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Franklin Templeton Investment Funds Franklin U.S. Opportunities Fund Klasse I (acc) EUR-H1/  LU0316494474  /

Fonds
NAV03.06.2024 Diff.+0,1900 Ertragstyp Ausrichtung Fondsgesellschaft
48,7600EUR +0,39% thesaurierend Aktien Branchenmix Franklin Templeton ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2007 - - - - - - - - - 4,87 -7,15 0,08 -
2008 -12,77 -4,09 -0,09 10,44 6,70 -6,84 -2,85 0,00 -14,50 -16,23 -9,44 1,51 -41,32%
2009 -2,43 -7,89 8,57 9,70 4,42 0,48 6,74 1,69 6,43 -3,02 4,83 6,15 +40,00%
2010 -5,31 2,85 7,33 2,40 -9,11 -5,06 8,36 -4,24 12,19 2,69 4,72 4,67 +21,04%
2011 1,36 3,54 0,61 2,42 -1,47 -0,90 -1,89 -6,31 -10,19 14,46 0,08 -2,88 -3,03%
2012 6,09 5,27 3,02 -1,14 -9,11 1,51 -0,63 3,08 1,76 -4,14 2,82 0,99 +8,88%
2013 5,21 2,01 3,24 1,43 2,49 -1,70 6,47 -0,94 6,77 2,67 3,12 3,41 +39,58%
2014 -0,87 5,24 -4,72 -2,83 3,25 3,91 -2,66 5,74 -2,44 2,76 2,53 -1,58 +7,90%
2015 0,00 7,17 0,23 -0,47 2,44 -1,10 4,21 -6,57 -4,61 6,93 0,98 -2,22 +6,22%
2016 -8,88 -2,59 5,59 -0,30 2,53 -2,81 5,48 0,05 1,25 -2,37 0,00 0,29 -2,60%
2017 5,04 4,06 0,89 1,89 2,80 -1,13 3,40 1,31 -0,45 3,99 1,45 -0,69 +24,77%
2018 7,61 -1,19 -1,61 0,63 4,87 0,42 0,84 5,00 -0,46 -10,44 0,85 -8,94 -3,89%
2019 9,98 4,52 2,71 4,35 -5,45 6,38 0,85 -1,42 -3,02 1,89 5,05 1,04 +29,22%
2020 4,04 -5,41 -11,09 16,27 8,67 4,58 7,49 6,54 -2,79 -3,06 9,93 3,81 +42,38%
2021 -2,09 0,94 -1,27 7,61 -1,90 9,17 1,97 3,87 -5,51 6,77 -1,33 -1,52 +16,76%
2022 -12,06 -4,60 2,38 -13,93 -5,60 -7,55 12,13 -5,59 -11,16 2,88 3,32 -6,94 -39,98%
2023 7,21 -2,34 5,57 1,16 4,35 6,21 3,19 -0,93 -6,06 -2,90 12,86 4,64 +36,46%
2024 2,80 8,51 1,42 -5,30 4,14 0,39 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 16,37% 15,61% 15,75% 23,45% 24,67%
Sharpe Ratio 1,67 2,16 1,56 -0,10 0,31
Bester Monat +8,51% +8,51% +12,86% +12,86% +16,27%
Schlechtester Monat -5,30% -5,30% -6,06% -13,93% -13,93%
Maximaler Verlust -7,79% -7,79% -12,51% -45,78% -45,78%
Outperformance +42,45% - +45,68% +54,72% +67,92%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Franklin Templeton Investment Fu... ausschüttend 24,7400 +25,58% +22,54%
Franklin Templeton Investment Fu... thesaurierend 49,1400 +28,64% +9,32%
Franklin Templeton Investment Fu... thesaurierend 44,9700 +27,00% +6,01%
F.U.S.Op.Fd.N-H1 PLN H thesaurierend 51,6600 +28,83% +7,83%
F.U.S.Op.Fd.A-H1 SEK H thesaurierend 35,3700 +26,50% -0,45%
F.U.S.Op.Fd.F USD thesaurierend 22,5000 +28,13% -
F.U.S.Op.Fd.W SGD thesaurierend 10,0600 +30,31% -
F.U.S.Op.Fd.I PLN H1 thesaurierend 11,2600 +31,08% -
Franklin Templeton Investment Fu... thesaurierend 37,9600 +29,03% -
Franklin Templeton Investment Fu... thesaurierend 43,1300 +29,02% -
Franklin Templeton Investment Fu... thesaurierend 25,5000 +29,18% -
Franklin Templeton Investment Fu... ausschüttend 49,0600 +31,39% -
Franklin Templeton Investment Fu... thesaurierend 86,2100 +30,60% +14,50%
Franklin Templeton Investment Fu... thesaurierend 79,0800 +28,38% +27,40%
Franklin Templeton Investment Fu... thesaurierend 48,7600 +28,15% +4,66%
F.U.S.Op.Fd.Y USD ausschüttend 28,1400 +31,66% +17,26%
F.U.S.Op.Fd.S USD thesaurierend 22,8100 +30,72% -
F.U.S.Op.Fd.S EUR H1 thesaurierend 16,2900 +28,17% +6,26%
F.U.S.Op.Fd.S EUR thesaurierend 18,5800 +28,49% +27,79%
Franklin Templeton Investment Fu... thesaurierend 55,5200 +26,21% +21,06%
Franklin Templeton Investment Fu... thesaurierend 43,7000 +28,30% +27,18%
F.U.S.Op.Fd.W USD thesaurierend 46,9800 +30,54% +14,33%
F.U.S.Op.Fd.Z USD thesaurierend 56,9700 +30,16% +13,31%
F.U.S.Op.Fd.W-H1 EUR H thesaurierend 21,2900 +28,10% -
Franklin Templeton Investment Fu... thesaurierend 60,6000 +28,39% +8,76%
Franklin Templeton Investment Fu... thesaurierend 36,5900 +23,99% -1,64%
Franklin Templeton Investment Fu... thesaurierend 31,0000 +25,86% -0,80%
F.U.S.Op.Fd.A-H1 NOK H thesaurierend 27,7000 +27,41% +1,84%
F.U.S.Op.Fd.A-H1 CNH thesaurierend 304,7100 +26,31% +6,89%
Franklin Templeton Investment Fu... thesaurierend 18,1500 +26,83% +1,68%
Franklin Templeton Investment Fu... thesaurierend 29,1300 +27,15% +23,80%
Franklin Templeton Investment Fu... ausschüttend 29,6600 +27,13% +23,79%
Franklin Templeton Investment Fu... thesaurierend 31,7100 +29,38% +11,22%

Performance

lfd. Jahr  
+12,01%
6 Monate  
+17,10%
1 Jahr  
+28,15%
3 Jahre  
+4,66%
5 Jahre  
+72,36%
10 Jahre  
+164,86%
seit Beginn  
+316,75%
Jahr
2023  
+36,46%
2022
  -39,98%
2021  
+16,76%
2020  
+42,38%
2019  
+29,22%
2018
  -3,89%
2017  
+24,77%
2016
  -2,60%
2015  
+6,22%