DetailsChartProfilRisikomatrixNachrichtenDokumente

Franklin Templeton Investment Funds Franklin U.S. Opportunities Fund Klasse N (acc) EUR-H1/  LU0592650831  /

Fonds
NAV14.06.2024 Diff.+0,0700 Ertragstyp Ausrichtung Fondsgesellschaft
32,5300EUR +0,22% thesaurierend Aktien Branchenmix Franklin Templeton ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2011 - - - 2,28 -1,58 -1,04 -2,00 -6,33 -10,40 14,27 -0,10 -3,05 -
2012 5,97 5,14 2,92 -1,28 -9,17 1,12 -0,71 2,94 1,58 -4,37 2,74 0,89 +7,02%
2013 5,00 1,87 3,11 1,24 2,37 -1,89 6,38 -1,07 6,64 2,57 3,03 3,24 +37,32%
2014 -1,00 5,12 -4,87 -2,95 3,04 3,82 -2,78 5,57 -2,50 2,57 2,43 -1,72 +6,21%
2015 0,00 7,12 0,00 -0,63 2,33 -1,23 4,06 -6,78 -4,70 6,75 0,89 -2,38 +4,57%
2016 -8,99 -2,75 5,44 -0,41 2,42 -2,97 5,29 -0,07 1,06 -2,49 -0,13 0,13 -4,24%
2017 4,90 3,96 0,80 1,77 2,64 -1,23 3,19 1,15 -0,45 3,81 1,32 -0,87 +22,87%
2018 7,48 -1,32 -1,75 0,47 4,74 0,25 0,70 4,93 -0,61 -10,54 0,69 -9,03 -5,40%
2019 9,75 4,42 2,52 4,17 -5,56 6,24 0,70 -1,54 -3,13 1,71 4,91 0,92 +27,01%
2020 3,82 -5,60 -11,31 16,15 8,51 4,48 7,34 6,36 -2,96 -3,19 9,81 3,64 +39,71%
2021 -2,21 0,83 -1,42 7,46 -2,09 9,03 1,84 3,69 -5,66 6,65 -1,48 -1,64 +14,80%
2022 -12,18 -4,74 2,24 -14,04 -5,74 -7,69 11,96 -5,74 -11,29 2,79 3,18 -7,09 -40,99%
2023 7,06 -2,47 5,33 0,96 4,24 6,06 3,05 -1,14 -6,30 -2,99 12,67 4,46 +33,80%
2024 2,69 8,35 1,29 -5,44 3,97 5,34 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 16,18% 15,73% 15,67% 23,45% 24,64%
Sharpe Ratio 2,31 2,30 1,64 -0,17 0,23
Bester Monat +8,35% +8,35% +12,67% +12,67% +16,15%
Schlechtester Monat -5,44% -5,44% -6,30% -14,04% -14,04%
Maximaler Verlust -7,92% -7,92% -12,99% -46,62% -46,62%
Outperformance +33,74% - +37,49% +38,20% +45,20%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Franklin Templeton Investment Fu... ausschüttend 26,2000 +32,66% +23,47%
Franklin Templeton Investment Fu... thesaurierend 51,5800 +32,26% +9,16%
Franklin Templeton Investment Fu... thesaurierend 47,1900 +30,58% +5,85%
F.U.S.Op.Fd.N-H1 PLN H thesaurierend 54,2200 +32,44% +7,69%
F.U.S.Op.Fd.A-H1 SEK H thesaurierend 37,1000 +30,08% -0,70%
F.U.S.Op.Fd.F USD thesaurierend 23,6100 +31,68% -
F.U.S.Op.Fd.W SGD thesaurierend 10,6200 +35,63% -
F.U.S.Op.Fd.I PLN H1 thesaurierend 11,8300 +34,89% -
Franklin Templeton Investment Fu... thesaurierend 40,0600 +34,16% -
Franklin Templeton Investment Fu... thesaurierend 45,2300 +32,64% -
Franklin Templeton Investment Fu... thesaurierend 26,9100 +34,28% -
Franklin Templeton Investment Fu... ausschüttend 51,5400 +35,15% -
Franklin Templeton Investment Fu... thesaurierend 90,5400 +34,31% +14,36%
Franklin Templeton Investment Fu... thesaurierend 84,5500 +35,85% +29,42%
Franklin Templeton Investment Fu... thesaurierend 51,1700 +31,78% +4,43%
F.U.S.Op.Fd.Y USD ausschüttend 29,5600 +35,41% +17,15%
F.U.S.Op.Fd.S USD thesaurierend 23,9600 +34,46% -
F.U.S.Op.Fd.S EUR H1 thesaurierend 17,0900 +31,77% +6,02%
F.U.S.Op.Fd.S EUR thesaurierend 19,8600 +35,93% +29,80%
Franklin Templeton Investment Fu... thesaurierend 59,3300 +33,54% +22,99%
Franklin Templeton Investment Fu... thesaurierend 46,7200 +35,74% +29,20%
F.U.S.Op.Fd.W USD thesaurierend 49,3400 +34,26% +14,19%
F.U.S.Op.Fd.Z USD thesaurierend 59,8200 +33,83% +13,17%
F.U.S.Op.Fd.W-H1 EUR H thesaurierend 22,3400 +31,72% -
Franklin Templeton Investment Fu... thesaurierend 63,6100 +32,03% +8,62%
Franklin Templeton Investment Fu... thesaurierend 38,3700 +27,48% -1,87%
Franklin Templeton Investment Fu... thesaurierend 32,5300 +29,45% -0,97%
F.U.S.Op.Fd.A-H1 NOK H thesaurierend 29,0600 +30,90% +1,57%
F.U.S.Op.Fd.A-H1 CNH thesaurierend 319,4500 +29,81% +6,58%
Franklin Templeton Investment Fu... thesaurierend 19,0400 +30,41% +1,44%
Franklin Templeton Investment Fu... thesaurierend 31,1400 +34,51% +25,77%
Franklin Templeton Investment Fu... ausschüttend 31,7000 +34,49% +25,74%
Franklin Templeton Investment Fu... thesaurierend 33,2900 +33,00% +11,08%

Performance

lfd. Jahr  
+16,72%
6 Monate  
+18,25%
1 Jahr  
+29,45%
3 Jahre
  -0,97%
5 Jahre  
+56,17%
10 Jahre  
+130,55%
seit Beginn  
+225,30%
Jahr
2023  
+33,80%
2022
  -40,99%
2021  
+14,80%
2020  
+39,71%
2019  
+27,01%
2018
  -5,40%
2017  
+22,87%
2016
  -4,24%
2015  
+4,57%