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Franklin Templeton Investment Funds Franklin U.S. Opportunities Fund Klasse N (acc) EUR/  LU0260869903  /

Fonds
NAV18.06.2024 Diff.+0,2800 Ertragstyp Ausrichtung Fondsgesellschaft
59,8300EUR +0,47% thesaurierend Aktien Branchenmix Franklin Templeton ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2006 - - - - - - - - - 1,57 -0,19 -0,58 -
2007 3,79 -3,28 0,39 0,00 5,11 -0,09 -1,29 3,35 4,05 3,55 -8,35 0,18 +6,80%
2008 -13,56 -6,21 -4,26 11,61 6,72 -8,27 -2,25 5,82 -11,83 -7,53 -8,27 -7,21 -39,13%
2009 6,28 -6,61 3,77 10,45 -2,10 1,48 4,89 1,13 4,36 -3,58 2,73 10,98 +37,52%
2010 -2,28 4,34 7,68 3,66 -1,15 -4,54 1,72 -1,59 4,35 0,58 11,85 1,46 +28,04%
2011 -1,02 2,66 -2,26 -1,97 1,13 -1,72 -1,23 -6,75 -3,81 10,79 2,86 0,96 -1,36%
2012 4,73 3,53 2,78 -0,54 -2,64 -0,96 2,01 0,79 -0,16 -4,94 2,48 -0,48 +6,37%
2013 2,18 5,86 5,01 -1,28 3,61 -2,02 3,98 -0,48 4,26 2,31 2,96 2,06 +32,04%
2014 0,86 2,79 -4,73 -3,54 4,82 3,31 -0,59 7,53 1,28 3,46 3,18 0,98 +20,40%
2015 6,92 7,95 3,88 -4,67 4,59 -2,51 5,37 -8,83 -4,23 8,45 4,81 -4,93 +15,88%
2016 -8,70 -3,17 1,04 -0,93 5,31 -2,50 4,69 0,28 0,51 -0,14 3,39 1,06 +0,04%
2017 2,55 6,08 0,16 -0,12 -0,24 -2,67 0,04 0,75 0,37 5,34 -0,70 -1,22 +10,45%
2018 4,37 0,53 -2,35 2,56 8,17 0,52 0,83 6,04 -0,46 -7,91 1,10 -9,90 +2,03%
2019 10,28 5,26 4,26 4,41 -4,84 4,63 3,81 -0,66 -2,04 -0,34 6,30 -0,55 +33,93%
2020 5,24 -5,17 -11,37 16,94 7,28 3,43 2,53 5,12 -1,06 -2,50 7,34 1,48 +29,99%
2021 -1,50 1,41 1,52 4,88 -3,64 12,36 1,83 4,29 -3,71 6,86 0,48 -1,75 +24,21%
2022 -11,04 -4,48 4,22 -9,48 -6,65 -5,20 15,19 -3,40 -8,31 2,56 -1,48 -9,34 -33,69%
2023 5,73 0,46 2,97 -0,45 7,63 4,10 2,47 0,48 -3,70 -2,94 9,79 3,18 +33,01%
2024 5,02 8,48 1,61 -4,32 2,43 7,70 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 15,66% 15,19% 14,74% 21,80% 24,21%
Sharpe Ratio 3,25 2,87 2,14 0,13 0,38
Bester Monat +8,48% +8,48% +9,79% +15,19% +16,94%
Schlechtester Monat -4,32% -4,32% -4,32% -11,04% -11,37%
Maximaler Verlust -6,50% -6,50% -9,78% -39,19% -39,19%
Outperformance +28,52% - +30,34% +48,53% +47,39%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Franklin Templeton Investment Fu... ausschüttend 26,4700 +34,64% +21,26%
Franklin Templeton Investment Fu... thesaurierend 52,1700 +33,09% +9,67%
Franklin Templeton Investment Fu... thesaurierend 47,7300 +31,42% +6,28%
F.U.S.Op.Fd.N-H1 PLN H thesaurierend 54,8400 +33,30% +8,10%
F.U.S.Op.Fd.A-H1 SEK H thesaurierend 37,5200 +30,91% -0,37%
F.U.S.Op.Fd.F USD thesaurierend 23,8800 +32,52% -
F.U.S.Op.Fd.W SGD thesaurierend 10,7200 +36,21% -
F.U.S.Op.Fd.I PLN H1 thesaurierend 11,9600 +35,60% -
Franklin Templeton Investment Fu... thesaurierend 40,4600 +34,82% -
Franklin Templeton Investment Fu... thesaurierend 45,7200 +33,65% -
Franklin Templeton Investment Fu... thesaurierend 27,1800 +35,02% -
Franklin Templeton Investment Fu... ausschüttend 52,1400 +35,97% -
Franklin Templeton Investment Fu... thesaurierend 91,5900 +35,15% +14,86%
Franklin Templeton Investment Fu... thesaurierend 85,2800 +37,44% +26,90%
Franklin Templeton Investment Fu... thesaurierend 51,7700 +32,71% +4,88%
F.U.S.Op.Fd.Y USD ausschüttend 29,9000 +36,22% +17,62%
F.U.S.Op.Fd.S USD thesaurierend 24,2400 +35,27% -
F.U.S.Op.Fd.S EUR H1 thesaurierend 17,2900 +32,59% +6,47%
F.U.S.Op.Fd.S EUR thesaurierend 20,0300 +37,57% +27,26%
Franklin Templeton Investment Fu... thesaurierend 59,8300 +35,12% +20,60%
Franklin Templeton Investment Fu... thesaurierend 47,1200 +37,34% +26,67%
F.U.S.Op.Fd.W USD thesaurierend 49,9100 +35,07% +14,68%
F.U.S.Op.Fd.Z USD thesaurierend 60,5200 +34,70% +13,67%
F.U.S.Op.Fd.W-H1 EUR H thesaurierend 22,6000 +32,63% -
Franklin Templeton Investment Fu... thesaurierend 64,3400 +32,85% +9,11%
Franklin Templeton Investment Fu... thesaurierend 38,8000 +28,35% -1,50%
Franklin Templeton Investment Fu... thesaurierend 32,9000 +30,35% -0,54%
F.U.S.Op.Fd.A-H1 NOK H thesaurierend 29,3900 +31,85% +1,91%
F.U.S.Op.Fd.A-H1 CNH thesaurierend 323,1000 +30,71% +7,03%
Franklin Templeton Investment Fu... thesaurierend 19,2600 +31,29% +1,85%
Franklin Templeton Investment Fu... thesaurierend 31,4000 +36,11% +23,33%
Franklin Templeton Investment Fu... ausschüttend 31,9700 +36,10% +23,34%
Franklin Templeton Investment Fu... thesaurierend 33,6800 +33,86% +11,60%

Performance

lfd. Jahr  
+22,20%
6 Monate  
+21,31%
1 Jahr  
+35,12%
3 Jahre  
+20,60%
5 Jahre  
+83,47%
10 Jahre  
+255,71%
seit Beginn  
+504,95%
Jahr
2023  
+33,01%
2022
  -33,69%
2021  
+24,21%
2020  
+29,99%
2019  
+33,93%
2018  
+2,03%
2017  
+10,45%
2016  
+0,04%
2015  
+15,88%