Franklin Templeton Investment Funds Franklin Global Fundamental Strategies Fund Klasse N (acc) EUR/  LU0949250376  /

Fonds
NAV19.09.2024 Diff.+0.1200 Ertragstyp Ausrichtung Fondsgesellschaft
14.0200EUR +0.86% thesaurierend Mischfonds weltweit Franklin Templeton 
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - - - - -0.91 1.43 2.92 1.17 -0.19 -
2014 -1.16 1.47 0.48 -0.29 2.89 0.00 0.66 2.60 1.27 0.09 1.43 0.79 +10.65%
2015 5.25 4.90 2.85 -1.46 1.41 -3.70 1.92 -7.62 -3.91 7.43 3.95 -5.71 +4.11%
2016 -4.87 -2.39 1.54 0.89 2.03 -1.39 1.58 1.64 -0.60 3.17 4.64 3.33 +9.58%
2017 -1.30 3.65 0.67 -1.49 -2.34 -0.85 -2.19 -2.15 2.77 0.79 -1.65 -0.32 -4.52%
2018 -0.16 -1.85 -2.38 3.78 0.81 -0.64 3.23 -1.49 0.87 -1.65 0.48 -6.93 -6.18%
2019 5.74 2.43 0.08 2.21 -5.02 2.60 2.54 -3.71 3.69 -0.93 2.66 0.76 +13.27%
2020 -1.66 -5.23 -12.00 5.62 0.35 -0.70 -3.33 1.54 -0.36 -1.25 6.80 1.36 -9.75%
2021 -0.75 3.29 4.98 -0.54 -2.11 4.88 0.46 2.20 -1.56 2.56 -1.18 0.15 +12.73%
2022 -4.75 -1.40 2.06 -3.88 -1.85 -4.68 8.71 -3.01 -5.56 2.08 0.68 -5.64 -16.79%
2023 5.36 0.08 1.61 -1.83 3.48 1.48 1.94 -1.27 -2.33 -3.04 5.68 3.53 +15.18%
2024 2.09 3.34 2.20 -2.88 1.55 2.77 -0.57 -0.21 0.21 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9.85% 10.26% 9.46% 11.76% 13.05%
Sharpe Ratio 0.90 0.19 1.03 -0.14 -0.13
Bester Monat +3.53% +2.77% +5.68% +8.71% +8.71%
Schlechtester Monat -2.88% -2.88% -3.04% -5.64% -12.00%
Maximaler Verlust -6.46% -6.46% -6.46% -20.51% -24.15%
Outperformance -6.10% - -7.21% -3.61% -8.81%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Franklin Templeton Investment Fu... thesaurierend 16.8400 +18.01% +1.20%
Franklin Templeton Investment Fu... thesaurierend 16.6000 +15.12% +11.04%
Franklin Templeton Investment Fu... thesaurierend 15.9100 +19.09% +2.71%
Franklin Templeton Investment Fu... ausschüttend 11.7700 +13.90% +7.85%
Franklin Templeton Investment Fu... thesaurierend 7.4500 +16.04% -7.68%
F.Temp.Inv.Fd.Fr.Gl.F.Strat.F.W ... thesaurierend 11.7600 +15.07% +10.94%
F.Temp.Inv.Fd.Fr.Gl.F.Strat.F.W ... ausschüttend 10.1100 +15.13% +11.00%
F.Temp.Inv.Fd.Fr.Gl.F.Strat.F.W ... thesaurierend 10.3100 +17.96% -2.74%
F.Temp.Inv.Fd.Fr.Gl.F.Strat.F.W ... thesaurierend 12.3800 +20.31% +5.63%
Franklin Templeton Investment Fu... thesaurierend 14.2700 +13.98% +7.94%
Franklin Templeton Investment Fu... thesaurierend 8.8400 +16.78% -5.56%
Franklin Templeton Investment Fu... ausschüttend 14.0300 +13.15% +5.49%
Franklin Templeton Investment Fu... thesaurierend 14.0200 +13.16% +5.57%
Franklin Templeton Investment Fu... thesaurierend 11.9700 +18.16% +0.34%

Performance

lfd. Jahr  
+8.68%
6 Monate  
+2.71%
1 Jahr  
+13.16%
3 Jahre  
+5.57%
5 Jahre  
+9.45%
10 Jahre  
+24.62%
seit Beginn  
+40.20%
Jahr
2023  
+15.18%
2022
  -16.79%
2021  
+12.73%
2020
  -9.75%
2019  
+13.27%
2018
  -6.18%
2017
  -4.52%
2016  
+9.58%
2015  
+4.11%