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Franklin Templeton Investment Funds Franklin U.S. Opportunities Fund Klasse A (acc) EUR-H1/  LU0316494391  /

Fonds
NAV18.06.2024 Diff.+0,1000 Ertragstyp Ausrichtung Fondsgesellschaft
19,2600EUR +0,52% thesaurierend Aktien Branchenmix Franklin Templeton ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2007 - - - - - - - - - 4,90 -7,09 0,00 -
2008 -12,10 -4,24 -0,22 10,64 6,41 -6,97 -2,83 -0,21 -14,82 -15,44 -9,86 0,96 -41,53%
2009 -2,55 -8,17 8,54 9,84 4,78 0,57 6,52 1,60 6,54 -3,19 4,82 6,05 +39,49%
2010 -5,48 2,90 7,28 2,41 -9,19 -5,18 8,44 -4,35 11,96 2,78 4,57 4,57 +20,09%
2011 1,33 3,56 0,36 2,53 -1,58 -0,89 -1,81 -6,43 -10,22 14,44 0,00 -2,87 -3,42%
2012 5,91 5,39 2,82 -1,20 -9,20 1,34 -0,75 3,04 1,85 -4,35 2,84 0,92 +7,87%
2013 5,11 1,91 3,24 1,32 2,44 -1,75 6,31 -1,07 6,77 2,59 3,09 3,27 +38,32%
2014 -0,92 5,06 -4,69 -2,93 3,15 3,85 -2,69 5,65 -2,49 2,55 2,61 -1,70 +6,99%
2015 0,00 7,15 0,12 -0,46 2,31 -1,13 4,11 -6,69 -4,70 6,91 0,92 -2,40 +5,30%
2016 -8,90 -2,70 5,55 -0,38 2,51 -2,94 5,30 0,00 1,20 -2,49 0,00 0,24 -3,40%
2017 4,85 4,05 0,89 1,76 2,71 -1,16 3,30 1,14 -0,41 3,89 1,38 -0,78 +23,64%
2018 7,55 -1,28 -1,75 0,56 4,86 0,27 0,80 4,94 -0,50 -10,56 0,76 -9,00 -4,80%
2019 9,89 4,50 2,60 4,20 -5,45 6,21 0,75 -1,49 -3,03 1,74 4,95 0,98 +27,91%
2020 3,95 -5,50 -11,23 16,16 8,66 4,54 7,35 6,45 -2,88 -3,09 9,82 3,73 +40,98%
2021 -2,17 0,88 -1,33 7,57 -2,02 9,07 1,89 3,81 -5,60 6,69 -1,44 -1,60 +15,65%
2022 -12,10 -4,66 2,24 -13,95 -5,69 -7,60 11,99 -5,70 -11,21 2,87 3,27 -7,02 -40,49%
2023 7,14 -2,40 5,48 1,05 4,24 6,14 3,10 -1,04 -6,20 -2,95 12,75 4,50 +34,94%
2024 2,77 8,44 1,32 -5,39 4,09 6,53 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 16,02% 15,70% 15,66% 23,46% 24,65%
Sharpe Ratio 2,54 2,38 1,77 -0,13 0,26
Bester Monat +8,44% +8,44% +12,75% +12,75% +16,16%
Schlechtester Monat -5,39% -5,39% -6,20% -13,95% -13,95%
Maximaler Verlust -7,88% -7,88% -12,88% -46,27% -46,27%
Outperformance +34,80% - +38,71% +41,77% +52,00%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Franklin Templeton Investment Fu... ausschüttend 26,4700 +34,64% +21,26%
Franklin Templeton Investment Fu... thesaurierend 52,1700 +33,09% +9,67%
Franklin Templeton Investment Fu... thesaurierend 47,7300 +31,42% +6,28%
F.U.S.Op.Fd.N-H1 PLN H thesaurierend 54,8400 +33,30% +8,10%
F.U.S.Op.Fd.A-H1 SEK H thesaurierend 37,5200 +30,91% -0,37%
F.U.S.Op.Fd.F USD thesaurierend 23,8800 +32,52% -
F.U.S.Op.Fd.W SGD thesaurierend 10,7200 +36,21% -
F.U.S.Op.Fd.I PLN H1 thesaurierend 11,9600 +35,60% -
Franklin Templeton Investment Fu... thesaurierend 40,4600 +34,82% -
Franklin Templeton Investment Fu... thesaurierend 45,7200 +33,65% -
Franklin Templeton Investment Fu... thesaurierend 27,1800 +35,02% -
Franklin Templeton Investment Fu... ausschüttend 52,1400 +35,97% -
Franklin Templeton Investment Fu... thesaurierend 91,5900 +35,15% +14,86%
Franklin Templeton Investment Fu... thesaurierend 85,2800 +37,44% +26,90%
Franklin Templeton Investment Fu... thesaurierend 51,7700 +32,71% +4,88%
F.U.S.Op.Fd.Y USD ausschüttend 29,9000 +36,22% +17,62%
F.U.S.Op.Fd.S USD thesaurierend 24,2400 +35,27% -
F.U.S.Op.Fd.S EUR H1 thesaurierend 17,2900 +32,59% +6,47%
F.U.S.Op.Fd.S EUR thesaurierend 20,0300 +37,57% +27,26%
Franklin Templeton Investment Fu... thesaurierend 59,8300 +35,12% +20,60%
Franklin Templeton Investment Fu... thesaurierend 47,1200 +37,34% +26,67%
F.U.S.Op.Fd.W USD thesaurierend 49,9100 +35,07% +14,68%
F.U.S.Op.Fd.Z USD thesaurierend 60,5200 +34,70% +13,67%
F.U.S.Op.Fd.W-H1 EUR H thesaurierend 22,6000 +32,63% -
Franklin Templeton Investment Fu... thesaurierend 64,3400 +32,85% +9,11%
Franklin Templeton Investment Fu... thesaurierend 38,8000 +28,35% -1,50%
Franklin Templeton Investment Fu... thesaurierend 32,9000 +30,35% -0,54%
F.U.S.Op.Fd.A-H1 NOK H thesaurierend 29,3900 +31,85% +1,91%
F.U.S.Op.Fd.A-H1 CNH thesaurierend 323,1000 +30,71% +7,03%
Franklin Templeton Investment Fu... thesaurierend 19,2600 +31,29% +1,85%
Franklin Templeton Investment Fu... thesaurierend 31,4000 +36,11% +23,33%
Franklin Templeton Investment Fu... ausschüttend 31,9700 +36,10% +23,34%
Franklin Templeton Investment Fu... thesaurierend 33,6800 +33,86% +11,60%

Performance

lfd. Jahr  
+18,45%
6 Monate  
+18,74%
1 Jahr  
+31,29%
3 Jahre  
+1,85%
5 Jahre  
+61,58%
10 Jahre  
+148,52%
seit Beginn  
+277,65%
Jahr
2023  
+34,94%
2022
  -40,49%
2021  
+15,65%
2020  
+40,98%
2019  
+27,91%
2018
  -4,80%
2017  
+23,64%
2016
  -3,40%
2015  
+5,30%