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

Fonds
NAV30.05.2024 Diff.-0,9700 Ertragstyp Ausrichtung Fondsgesellschaft
49,0000USD -1,94% 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 4,28 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 16,49% 15,61% 15,72% 23,25% 24,69%
Sharpe Ratio 1,66 2,13 1,71 -0,05 0,32
Bester Monat +8,49% +12,97% +12,97% +12,97% +16,20%
Schlechtester Monat -5,32% -5,32% -6,10% -13,70% -13,70%
Maximaler Verlust -7,81% -7,81% -12,42% -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
Franklin Templeton Investment Fu... ausschüttend 24,8100 +28,22% +22,94%
Franklin Templeton Investment Fu... thesaurierend 49,0000 +30,74% +8,31%
Franklin Templeton Investment Fu... thesaurierend 44,8500 +29,06% +5,08%
F.U.S.Op.Fd.N-H1 PLN H thesaurierend 51,5200 +30,96% +6,87%
F.U.S.Op.Fd.A-H1 SEK H thesaurierend 35,2600 +28,50% -1,40%
F.U.S.Op.Fd.F USD thesaurierend 22,4400 +30,24% -
F.U.S.Op.Fd.W SGD thesaurierend 10,0600 +32,89% -
F.U.S.Op.Fd.I PLN H1 thesaurierend 11,2300 +33,21% -
Franklin Templeton Investment Fu... thesaurierend 37,9600 +31,44% -
Franklin Templeton Investment Fu... thesaurierend 42,9900 +31,19% -
Franklin Templeton Investment Fu... thesaurierend 25,5000 +31,58% -
Franklin Templeton Investment Fu... ausschüttend 48,9200 +33,59% -
Franklin Templeton Investment Fu... thesaurierend 85,9600 +32,78% +13,46%
Franklin Templeton Investment Fu... thesaurierend 79,3600 +31,54% +28,04%
Franklin Templeton Investment Fu... thesaurierend 48,6200 +30,24% +3,69%
F.U.S.Op.Fd.Y USD ausschüttend 28,0600 +33,84% +16,21%
F.U.S.Op.Fd.S USD thesaurierend 22,7500 +32,89% -
F.U.S.Op.Fd.S EUR H1 thesaurierend 16,2400 +30,23% +5,25%
F.U.S.Op.Fd.S EUR thesaurierend 18,6400 +31,73% +28,46%
Franklin Templeton Investment Fu... thesaurierend 55,7200 +29,31% +21,66%
Franklin Templeton Investment Fu... thesaurierend 43,8600 +31,47% +27,83%
F.U.S.Op.Fd.W USD thesaurierend 46,8400 +32,69% +13,28%
F.U.S.Op.Fd.Z USD thesaurierend 56,8100 +32,33% +12,29%
F.U.S.Op.Fd.W-H1 EUR H thesaurierend 21,2300 +30,17% -
Franklin Templeton Investment Fu... thesaurierend 60,4400 +30,54% +7,77%
Franklin Templeton Investment Fu... thesaurierend 36,5000 +25,99% -2,51%
Franklin Templeton Investment Fu... thesaurierend 30,9200 +27,87% -1,69%
F.U.S.Op.Fd.A-H1 NOK H thesaurierend 27,6200 +29,43% +0,88%
F.U.S.Op.Fd.A-H1 CNH thesaurierend 303,8900 +28,36% +5,99%
Franklin Templeton Investment Fu... thesaurierend 18,1000 +28,83% +0,72%
Franklin Templeton Investment Fu... thesaurierend 29,2400 +30,30% +24,43%
Franklin Templeton Investment Fu... ausschüttend 29,7600 +30,24% +24,41%
Franklin Templeton Investment Fu... thesaurierend 31,6200 +31,48% +10,21%

Performance

lfd. Jahr  
+11,72%
6 Monate  
+16,95%
1 Jahr  
+30,74%
3 Jahre  
+8,31%
5 Jahre  
+74,50%
10 Jahre  
+176,21%
seit Beginn  
+390,00%
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%