Franklin Templeton Investment Funds Franklin Natural Resources Fund Klasse A (Ydis) USD/ LU0300736492 /
| NAV30.05.2024 | Diff.+0,0300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 8,6900USD | +0,35% | ausschüttend | Aktien weltweit | Franklin Templeton ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | - | -2,00 | 10,29 | 5,54 | -5,99 | 5,29 | - |
| 2008 | -7,81 | 8,98 | -4,44 | 10,76 | 7,87 | 3,00 | -15,12 | -3,43 | -20,65 | -28,57 | -7,97 | -2,39 | -50,70% |
| 2009 | 1,70 | -7,05 | 7,58 | 12,62 | 17,13 | -7,45 | 8,05 | 1,13 | 8,90 | 0,00 | 4,73 | 2,68 | +58,87% |
| 2010 | -4,87 | 4,37 | 4,19 | 2,99 | -11,59 | -5,04 | 9,43 | -3,76 | 12,61 | 5,15 | 6,07 | 8,84 | +28,74% |
| 2011 | 3,51 | 5,88 | 1,94 | 0,25 | -4,45 | -2,50 | 2,74 | -11,45 | -20,70 | 21,94 | 0,70 | -5,59 | -12,73% |
| 2012 | 6,45 | 4,97 | -6,24 | -1,82 | -15,52 | 1,34 | 2,64 | 2,46 | 4,34 | -2,52 | -1,57 | 1,94 | -5,50% |
| 2013 | 5,82 | -2,75 | 0,98 | -4,31 | 1,01 | -4,57 | 5,02 | 1,33 | 3,62 | 3,92 | -2,95 | 1,26 | +7,94% |
| 2014 | -4,15 | 7,24 | 1,51 | 5,16 | -0,28 | 5,30 | -4,05 | 1,41 | -10,07 | -9,66 | -9,90 | -3,79 | -21,04% |
| 2015 | -4,20 | 6,85 | -3,59 | 11,04 | -6,11 | -4,46 | -12,15 | -2,28 | -10,89 | 11,17 | -3,61 | -11,24 | -28,48% |
| 2016 | -5,32 | 0,39 | 12,74 | 13,53 | -4,83 | 4,12 | -0,15 | -0,30 | 3,98 | -3,09 | 8,95 | 0,42 | +32,29% |
| 2017 | 1,80 | -3,81 | -1,42 | -4,60 | -4,82 | -1,74 | 4,35 | -5,40 | 9,46 | -1,94 | 1,06 | 7,67 | -0,69% |
| 2018 | 3,35 | -8,92 | 0,89 | 8,68 | 1,62 | -0,40 | -0,13 | -5,35 | 1,98 | -11,79 | -4,25 | -11,33 | -24,58% |
| 2019 | 13,33 | 1,14 | 1,45 | 0,32 | -12,54 | 8,71 | -4,17 | -9,58 | 2,70 | -2,63 | 1,54 | 10,82 | +8,15% |
| 2020 | -12,50 | -12,92 | -35,96 | 28,42 | 2,46 | 2,67 | 1,56 | 1,53 | -9,82 | -3,07 | 22,19 | 7,31 | -22,09% |
| 2021 | 1,98 | 13,79 | 1,33 | 2,06 | 6,59 | 0,86 | -5,96 | -1,63 | 4,97 | 9,65 | -4,64 | 2,85 | +34,73% |
| 2022 | 7,83 | 6,51 | 9,80 | -4,40 | 9,61 | -16,30 | 5,31 | 1,12 | -8,73 | 17,60 | 5,94 | -3,65 | +29,04% |
| 2023 | 6,57 | -7,35 | -1,28 | 0,78 | -8,37 | 8,85 | 8,00 | -1,91 | -1,10 | -4,19 | 1,41 | 2,03 | +1,77% |
| 2024 | -3,73 | 1,68 | 10,03 | -0,46 | 0,70 | - | - | - | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 15,09% | 15,83% | 16,95% | 23,94% | 31,74% |
| Sharpe Ratio | 1,11 | 1,12 | 0,95 | 0,44 | 0,17 |
| Bester Monat | +10,03% | +10,03% | +10,03% | +17,60% | +28,42% |
| Schlechtester Monat | -3,73% | -3,73% | -8,37% | -16,30% | -35,96% |
| Maximaler Verlust | -7,04% | -8,17% | -10,89% | -26,59% | -61,83% |
| Outperformance | -24,23% | - | -25,13% | -34,22% | -71,04% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| F.Natural Resources F USD | thesaurierend | 12,0500 | +18,72% | +45,01% | |
| Franklin Templeton Investment Fu... | thesaurierend | 7,5600 | +19,06% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 8,6800 | +19,23% | +47,87% | |
| Franklin Templeton Investment Fu... | thesaurierend | 9,3000 | +19,85% | +72,22% | |
| Franklin Templeton Investment Fu... | thesaurierend | 10,0700 | +20,89% | +53,04% | |
| Franklin Templeton Investment Fu... | thesaurierend | 7,0600 | +17,86% | +64,57% | |
| F.Natural Resources W USD | thesaurierend | 13,1100 | +20,94% | - | |
| Franklin Templeton Investment Fu... | ausschüttend | 8,6900 | +19,86% | +49,31% | |
| Franklin Templeton Investment Fu... | ausschüttend | 6,0300 | +17,49% | +38,90% | |
| Franklin Templeton Investment Fu... | thesaurierend | 8,6900 | +19,86% | +49,31% | |
| Franklin Templeton Investment Fu... | thesaurierend | 8,0400 | +18,76% | +68,55% |
Performance
| lfd. Jahr | +7,95% | ||
|---|---|---|---|
| 6 Monate | +10,14% | ||
| 1 Jahr | +19,86% | ||
| 3 Jahre | +49,31% | ||
| 5 Jahre | +55,73% | ||
| 10 Jahre | -17,71% | ||
| seit Beginn | -13,10% | ||
| Jahr | |||
| 2023 | +1,77% | ||
| 2022 | +29,04% | ||
| 2021 | +34,73% | ||
| 2020 | -22,09% | ||
| 2019 | +8,15% | ||
| 2018 | -24,58% | ||
| 2017 | -0,69% | ||
| 2016 | +32,29% | ||
| 2015 | -28,48% | ||
