Nasdaq - Delayed Quote • USD
Templeton China World C (TCWCX)
At close: 5:30 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -3.07% |
| 5y Average Return | -12.49% |
| Number of Years Up | 16 |
| Number of Years Down | 14 |
| Best 1Y Total Return (Apr 18, 2024) | 62.86% |
| Worst 1Y Total Return (Apr 18, 2024) | -- |
| Best 3Y Total Return | 62.86% |
| Worst 3Y Total Return | -26.41% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
TCWCX
Category
- YTD
- -2.78%
- 6.62%
- 1-Month
- 1.07%
- 1.20%
- 3-Month
- -2.78%
- 6.57%
- 1-Year
- -29.44%
- 37.26%
- 3-Year
- -27.04%
- 13.53%
- 5-Year
- -11.97%
- 15.37%
- 10-Year
- -3.76%
- 7.09%
- Last Bull Market
- -8.64%
- 18.73%
- Last Bear Market
- 6.86%
- -27.14%
Annual Total Return (%) History
Year
TCWCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -2.78% | -- | -- | -- |
| 2023 | 4.79% | -14.98% | -5.50% | -9.66% |
| 2022 | -21.72% | 6.86% | -27.48% | 11.67% |
| 2021 | -0.22% | 4.86% | -19.82% | -7.80% |
| 2020 | -11.51% | 20.42% | 13.65% | 9.87% |
| 2019 | 13.17% | -3.26% | -3.79% | 10.16% |
| 2018 | 3.49% | -0.09% | -0.72% | -11.01% |
| 2017 | 9.28% | 8.29% | 9.48% | 2.41% |
| 2016 | -0.91% | 0.76% | 10.00% | -5.39% |
| 2015 | 2.88% | 3.96% | -21.94% | 5.58% |
| 2014 | -4.60% | 5.12% | -1.74% | -0.68% |
| 2013 | -2.29% | -7.92% | 6.95% | 1.22% |
| 2012 | 9.79% | -7.34% | 4.25% | 9.25% |
| 2011 | 1.95% | -0.17% | -21.35% | 7.26% |
| 2010 | -0.77% | -5.57% | 17.05% | 6.74% |
| 2009 | 1.91% | 32.21% | 10.06% | 9.83% |
| 2008 | -17.47% | -0.67% | -18.90% | -17.38% |
| 2007 | -0.82% | 19.34% | 25.21% | -3.41% |
| 2006 | 6.86% | 2.80% | 4.08% | 22.41% |
| 2005 | 1.58% | 3.90% | 8.14% | 2.44% |
| 2004 | 3.06% | -4.90% | 6.66% | 7.47% |
| 2003 | 6.40% | 12.27% | 15.08% | 21.28% |
| 2002 | 11.47% | 7.84% | -9.53% | 6.84% |
| 2001 | 4.64% | 10.41% | -19.86% | 6.04% |
| 2000 | 5.78% | -8.72% | -1.25% | -7.87% |
| 1999 | -2.30% | 33.71% | -12.63% | 21.48% |
| 1998 | 1.73% | -28.22% | -7.49% | 14.49% |
| 1997 | -3.79% | 6.82% | 2.50% | -40.43% |
| 1996 | 6.71% | 4.37% | 2.58% | 21.41% |
| 1995 | 0.12% | 2.39% | 3.68% | 0.08% |
| 1994 | -20.63% | -5.09% | 8.32% | -17.35% |
| 1993 | 28.79% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 55 |
| 1-Month | 34 |
| 3-Month | 55 |
| 1-Year | 93 |
| 3-Year | 98 |
| 5-Year | 100 |
Load Adjusted Returns
| 1-Year | -30.14% |
| 3-Year | -27.04% |
| 5-Year | -11.97% |
| 10-Year | -3.76% |
Performance & Risk
| YTD Return | -3.07% |
| 5y Average Return | -12.49% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Fund Overview
| Category | China Region |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 62.58M |
| YTD Return | -2.78% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 11, 2003 |
Fund Summary
The fund invests at least 80% of its net assets in securities of "China companies." It also invests in American, Global and European Depositary Receipts. China companies may be any size across the entire market capitalization spectrum. In addition to the fund's main investments, the fund may invest up to 20% of its net assets in securities that do not qualify as China company securities, but whose issuers, in the judgment of the investment manager, are expected to benefit from developments in the economy of China, Hong Kong or Taiwan. It is non-diversified.