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Franklin Templeton Investment Funds Franklin U.S. Opportunities Fund Klasse A (acc) USD/  LU0109391861  /

Fonds
NAV17.06.2024 Diff.+0,2100 Ertragstyp Ausrichtung Fondsgesellschaft
33,5000USD +0,63% thesaurierend Aktien Branchenmix Franklin Templeton ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2000 - - - - -6,15 19,17 -6,21 10,64 0,98 -19,92 -20,15 0,15 -
2001 10,77 -23,97 -15,50 12,58 2,27 -0,56 -6,33 -9,34 -18,20 11,53 13,70 3,38 -25,80%
2002 -4,70 -6,65 7,36 -5,14 -3,61 -10,54 -13,61 -2,12 -9,60 9,25 10,97 -9,60 -34,56%
2003 -0,31 -1,25 0,95 8,18 9,30 0,80 4,49 5,05 -3,13 8,44 2,29 2,46 +43,13%
2004 1,97 0,21 0,00 -3,85 2,67 3,68 -7,10 -1,35 5,92 3,23 6,67 4,10 +16,38%
2005 -3,56 -0,19 -2,73 -4,61 6,51 1,18 5,26 -0,37 1,30 0,92 6,36 0,51 +10,32%
2006 6,63 0,48 3,02 -0,46 -7,74 0,84 -4,49 0,87 2,59 2,19 3,62 -0,79 +6,12%
2007 2,56 -1,72 1,27 2,35 3,68 0,44 -0,15 3,10 9,01 5,25 -7,36 0,00 +19,07%
2008 -11,84 -4,27 -0,32 10,40 6,38 -7,08 -3,08 -0,45 -15,35 -16,16 -8,57 2,34 -41,18%
2009 -2,75 -7,53 8,91 10,05 4,67 0,81 6,64 1,70 6,68 -2,96 4,84 5,81 +41,65%
2010 -5,17 2,56 6,81 2,33 -8,66 -5,16 8,60 -4,20 12,31 2,70 4,39 4,62 +20,68%
2011 1,34 3,57 0,51 2,41 -1,61 -1,01 -2,04 -6,75 -10,17 14,57 -0,14 -2,71 -3,88%
2012 5,99 5,39 2,99 -1,09 -9,18 1,48 -0,80 3,21 2,08 -4,07 2,78 1,16 +9,33%
2013 5,22 1,82 3,09 1,50 2,39 -1,78 6,21 -1,06 6,77 2,82 3,04 3,42 +38,60%
2014 -1,01 5,20 -4,77 -2,87 3,05 3,89 -2,76 5,59 -2,60 2,76 2,52 -1,78 +6,71%
2015 -0,09 6,98 -0,08 -0,48 2,43 -1,03 3,92 -6,85 -4,54 6,75 0,81 -2,17 +4,82%
2016 -8,87 -2,71 5,75 -0,26 2,46 -2,74 5,47 0,17 1,34 -2,39 -0,17 0,42 -2,38%
2017 5,30 4,00 1,08 2,05 2,98 -1,01 3,73 1,41 -0,35 3,91 1,61 -0,40 +26,94%
2018 8,02 -1,11 -1,49 0,76 4,75 0,54 1,01 5,29 -0,39 -10,09 1,06 -8,70 -1,86%
2019 10,27 4,66 2,87 4,50 -5,23 6,61 1,08 -1,23 -2,81 2,00 5,12 1,30 +32,09%
2020 4,14 -5,65 -11,35 16,27 8,74 4,78 7,54 6,60 -2,75 -3,06 10,01 3,99 +42,66%
2021 -2,08 0,88 -1,27 7,57 -1,95 9,06 1,92 3,86 -5,47 6,71 -1,35 -1,40 +16,53%
2022 -12,09 -4,66 2,94 -13,62 -4,95 -7,38 12,38 -4,92 -10,54 3,48 3,79 -6,67 -37,14%
2023 7,44 -2,19 5,64 1,23 4,44 6,34 3,33 -0,83 -6,05 -2,81 12,99 4,75 +38,23%
2024 2,87 8,54 1,49 -5,28 4,22 6,05 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 16,15% 15,80% 15,66% 23,26% 24,65%
Sharpe Ratio 2,57 2,44 1,89 -0,01 0,37
Bester Monat +8,54% +8,54% +12,99% +12,99% +16,27%
Schlechtester Monat -5,28% -5,28% -6,05% -13,62% -13,62%
Maximaler Verlust -7,75% -7,75% -12,25% -43,64% -43,64%
Outperformance +29,30% - +31,65% +45,38% +50,17%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Franklin Templeton Investment Fu... ausschüttend 26,3400 +33,98% +21,27%
Franklin Templeton Investment Fu... thesaurierend 51,9000 +32,40% +8,81%
Franklin Templeton Investment Fu... thesaurierend 47,4800 +30,73% +5,46%
F.U.S.Op.Fd.N-H1 PLN H thesaurierend 54,5600 +32,62% +7,25%
F.U.S.Op.Fd.A-H1 SEK H thesaurierend 37,3300 +30,25% -1,11%
F.U.S.Op.Fd.F USD thesaurierend 23,7600 +31,85% -
F.U.S.Op.Fd.W SGD thesaurierend 10,6700 +35,58% -
F.U.S.Op.Fd.I PLN H1 thesaurierend 11,9000 +34,92% -
Franklin Templeton Investment Fu... thesaurierend 40,2700 +34,19% -
Franklin Templeton Investment Fu... thesaurierend 45,5100 +33,03% -
Franklin Templeton Investment Fu... thesaurierend 27,0500 +34,38% -
Franklin Templeton Investment Fu... ausschüttend 51,8700 +35,27% -
Franklin Templeton Investment Fu... thesaurierend 91,1100 +34,44% +13,97%
Franklin Templeton Investment Fu... thesaurierend 84,8800 +36,79% +26,35%
Franklin Templeton Investment Fu... thesaurierend 51,5000 +32,02% +4,06%
F.U.S.Op.Fd.Y USD ausschüttend 29,7500 +35,54% +16,76%
F.U.S.Op.Fd.S USD thesaurierend 24,1100 +34,54% -
F.U.S.Op.Fd.S EUR H1 thesaurierend 17,2000 +31,90% +5,59%
F.U.S.Op.Fd.S EUR thesaurierend 19,9400 +36,95% +26,76%
Franklin Templeton Investment Fu... thesaurierend 59,5500 +34,49% +20,06%
Franklin Templeton Investment Fu... thesaurierend 46,9100 +36,72% +26,14%
F.U.S.Op.Fd.W USD thesaurierend 49,6500 +34,37% +13,80%
F.U.S.Op.Fd.Z USD thesaurierend 60,2000 +33,99% +12,78%
F.U.S.Op.Fd.W-H1 EUR H thesaurierend 22,4900 +31,98% -
Franklin Templeton Investment Fu... thesaurierend 64,0100 +32,17% +8,25%
Franklin Templeton Investment Fu... thesaurierend 38,6100 +27,72% -2,23%
Franklin Templeton Investment Fu... thesaurierend 32,7300 +29,68% -1,33%
F.U.S.Op.Fd.A-H1 NOK H thesaurierend 29,2400 +31,18% +1,14%
F.U.S.Op.Fd.A-H1 CNH thesaurierend 321,4800 +30,05% +6,19%
Franklin Templeton Investment Fu... thesaurierend 19,1600 +30,61% +1,05%
Franklin Templeton Investment Fu... thesaurierend 31,2600 +35,50% +22,78%
Franklin Templeton Investment Fu... ausschüttend 31,8200 +35,46% +22,76%
Franklin Templeton Investment Fu... thesaurierend 33,5000 +33,15% +10,71%

Performance

lfd. Jahr  
+18,63%
6 Monate  
+19,09%
1 Jahr  
+33,15%
3 Jahre  
+10,71%
5 Jahre  
+83,56%
10 Jahre  
+203,99%
seit Beginn  
+235,00%
Jahr
2023  
+38,23%
2022
  -37,14%
2021  
+16,53%
2020  
+42,66%
2019  
+32,09%
2018
  -1,86%
2017  
+26,94%
2016
  -2,38%
2015  
+4,82%