Franklin Templeton Global Funds pl FTGF ClearBridge US Appreciation Fund Klasse GE USD ACC/  IE00B3ZQJD91  /

Fonds
NAV07.06.2024 Diff.-0,1700 Ertragstyp Ausrichtung Fondsgesellschaft
356,3100USD -0,05% thesaurierend Aktien Branchenmix Franklin Templeton 
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2011 - - - - - - -2,08 -5,58 -6,02 10,07 -0,30 1,21 -
2012 3,38 3,82 2,68 -0,36 -5,05 4,25 1,69 1,48 2,79 -1,88 0,08 0,15 +13,38%
2013 4,58 1,51 3,10 1,82 1,18 -1,19 4,49 -3,07 2,76 3,71 2,97 2,22 +26,59%
2014 -3,87 4,29 0,38 0,17 1,90 1,45 -1,65 3,72 -1,57 1,88 2,51 -0,35 +8,88%
2015 -3,66 5,80 -1,65 0,68 0,77 -1,81 2,27 -6,44 -2,43 8,21 0,15 -1,57 -0,55%
2016 -3,54 -0,91 5,95 0,11 1,34 0,45 2,34 -0,49 -0,72 -2,53 3,41 1,98 +7,26%
2017 1,21 3,61 0,07 1,18 0,75 0,30 1,70 0,34 1,17 2,08 3,05 0,72 +17,35%
2018 5,33 -4,74 -2,85 0,37 1,64 0,37 4,53 2,79 0,40 -4,87 2,52 -8,56 -3,99%
2019 5,57 2,96 2,07 4,39 -4,89 6,01 1,36 -1,25 1,29 1,41 3,03 2,57 +26,89%
2020 -0,88 -8,49 -11,31 10,83 3,92 1,35 5,64 7,35 -3,57 -2,63 9,26 2,57 +12,04%
2021 -1,96 1,49 5,11 5,28 0,73 1,17 2,31 2,04 -5,17 6,79 -1,94 4,10 +21,09%
2022 -4,97 -3,98 2,99 -7,63 0,57 -6,84 7,36 -3,63 -8,59 7,70 5,76 -4,73 -16,53%
2023 3,06 -3,26 3,69 2,68 -0,63 5,95 2,09 -0,74 -4,94 -0,48 7,30 2,85 +18,22%
2024 2,85 4,81 2,64 -4,71 4,67 1,28 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,58% 9,44% 9,80% 15,06% 19,53%
Sharpe Ratio 2,69 3,01 1,99 0,17 0,35
Bester Monat +4,81% +4,81% +7,30% +7,70% +10,83%
Schlechtester Monat -4,71% -4,71% -4,94% -8,59% -11,31%
Maximaler Verlust -5,21% -5,21% -8,21% -23,59% -31,75%
Outperformance +8,00% - +7,76% +13,45% +9,34%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Franklin Templeton Global Funds ... thesaurierend 371,8800 +24,00% +22,29%
Franklin Templeton Global Funds ... ausschüttend 371,6100 +24,00% +22,29%
Franklin Templeton Global Funds ... thesaurierend 392,7600 +24,22% +22,92%
Franklin Templeton Global Funds ... ausschüttend 521,3300 +23,00% +38,78%
Franklin Templeton Global Funds ... thesaurierend 522,8900 +23,03% +38,80%
Franklin Templeton Global Funds ... thesaurierend 473,9700 +22,07% +35,69%
Franklin Templeton Global Funds ... thesaurierend 356,3100 +23,28% +20,18%
Franklin Templeton Global Funds ... thesaurierend 566,8700 +23,95% +42,28%
Franklin Templeton Global Funds ... thesaurierend 488,2800 +25,22% +25,89%
Franklin Templeton Global Funds ... ausschüttend 564,7500 +25,22% +25,89%
Franklin Templeton Global Funds ... ausschüttend 341,2900 +23,37% +20,47%
Franklin Templeton Global Funds ... thesaurierend 385,3200 +23,06% +19,56%
Franklin Templeton Global Funds ... ausschüttend 385,4500 +23,06% +19,53%
Franklin Templeton Global Funds ... thesaurierend 352,3700 +24,74% +24,48%
Franklin Templeton Global Funds ... ausschüttend 467,4200 +24,74% +24,48%
Franklin Templeton Global Funds ... thesaurierend 333,3300 +23,37% +20,46%
Franklin Templeton Global Funds ... ausschüttend 118,3000 - -
Franklin Templeton Global Funds ... thesaurierend 390,1200 +23,53% +40,63%
Franklin Templeton Global Funds ... ausschüttend 302,2300 +24,77% +24,57%
Franklin Templeton Global Funds ... thesaurierend 392,5300 +24,43% +23,55%
Franklin Templeton Global Funds ... thesaurierend 359,4900 +23,79% +21,58%
Franklin Templeton Global Funds ... thesaurierend 360,3600 +23,81% +21,70%
FTGF ClearBr.US Appreciation Fd.... thesaurierend 270,9900 +26,01% +28,28%
Franklin Templeton Global Funds ... thesaurierend 504,3100 +22,78% +38,03%

Performance

lfd. Jahr  
+11,77%
6 Monate  
+14,93%
1 Jahr  
+23,28%
3 Jahre  
+20,18%
5 Jahre  
+65,28%
10 Jahre  
+138,80%
seit Beginn  
+256,31%
Jahr
2023  
+18,22%
2022
  -16,53%
2021  
+21,09%
2020  
+12,04%
2019  
+26,89%
2018
  -3,99%
2017  
+17,35%
2016  
+7,26%
2015
  -0,55%