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Franklin Templeton Investment Funds Franklin U.S. Opportunities Fund Klasse C (acc) USD/  LU0260872956  /

Fonds
NAV30.10.2024 Diff.-0,5200 Ertragstyp Ausrichtung Fondsgesellschaft
54,3500USD -0,95% thesaurierend Aktien Branchenmix Franklin Templeton ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2006 - - - - - - - - - 2,16 3,65 -0,83 -
2007 2,43 -1,73 1,21 2,20 3,77 0,35 -0,09 2,93 8,88 5,23 -7,38 -0,08 +18,21%
2008 -11,85 -4,30 -0,47 10,44 6,30 -7,05 -3,28 -0,36 -15,47 -16,08 -8,70 2,21 -41,55%
2009 -2,84 -7,51 8,72 10,10 4,77 0,60 6,67 1,79 6,48 -3,09 4,89 5,78 +40,95%
2010 -5,27 2,53 6,81 2,22 -8,68 -5,15 8,46 -4,33 12,37 2,60 4,36 4,60 +19,94%
2011 1,28 3,55 0,38 2,51 -1,78 -0,98 -2,06 -6,77 -10,34 14,51 -0,08 -2,76 -4,40%
2012 5,85 5,45 2,92 -1,24 -9,14 1,46 -0,88 3,15 2,03 -4,14 2,80 1,01 +8,61%
2013 5,16 1,83 3,09 1,39 2,27 -1,82 6,30 -1,16 6,78 2,69 3,03 3,29 +37,80%
2014 -1,06 5,19 -4,83 -2,88 3,02 3,83 -2,82 5,53 -2,65 2,72 2,44 -1,81 +6,15%
2015 -0,16 6,96 -0,15 -0,54 2,38 -1,07 3,87 -6,89 -4,56 6,69 0,75 -2,22 +4,21%
2016 -8,89 -2,77 5,70 -0,32 2,38 -2,75 5,43 0,05 1,29 -2,39 -0,21 0,37 -2,93%
2017 5,25 3,95 1,00 2,02 2,91 -1,03 3,62 1,40 -0,39 3,85 1,54 -0,45 +26,17%
2018 8,00 -1,18 -1,51 0,67 4,72 0,52 0,96 5,21 -0,42 -10,15 1,05 -8,75 -2,39%
2019 10,18 4,60 2,86 4,42 -5,26 6,52 1,05 -1,31 -2,85 1,99 5,03 1,27 +31,31%
2020 4,09 -5,69 -11,37 16,20 8,69 4,71 7,49 6,53 -2,81 -3,09 9,96 3,94 +41,83%
2021 -2,13 0,83 -1,31 7,52 -1,99 9,00 1,89 3,80 -5,52 6,66 -1,39 -1,45 +15,86%
2022 -12,14 -4,68 2,90 -13,70 -4,98 -7,45 12,37 -5,01 -10,58 3,48 3,73 -6,72 -37,50%
2023 7,39 -2,25 5,61 1,16 4,39 6,32 3,27 -0,88 -6,10 -2,88 12,97 4,68 +37,41%
2024 2,83 8,49 1,43 -5,32 4,17 6,07 -2,50 3,12 2,62 1,46 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 16,76% 16,54% 16,14% 23,59% 24,72%
Sharpe Ratio 1,58 1,85 2,76 -0,08 0,41
Bester Monat +8,49% +6,07% +12,97% +12,97% +16,20%
Schlechtester Monat -5,32% -5,32% -5,32% -13,70% -13,70%
Maximaler Verlust -10,91% -10,91% -10,91% -43,94% -43,94%
Outperformance +28,62% - +30,86% +42,33% +44,20%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
F.U.S.Op.Fd.I PLN H1 thesaurierend 12,4900 +49,40% -
Franklin Templeton Investment Fu... ausschüttend 27,0700 +39,32% +10,85%
Franklin Templeton Investment Fu... thesaurierend 54,3500 +47,61% +3,43%
Franklin Templeton Investment Fu... thesaurierend 49,4400 +45,58% -0,46%
F.U.S.Op.Fd.N-H1 PLN H thesaurierend 57,0900 +47,25% +2,06%
F.U.S.Op.Fd.A-H1 SEK H thesaurierend 38,8100 +45,19% -6,66%
F.U.S.Op.Fd.F USD thesaurierend 24,8400 +46,98% -
F.U.S.Op.Fd.W SGD thesaurierend 10,9800 +45,24% +5,98%
Franklin Templeton Investment Fu... thesaurierend 41,3400 +43,89% -
Franklin Templeton Investment Fu... thesaurierend 47,5200 +47,53% -
Franklin Templeton Investment Fu... thesaurierend 27,7800 +44,09% -
Franklin Templeton Investment Fu... ausschüttend 54,7000 +50,81% -
Franklin Templeton Investment Fu... thesaurierend 95,9400 +49,88% +8,31%
Franklin Templeton Investment Fu... thesaurierend 88,3200 +46,52% +15,72%
Franklin Templeton Investment Fu... thesaurierend 53,8300 +47,16% -1,57%
F.U.S.Op.Fd.Y USD ausschüttend 31,3400 +51,09% +10,95%
F.U.S.Op.Fd.S USD thesaurierend 25,4000 +50,03% -
F.U.S.Op.Fd.S EUR H1 thesaurierend 17,9900 +47,22% -0,11%
F.U.S.Op.Fd.S EUR thesaurierend 20,7600 +46,71% +16,11%
Franklin Templeton Investment Fu... thesaurierend 61,5900 +44,07% +10,00%
Franklin Templeton Investment Fu... thesaurierend 48,8000 +46,46% +15,53%
F.U.S.Op.Fd.W USD thesaurierend 52,2700 +49,81% +8,15%
F.U.S.Op.Fd.Z USD thesaurierend 63,3100 +49,35% +7,18%
F.U.S.Op.Fd.W-H1 EUR H thesaurierend 23,5000 +47,06% -
Franklin Templeton Investment Fu... thesaurierend 66,9800 +47,34% +2,90%
Franklin Templeton Investment Fu... thesaurierend 19,9600 +45,69% -4,36%
Franklin Templeton Investment Fu... thesaurierend 39,9100 +42,59% -8,06%
Franklin Templeton Investment Fu... thesaurierend 34,0000 +44,68% -6,64%
F.U.S.Op.Fd.A-H1 NOK H thesaurierend 30,5100 +46,26% -4,30%
F.U.S.Op.Fd.A-H1 CNH thesaurierend 333,2300 +44,42% -1,32%
Franklin Templeton Investment Fu... thesaurierend 32,4100 +45,14% +12,46%
Franklin Templeton Investment Fu... ausschüttend 33,0000 +45,12% +12,47%
Franklin Templeton Investment Fu... thesaurierend 35,1600 +48,48% +5,24%

Performance

lfd. Jahr  
+23,92%
6 Monate  
+15,66%
1 Jahr  
+47,61%
3 Jahre  
+3,43%
5 Jahre  
+85,37%
10 Jahre  
+190,33%
seit Beginn  
+443,50%
Jahr
2023  
+37,41%
2022
  -37,50%
2021  
+15,86%
2020  
+41,83%
2019  
+31,31%
2018
  -2,39%
2017  
+26,17%
2016
  -2,93%
2015  
+4,21%