0.00%
3-Month
2.02%
0.00%
1-Year
8.06%
0.00%
3-Year
4.63%
0.00%
5-Year
3.98%
0.00%
10-Year
0.92%
0.00%
Last Bull Market
5.92%
0.00%
Last Bear Market
-13.04%
0.00%

Annual Total Return (%) History

Year
TAGBX
Category
2025
--
--
2024
0.44%
--
2023
13.80%
--
2022
-14.28%
--
2021
-1.54%
--
2020
1.49%
--
2019
6.96%
--
2018
-9.44%
--

2017
12.18%
--
2016
5.64%
--
2015
-2.58%
--
2014
-0.67%
--
2013
17.37%
--
2012
18.01%
--
2011
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 5.91% -- -- --
2024 0.87% -0.41% 7.13% -6.67%
2023 6.04% 1.15% -4.13% 10.67%
2022 -2.38% -13.04% -9.94% 12.14%
2021 3.02% 1.53% -4.30% -1.64%
2020 -17.18% 5.99% 3.34% 11.88%
2019 5.23% -0.08% -2.03% 3.84%
2018 -1.73% -0.64% 2.25% -9.30%
2017 5.90% 2.00% 2.72% 1.11%
2016 -2.16% -1.35% 4.51% 4.72%

2015 3.32% 0.30% -8.42% 2.65%
2014 2.25% 2.83% -3.52% -2.07%
2013 4.30% 0.17% 6.12% 5.86%
2012 10.58% -4.62% 6.91% 4.65%
2011 6.11% -- -- --

Rank in Category (By Total Return)

YTD 3
1-Month 37
3-Month 9
1-Year 61
3-Year 82
5-Year 100

Load Adjusted Returns

1-Year 2.12%
3-Year 2.68%
5-Year 2.81%
10-Year 0.35%

Performance & Risk

YTD Return 7.17%
5y Average Return 4.32%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Franklin Templeton Investments
Net Assets 290.64M
YTD Return 6.33%
Yield 2.02%
Morningstar Rating
Inception Date Jul 01, 2005

Fund Summary

The fund invests in a diversified portfolio of debt and equity securities worldwide. It normally invests at least 25% of its assets in fixed income securities and at least 25% of its assets in equity securities. Under normal market conditions, at least 40% of the fund's net assets are invested in non-U.S. investments and in at least three different countries.

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