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

Fonds
NAV13/06/2024 Chg.-0.0300 Type of yield Investment Focus Investment company
19.0000EUR -0.16% reinvestment Equity Mixed Sectors Franklin Templeton 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
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 5.09 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 16.20% 15.77% 15.69% 23.48% 24.65%
Sharpe ratio 2.35 2.24 1.71 -0.14 0.26
Best month +8.44% +8.44% +12.75% +12.75% +16.16%
Worst month -5.39% -5.39% -6.20% -13.95% -13.95%
Maximum loss -7.88% -7.88% -12.88% -46.27% -46.27%
Outperformance +34.80% - +38.71% +41.77% +52.00%
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Franklin Templeton Investment Fu... paying dividend 25.9900 +31.59% +22.48%
Franklin Templeton Investment Fu... reinvestment 51.4800 +32.51% +8.95%
Franklin Templeton Investment Fu... reinvestment 47.0900 +30.81% +5.63%
F.U.S.Op.Fd.N-H1 PLN H reinvestment 54.1100 +32.66% +7.47%
F.U.S.Op.Fd.A-H1 SEK H reinvestment 37.0200 +30.26% -0.91%
F.U.S.Op.Fd.F USD reinvestment 23.5600 +31.91% -
F.U.S.Op.Fd.W SGD reinvestment 10.5800 +35.47% -
F.U.S.Op.Fd.I PLN H1 reinvestment 11.8000 +35.01% -
Franklin Templeton Investment Fu... reinvestment 39.9000 +34.07% -
Franklin Templeton Investment Fu... reinvestment 45.1300 +32.85% -
Franklin Templeton Investment Fu... reinvestment 26.8000 +34.20% -
Franklin Templeton Investment Fu... paying dividend 51.4300 +35.39% -
Franklin Templeton Investment Fu... reinvestment 90.3500 +34.57% +14.12%
Franklin Templeton Investment Fu... reinvestment 84.1000 +35.21% +28.73%
Franklin Templeton Investment Fu... reinvestment 51.0700 +32.03% +4.22%
F.U.S.Op.Fd.Y USD paying dividend 29.5000 +35.70% +16.92%
F.U.S.Op.Fd.S USD reinvestment 23.9100 +34.70% -
F.U.S.Op.Fd.S EUR H1 reinvestment 17.0600 +32.04% +5.83%
F.U.S.Op.Fd.S EUR reinvestment 19.7600 +35.34% +29.15%
Franklin Templeton Investment Fu... reinvestment 59.0200 +32.93% +22.35%
Franklin Templeton Investment Fu... reinvestment 46.4800 +35.16% +28.54%
F.U.S.Op.Fd.W USD reinvestment 49.2400 +34.50% +13.96%
F.U.S.Op.Fd.Z USD reinvestment 59.7000 +34.10% +12.94%
F.U.S.Op.Fd.W-H1 EUR H reinvestment 22.3000 +31.95% -
Franklin Templeton Investment Fu... reinvestment 63.4800 +32.28% +8.40%
Franklin Templeton Investment Fu... reinvestment 38.2900 +27.72% -2.07%
Franklin Templeton Investment Fu... reinvestment 32.4600 +29.68% -1.19%
F.U.S.Op.Fd.A-H1 NOK H reinvestment 29.0000 +31.16% +1.36%
F.U.S.Op.Fd.A-H1 CNH reinvestment 318.9000 +30.08% +6.40%
Franklin Templeton Investment Fu... reinvestment 19.0000 +30.58% +1.23%
Franklin Templeton Investment Fu... reinvestment 30.9700 +33.90% +25.08%
Franklin Templeton Investment Fu... paying dividend 31.5300 +33.89% +25.07%
Franklin Templeton Investment Fu... reinvestment 33.2300 +33.29% +10.88%

Performance

YTD  
+16.85%
6 Months  
+17.87%
1 Year  
+30.58%
3 Years  
+1.23%
5 Years  
+61.56%
10 Years  
+148.04%
Since start  
+272.55%
Year
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%