---
title: "Templeton Global Balanced Fund — Análisis"
description: "Fondo Templeton Global Balanced Fund (ISIN LU0195953822). Gestora: Franklin Templeton International."
url: "https://fundtium.com/fondos/templeton-global-balanced-fund/analisis"
canonical_url: "https://fundtium.com/fondos/templeton-global-balanced-fund/analisis"
type: "fund"
lang: "es"
isin: "LU0195953822"
currency: "EUR"
asset_class: "multi-asset"
category: null
ter: 0.0166
manager: "Franklin Templeton International"
manager_url: "https://fundtium.com/gestoras/franklin-templeton-international.md"
rating_avg: 0
rating_count: 0
updated_at: "2026-04-29"
fundtium:tabs:
- "https://fundtium.com/fondos/templeton-global-balanced-fund.md"
- "https://fundtium.com/fondos/templeton-global-balanced-fund/analisis.md"
- "https://fundtium.com/fondos/templeton-global-balanced-fund/opiniones.md"
- "https://fundtium.com/fondos/templeton-global-balanced-fund/debate.md"
fundtium:share_classes: 1
---

# Templeton Global Balanced Fund — Análisis

> [Fondos](https://fundtium.com/fondos) › [Franklin Templeton International](https://fundtium.com/gestoras/franklin-templeton-international.md) › Templeton Global Balanced Fund

Tabs: [Resumen](https://fundtium.com/fondos/templeton-global-balanced-fund.md) · **Análisis** · [Reseñas](https://fundtium.com/fondos/templeton-global-balanced-fund/opiniones.md) · [Debate](https://fundtium.com/fondos/templeton-global-balanced-fund/debate.md)

## Contexto

| Campo | Valor |
| --- | --- |
| Clase analizada | Clase principal |
| ISIN clase | LU0195953822 |
| Divisa | EUR |
| Puntos NAV | 5496 |
| Primer NAV | 2004-12-13 |
| Último NAV | 2026-04-29 |


## Rentabilidad y riesgo

| Métrica | Valor |
| --- | --- |
| Rentabilidad anualizada | +5.37% |
| Volatilidad anualizada | 12.11% |
| Sharpe | 0.48 |
| Sortino | 0.61 |
| Calmar | 0.13 |
| Máxima caída | -42.67% |
| Mejor mes | +9.52% |
| Peor mes | -12.49% |
| % meses positivos | 0.61% |
| Media mes positivo | +2.32% |
| Media mes negativo | -2.35% |


### Retornos por ventana

| Ventana | Valor |
| --- | --- |
| 1M | +3.74% |
| 3M | +3.13% |
| 6M | +9.68% |
| YTD | +7.17% |
| 1Y | +23.21% |
| 3Y | +34.62% |
| 5Y | +38.34% |


## Caídas

| Métrica | Valor |
| --- | --- |
| Máxima caída | -42.67% |
| Caída media | -2.00% |
| Caída mediana | -0.67% |
| Caída peor 5% | -16.70% |
| % tiempo en caída | 93.07% |
| Recuperación máx. caída | 1248 días |
| Recuperación media | 30 días |
| Recuperación mediana | 3 días |


## NAV (últimos 24 meses)

_Muestra de 26 puntos. Serie completa en la [versión HTML](https://fundtium.com/fondos/templeton-global-balanced-fund/analisis)._

| Fecha | NAV | Monthly | YTD |
| --- | --- | --- | --- |
| 2024-04-29 | 33.9000 | — | — |
| 2024-05-28 | 34.4400 | — | — |
| 2024-06-27 | 34.4700 | — | — |
| 2024-07-26 | 34.8000 | — | — |
| 2024-08-23 | 34.7600 | — | — |
| 2024-09-23 | 34.7400 | — | — |
| 2024-10-21 | 35.6700 | — | — |
| 2024-11-18 | 35.8600 | — | — |
| 2024-12-17 | 35.9200 | — | — |
| 2025-01-17 | 36.6900 | — | — |
| 2025-02-18 | 37.4600 | — | — |
| 2025-03-18 | 35.8500 | — | — |
| 2025-04-15 | 33.0600 | — | — |
| 2025-05-14 | 35.2300 | — | — |
| 2025-06-12 | 35.1500 | — | — |
| 2025-07-14 | 35.5100 | — | — |
| 2025-08-11 | 36.0400 | — | — |
| 2025-09-09 | 36.3200 | — | — |
| 2025-10-07 | 37.4000 | — | — |
| 2025-11-04 | 37.9100 | — | — |
| 2025-12-03 | 38.2900 | — | — |
| 2026-01-02 | 39.3000 | — | — |
| 2026-02-02 | 40.8900 | — | — |
| 2026-03-03 | 41.3600 | — | — |
| 2026-03-31 | 40.6600 | — | — |
| 2026-04-29 | 41.5700 | — | — |