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Franklin Templeton Investment Funds Franklin U.S. Opportunities Fund Klasse A (acc) CHF-H1/  LU0536403206  /

Fonds
NAV19.09.2024 Diff.+0,8400 Ertragstyp Ausrichtung Fondsgesellschaft
39,3800CHF +2,18% thesaurierend Aktien Branchenmix Franklin Templeton ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2010 - - - - - - - - - 2,70 4,48 4,38 -
2011 1,34 3,44 0,60 2,20 -1,74 -0,76 -2,21 -5,56 -9,94 14,61 -0,18 -2,95 -2,95%
2012 5,89 5,21 2,89 -1,20 -9,18 1,25 -0,71 2,94 1,82 -4,24 2,75 0,95 +7,64%
2013 5,13 1,87 3,19 1,39 2,59 -1,86 6,44 -1,00 6,69 2,63 3,02 3,31 +38,55%
2014 -0,99 5,11 -4,86 -2,93 3,15 3,73 -2,70 5,61 -2,51 2,63 2,51 -1,65 +6,60%
2015 -0,58 7,39 0,05 -0,70 2,35 -1,17 4,10 -6,68 -4,66 6,76 0,93 -2,43 +4,46%
2016 -8,98 -2,86 5,45 -0,48 2,45 -2,86 5,28 0,00 1,08 -2,48 -0,12 0,17 -4,10%
2017 4,91 3,96 0,85 1,94 2,63 -1,20 3,46 1,23 -0,53 3,90 1,41 -0,88 +23,69%
2018 7,52 -1,26 -1,63 0,67 4,62 0,25 0,76 4,92 -0,56 -10,60 0,72 -8,95 -4,95%
2019 9,88 4,47 2,57 4,26 -5,48 6,14 0,76 -1,51 -3,06 1,70 4,93 0,97 +27,67%
2020 3,85 -5,63 -11,04 16,16 8,67 4,55 7,36 6,42 -2,93 -3,14 9,84 3,69 +40,76%
2021 -2,19 0,81 -1,41 7,48 -2,02 9,05 1,91 3,73 -5,65 6,63 -1,43 -1,59 +15,18%
2022 -12,04 -4,67 2,86 -14,04 -6,15 -7,61 11,89 -5,68 -11,16 2,95 3,25 -7,15 -40,50%
2023 7,02 -2,54 5,24 0,87 4,11 5,92 2,94 -1,24 -6,43 -3,09 12,51 4,32 +32,12%
2024 2,54 8,22 1,20 -5,57 3,82 5,82 -2,77 2,83 2,13 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 17,44% 17,24% 17,02% 23,90% 24,74%
Sharpe Ratio 1,38 0,59 1,57 -0,24 0,25
Bester Monat +8,22% +5,82% +12,51% +12,51% +16,16%
Schlechtester Monat -5,57% -5,57% -6,43% -14,04% -14,04%
Maximaler Verlust -11,03% -11,03% -11,03% -46,21% -46,21%
Outperformance -5,16% - -7,22% +35,48% +58,26%
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
F.U.S.Op.Fd.I PLN H1 thesaurierend 12,2400 +36,15% -
Franklin Templeton Investment Fu... ausschüttend 25,9700 +26,56% +10,00%
Franklin Templeton Investment Fu... thesaurierend 53,4200 +34,80% +5,10%
Franklin Templeton Investment Fu... thesaurierend 48,6600 +32,91% +1,29%
F.U.S.Op.Fd.N-H1 PLN H thesaurierend 56,0600 +34,31% +3,53%
F.U.S.Op.Fd.A-H1 SEK H thesaurierend 38,2000 +32,55% -5,09%
F.U.S.Op.Fd.F USD thesaurierend 24,4300 +34,23% -
F.U.S.Op.Fd.W SGD thesaurierend 10,5300 +29,52% +4,88%
Franklin Templeton Investment Fu... thesaurierend 39,6700 +28,34% -
Franklin Templeton Investment Fu... thesaurierend 46,8100 +35,09% -
Franklin Templeton Investment Fu... thesaurierend 26,6500 +28,43% -
Franklin Templeton Investment Fu... ausschüttend 53,6400 +37,72% -
Franklin Templeton Investment Fu... thesaurierend 94,1400 +36,87% +10,05%
Franklin Templeton Investment Fu... thesaurierend 84,3200 +30,95% +15,62%
Franklin Templeton Investment Fu... thesaurierend 52,8900 +34,24% +0,06%
F.U.S.Op.Fd.Y USD ausschüttend 30,7300 +37,94% +12,75%
F.U.S.Op.Fd.S USD thesaurierend 24,9200 +37,00% -
F.U.S.Op.Fd.S EUR H1 thesaurierend 17,6700 +34,27% +1,55%
F.U.S.Op.Fd.S EUR thesaurierend 19,8100 +31,11% +15,98%
Franklin Templeton Investment Fu... thesaurierend 58,9100 +28,77% +9,89%
Franklin Templeton Investment Fu... thesaurierend 46,5900 +30,91% +15,41%
F.U.S.Op.Fd.W USD thesaurierend 51,2900 +36,77% +9,90%
F.U.S.Op.Fd.Z USD thesaurierend 62,1500 +36,38% +8,92%
F.U.S.Op.Fd.W-H1 EUR H thesaurierend 23,0900 +34,17% -
Franklin Templeton Investment Fu... thesaurierend 65,8500 +34,55% +4,56%
Franklin Templeton Investment Fu... thesaurierend 19,6300 +32,90% -2,82%
Franklin Templeton Investment Fu... thesaurierend 39,3800 +30,10% -6,33%
Franklin Templeton Investment Fu... thesaurierend 33,4700 +31,98% -5,10%
F.U.S.Op.Fd.A-H1 NOK H thesaurierend 29,9600 +33,27% -2,88%
F.U.S.Op.Fd.A-H1 CNH thesaurierend 328,5100 +32,23% +1,00%
Franklin Templeton Investment Fu... thesaurierend 30,9800 +29,73% +12,37%
Franklin Templeton Investment Fu... ausschüttend 31,5400 +29,74% +12,36%
Franklin Templeton Investment Fu... thesaurierend 34,5400 +35,61% +6,97%

Performance

lfd. Jahr  
+18,94%
6 Monate  
+6,63%
1 Jahr  
+30,10%
3 Jahre
  -6,33%
5 Jahre  
+58,73%
10 Jahre  
+131,65%
seit Beginn  
+293,80%
Jahr
2023  
+32,12%
2022
  -40,50%
2021  
+15,18%
2020  
+40,76%
2019  
+27,67%
2018
  -4,95%
2017  
+23,69%
2016
  -4,10%
2015  
+4,46%