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Templeton World Fund (TWDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.44+0.12 (+0.69%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.34%
5-year average return7.28%
Number of years up11
Number of years down6
Best 1-yr total return (2 Jul 2024)32.94%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.94%
Worst 3-yr total return-4.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTWDAXCategory
YTD14.74%12.08%
1-month2.26%0.64%
3-month2.02%6.49%
1-year25.91%38.01%
3-year5.10%12.74%
5-year7.21%12.82%
10-year4.25%9.05%
Last bull market31.94%18.82%
Last bear market-17.37%-20.53%

Annual total return (%) history

Year
TWDAXCategory
2024
N/AN/A
2023
32.52%N/A
2022
-22.70%N/A
2021
8.26%N/A
2020
3.90%12.96%
2019
16.47%25.26%
2018
-11.59%-10.06%
2017
13.18%22.28%
2016
12.79%6.93%
2015
-5.91%-0.92%
2014
-2.89%3.67%
2013
30.23%24.08%
2012
19.65%14.39%
2011
-5.21%-7.19%
2010
8.26%14.49%
2009
32.94%34.45%
2008
-39.38%-41.13%
2007
8.75%12.16%
2006
N/A19.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.47%2.02%N/AN/A
202313.32%6.57%-4.28%14.64%
2022-5.73%-17.37%-8.63%8.62%
20216.51%2.92%-2.32%1.10%
2020-20.59%10.74%3.76%13.86%
20199.14%-0.37%0.38%6.72%
2018-3.85%3.70%3.39%-14.23%
20174.86%2.35%2.41%2.97%
2016-2.87%-0.83%7.56%8.87%
20151.69%0.11%-10.41%3.16%
20141.39%3.26%-4.09%-3.29%
20135.79%3.25%10.26%8.14%
201212.16%-7.08%8.81%5.51%
20115.46%1.09%-17.46%7.72%
20101.22%-13.00%13.75%8.08%
2009-9.62%18.60%18.55%4.61%
2008-11.92%-1.93%-13.12%-19.22%
20070.77%7.11%1.43%-0.66%
20065.43%8.56%N/AN/A

Rank in category (by total return)

YTD5
1-month12
3-month38
1-year3
3-year43
5-year79

Load adjusted returns

1-year25.91%
3-year5.10%
5-year7.21%
10-year4.25%