Templeton Global Balanced Fund
LU0195953822·Multiactivo·1
+16,71 %
+5,72 %
12,08 %
-42,67 %
+8,59 %
+13,12 %
+26,56 %
+40,33 %
+50,25 %
2026
YTD16.71%
Ene4.1%
Feb4.1%
Mar-3.3%
Abr3.0%
May3.4%
Jun1.6%
Jul2.9%
Ago—
Sep—
Oct—
Nov—
Dic—
fundtium.com
| Año | Ene | Feb | Mar | Abr | May | Jun | Jul | Ago | Sep | Oct | Nov | Dic | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.1Ene 2026: 4.12% | 4.1Feb 2026: 4.11% | -3.3Mar 2026: -3.31% | 3.0Abr 2026: 3.03% | 3.4May 2026: 3.37% | 1.6Jun 2026: 1.59% | 2.9Jul 2026: 2.91% | Ago 2026: sin datos | Sep 2026: sin datos | Oct 2026: sin datos | Nov 2026: sin datos | Dic 2026: sin datos | 16.7YTD 2026: 16.71% |
| 2025 | 3.3Ene 2025: 3.27% | 1.6Feb 2025: 1.60% | -4.9Mar 2025: -4.87% | -5.1Abr 2025: -5.12% | 3.1May 2025: 3.13% | 0.3Jun 2025: 0.34% | 2.8Jul 2025: 2.79% | 0.3Ago 2025: 0.33% | 2.0Sep 2025: 1.96% | 3.4Oct 2025: 3.36% | 0.3Nov 2025: 0.29% | 1.5Dic 2025: 1.46% | 8.4YTD 2025: 8.38% |
| 2024 | -1.0Ene 2024: -1.01% | 1.4Feb 2024: 1.36% | 3.4Mar 2024: 3.38% | -0.4Abr 2024: -0.44% | 1.8May 2024: 1.78% | 0.4Jun 2024: 0.41% | 2.5Jul 2024: 2.49% | -0.8Ago 2024: -0.85% | -0.3Sep 2024: -0.26% | -0.1Oct 2024: -0.06% | 3.7Nov 2024: 3.69% | -1.4Dic 2024: -1.35% | 9.3YTD 2024: 9.35% |
| 2023 | 7.3Ene 2023: 7.32% | -0.8Feb 2023: -0.79% | -1.0Mar 2023: -0.99% | -0.3Abr 2023: -0.29% | -0.7May 2023: -0.68% | 2.2Jun 2023: 2.18% | 3.4Jul 2023: 3.35% | -2.7Ago 2023: -2.75% | -1.4Sep 2023: -1.40% | -3.4Oct 2023: -3.41% | 5.1Nov 2023: 5.07% | 3.8Dic 2023: 3.84% | 11.4YTD 2023: 11.40% |
| 2022 | 1.1Ene 2022: 1.09% | 0.2Feb 2022: 0.19% | 1.7Mar 2022: 1.70% | -1.2Abr 2022: -1.18% | 1.4May 2022: 1.41% | -6.7Jun 2022: -6.66% | 4.7Jul 2022: 4.71% | -2.0Ago 2022: -2.00% | -7.6Sep 2022: -7.56% | 2.7Oct 2022: 2.69% | 4.5Nov 2022: 4.46% | -4.2Dic 2022: -4.24% | -6.1YTD 2022: -6.10% |
| 2021 | 0.6Ene 2021: 0.58% | 4.8Feb 2021: 4.76% | 4.1Mar 2021: 4.06% | -0.7Abr 2021: -0.73% | -0.0May 2021: -0.03% | 1.4Jun 2021: 1.37% | -0.4Jul 2021: -0.43% | 1.1Ago 2021: 1.12% | -0.6Sep 2021: -0.62% | 1.8Oct 2021: 1.81% | -1.2Nov 2021: -1.23% | 2.3Dic 2021: 2.32% | 13.6YTD 2021: 13.58% |
| 2020 | -2.0Ene 2020: -2.02% | -5.1Feb 2020: -5.06% | -12.5Mar 2020: -12.49% | 7.2Abr 2020: 7.18% | 1.6May 2020: 1.62% | 0.4Jun 2020: 0.40% | -1.9Jul 2020: -1.95% | 1.3Ago 2020: 1.26% | 0.4Sep 2020: 0.44% | -1.1Oct 2020: -1.08% | 8.1Nov 2020: 8.11% | 2.8Dic 2020: 2.80% | -2.4YTD 2020: -2.41% |
| 2019 | 6.2Ene 2019: 6.18% | 2.4Feb 2019: 2.45% | 0.6Mar 2019: 0.57% | 2.2Abr 2019: 2.22% | -5.5May 2019: -5.53% | 3.3Jun 2019: 3.28% | 1.2Jul 2019: 1.17% | -2.9Ago 2019: -2.95% | 4.2Sep 2019: 4.16% | 0.0Oct 2019: 0.04% | 3.2Nov 2019: 3.21% | 1.0Dic 2019: 1.00% | 16.4YTD 2019: 16.36% |
| 2018 | 0.8Ene 2018: 0.85% | -1.9Feb 2018: -1.87% | -2.0Mar 2018: -2.03% | 2.6Abr 2018: 2.63% | 0.9May 2018: 0.93% | -0.7Jun 2018: -0.69% | 3.1Jul 2018: 3.05% | -1.2Ago 2018: -1.24% | 0.4Sep 2018: 0.42% | -3.2Oct 2018: -3.22% | 1.1Nov 2018: 1.09% | -6.2Dic 2018: -6.19% | -6.4YTD 2018: -6.44% |
| 2017 | -0.0Ene 2017: -0.04% | 3.2Feb 2017: 3.24% | 1.2Mar 2017: 1.21% | -1.0Abr 2017: -0.97% | -2.2May 2017: -2.23% | -0.5Jun 2017: -0.50% | -0.8Jul 2017: -0.78% | -1.2Ago 2017: -1.21% | 2.6Sep 2017: 2.58% | 1.5Oct 2017: 1.51% | -1.6Nov 2017: -1.56% | 0.2Dic 2017: 0.23% | 1.3YTD 2017: 1.33% |
| 2016 | -5.4Ene 2016: -5.44% | -1.5Feb 2016: -1.51% | 1.6Mar 2016: 1.62% | 1.3Abr 2016: 1.28% | 1.0May 2016: 1.05% | -1.8Jun 2016: -1.77% | 2.3Jul 2016: 2.33% | 1.7Ago 2016: 1.72% | -0.4Sep 2016: -0.38% | 2.1Oct 2016: 2.08% | 3.4Nov 2016: 3.41% | 2.9Dic 2016: 2.90% | 7.2YTD 2016: 7.16% |
| 2015 | 5.3Ene 2015: 5.34% | 5.2Feb 2015: 5.24% | 3.0Mar 2015: 3.04% | -1.0Abr 2015: -1.00% | 1.0May 2015: 0.97% | -3.5Jun 2015: -3.45% | 1.6Jul 2015: 1.63% | -7.5Ago 2015: -7.54% | -3.8Sep 2015: -3.81% | 7.5Oct 2015: 7.52% | 3.1Nov 2015: 3.15% | -5.4Dic 2015: -5.35% | 4.6YTD 2015: 4.60% |
| 2014 | -1.0Ene 2014: -1.02% | 2.0Feb 2014: 1.96% | 0.5Mar 2014: 0.53% | 0.1Abr 2014: 0.10% | 2.9May 2014: 2.91% | 0.1Jun 2014: 0.09% | 0.3Jul 2014: 0.32% | 3.1Ago 2014: 3.09% | 0.6Sep 2014: 0.63% | -0.3Oct 2014: -0.27% | 1.2Nov 2014: 1.16% | 0.7Dic 2014: 0.66% | 10.6YTD 2014: 10.56% |
| 2013 | 1.0Ene 2013: 1.04% | 2.2Feb 2013: 2.22% | 3.1Mar 2013: 3.13% | 0.8Abr 2013: 0.77% | 2.0May 2013: 1.99% | -3.3Jun 2013: -3.30% | 2.5Jul 2013: 2.53% | -0.5Ago 2013: -0.45% | 1.6Sep 2013: 1.57% | 2.8Oct 2013: 2.79% | 0.8Nov 2013: 0.83% | -0.6Dic 2013: -0.58% | 13.1YTD 2013: 13.09% |
| 2012 | 4.4Ene 2012: 4.44% | 1.9Feb 2012: 1.94% | -0.1Mar 2012: -0.12% | -1.1Abr 2012: -1.07% | -3.3May 2012: -3.31% | 4.2Jun 2012: 4.24% | 4.7Jul 2012: 4.66% | 0.7Ago 2012: 0.74% | 1.0Sep 2012: 0.96% | -0.4Oct 2012: -0.39% | 1.2Nov 2012: 1.24% | 1.7Dic 2012: 1.67% | 15.7YTD 2012: 15.72% |
| 2011 | 0.6Ene 2011: 0.56% | 1.5Feb 2011: 1.54% | -2.5Mar 2011: -2.54% | 0.2Abr 2011: 0.25% | 1.1May 2011: 1.11% | -2.0Jun 2011: -1.96% | -0.4Jul 2011: -0.44% | -6.0Ago 2011: -6.02% | -3.3Sep 2011: -3.27% | 6.8Oct 2011: 6.83% | -0.7Nov 2011: -0.71% | 2.7Dic 2011: 2.67% | -2.5YTD 2011: -2.53% |
| 2010 | -0.1Ene 2010: -0.07% | 2.0Feb 2010: 1.96% | 5.7Mar 2010: 5.70% | 1.1Abr 2010: 1.10% | -1.7May 2010: -1.67% | -1.5Jun 2010: -1.50% | 1.4Jul 2010: 1.39% | -0.7Ago 2010: -0.72% | 0.9Sep 2010: 0.92% | 0.7Oct 2010: 0.65% | 1.6Nov 2010: 1.56% | 3.5Dic 2010: 3.45% | 13.3YTD 2010: 13.30% |
| 2009 | -1.2Ene 2009: -1.24% | -8.6Feb 2009: -8.65% | 2.3Mar 2009: 2.30% | 9.5Abr 2009: 9.52% | 0.5May 2009: 0.49% | 0.5Jun 2009: 0.49% | 6.3Jul 2009: 6.34% | 2.1Ago 2009: 2.14% | 2.5Sep 2009: 2.54% | -2.5Oct 2009: -2.48% | 0.8Nov 2009: 0.82% | 6.0Dic 2009: 6.01% | 18.5YTD 2009: 18.49% |
| 2008 | -5.9Ene 2008: -5.94% | -1.9Feb 2008: -1.89% | -3.9Mar 2008: -3.92% | 3.1Abr 2008: 3.11% | -0.1May 2008: -0.13% | -8.1Jun 2008: -8.12% | 0.6Jul 2008: 0.58% | 4.1Ago 2008: 4.07% | -4.0Sep 2008: -4.05% | -5.4Oct 2008: -5.38% | -3.8Nov 2008: -3.84% | -3.6Dic 2008: -3.60% | -26.1YTD 2008: -26.10% |
| 2007 | 1.9Ene 2007: 1.94% | -2.4Feb 2007: -2.42% | 0.1Mar 2007: 0.12% | 2.0Abr 2007: 2.00% | 2.7May 2007: 2.66% | -1.1Jun 2007: -1.12% | -3.0Jul 2007: -2.96% | -0.2Ago 2007: -0.18% | -0.8Sep 2007: -0.76% | 0.9Oct 2007: 0.89% | -4.0Nov 2007: -3.99% | -0.3Dic 2007: -0.31% | -4.3YTD 2007: -4.28% |
| 2006 | 1.6Ene 2006: 1.57% | 1.7Feb 2006: 1.73% | -0.5Mar 2006: -0.55% | -0.2Abr 2006: -0.18% | -3.5May 2006: -3.49% | -0.1Jun 2006: -0.06% | 0.8Jul 2006: 0.82% | 1.8Ago 2006: 1.82% | 2.8Sep 2006: 2.78% | 2.3Oct 2006: 2.28% | -1.9Nov 2006: -1.88% | 2.1Dic 2006: 2.10% | 7.0YTD 2006: 6.96% |
| 2005 | 1.6Ene 2005: 1.61% | 1.7Feb 2005: 1.66% | 0.1Mar 2005: 0.07% | -1.1Abr 2005: -1.13% | 4.4May 2005: 4.44% | 2.4Jun 2005: 2.40% | 1.6Jul 2005: 1.61% | -0.9Ago 2005: -0.92% | 3.0Sep 2005: 2.99% | -2.3Oct 2005: -2.26% | 2.8Nov 2005: 2.84% | 2.4Dic 2005: 2.44% | 16.7YTD 2005: 16.69% |
Rendimiento Anualizado
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 33.85% | 25.51% | 23.63% | 11.87% | 8.67% | 7.17% | 6.19% | |
| 8.30% | 9.51% | 9.42% | 10.17% | 10.82% | 11.63% | 12.08% | |
| TAE | 39.19% | 28.24% | 25.95% | 11.95% | 8.48% | 6.80% | 5.72% |
Estadísticas de retornos
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| 0.82% | 2.46% | 8.87% | |
| 0.51% | 1.54% | 6.17% | |
| 3.03% | 5.58% | 10.74% | |
| 61.00% | 67.82% | 72.73% | |
| 39.00% | 32.18% | 27.27% | |
| 9.52% | 14.24% | 18.49% | |
| -12.49% | -18.60% | -26.10% |
Estadísticas de riesgo
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| -7.80% | -13.17% | -21.97% | |
| -9.75% | -18.60% | -26.10% | |
| -7.80% | -13.17% | -21.97% | |
| -0.56 | -0.80 | -1.38 | |
| 1.64 | 1.54 | 2.40 |
Estadísticas de caídas
| Métrica | Caída | Recuperación |
|---|---|---|
| -42.67% | 1248 días | |
| -21.45% | 580 días | |
| -3.12% | 48 días | |
| -1.51% | 7 días | |
| 7321 días (92.7%) | ||
Peores caídas
| Periodo | Caída | Recup. |
|---|---|---|
| #1 · jun 2007 → mar 2009 | -42.67% | 1248 días |
| #2 · feb 2020 → mar 2020 | -25.98% | 310 días |
| #3 · abr 2015 → feb 2016 | -24.76% | 1167 días |
| #4 · feb 2025 → abr 2025 | -14.27% | 183 días |
| #5 · abr 2022 → sept 2022 | -12.38% | 441 días |
| Banda | % tiempo | Días |
|---|---|---|
| 0 a -5% | 56.0% | 4421 días |
| -5% a -10% | 17.6% | 1392 días |
| -10% a -20% | 18.8% | 1486 días |
| -20% a -30% | 4.3% | 342 días |
| -30% a -40% | 3.1% | 245 días |
| -40% a -50% | 0.1% | 10 días |
| ≤ -50% | 0.0% | 0 días |
Ratios Anualizados
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 4.08 | 2.68 | 2.51 | 1.17 | 0.80 | 0.62 | 0.51 | |
| 6.72 | 4.00 | 3.21 | 1.48 | 1.04 | 0.75 | 0.65 | |
| 29.03 | 5.40 | 4.96 | 0.84 | 0.59 | 0.26 | 0.13 | |
| 1.89 | 1.54 | 1.54 | 1.24 | 1.15 | 1.12 | 1.10 |
Sentimiento de la comunidad
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Comisiones
1.66%
5.00%
0.00%
1.30%
0.00%
0.14%
Pulso de la comunidad
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En carteras0
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