Templeton Emerging Markets Smaller Companies Fund W(acc)USD

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-Year*Above AverageAverage4 star
Overall*AverageAbove Average3 star
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1 Year Daily Volatility Chart (annualised)
  • Templeton Emerging Markets Smaller Companies Fund W(acc)USD
  • MSCI Emerging Markets SMID NR USD
Volatility Measurements30/04/2022
3-Yr Std Dev19.47 %
3-Yr Mean Return7.20 %
3-Yr Sharpe Ratio0.34
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 MSCI Emerging Markets SMID NR USD  Morningstar Asia Pac xJpn NR USD
3-Yr Beta0.981.14
3-Yr Alpha-2.00-0.98
* This share class has performance data calculated prior to the inception date, 2013-10-25. This is based upon a simulated/extended track record, using the track record of Templeton Em Mkts Smlr Coms A(acc)USD (ISIN: LU0300738514), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)