Franklin Templeton Investment Funds Franklin U.S. Opportunities Fund Klasse N (acc) USD/  LU0188150956  /

Fonds
NAV13.06.2024 Diff.-0.0800 Ertragstyp Ausrichtung Fondsgesellschaft
63.4800USD -0.13% thesaurierend Aktien Branchenmix Franklin Templeton 
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2004 - - - -4.03 2.70 3.51 -7.06 -1.52 5.97 3.11 6.59 4.15 -
2005 -3.73 -0.09 -2.91 -4.54 6.37 1.16 5.04 -0.34 1.94 0.08 6.37 0.47 +9.50%
2006 6.51 0.44 2.90 -0.56 -7.78 0.84 -4.57 0.88 2.37 2.16 3.63 -0.88 +5.27%
2007 2.43 -1.72 1.24 2.17 3.67 0.41 -0.14 2.92 8.92 5.22 -7.38 -0.12 +18.10%
2008 -11.90 -4.24 -0.52 10.39 6.39 -7.14 -3.20 -0.42 -15.47 -16.12 -8.67 2.18 -41.62%
2009 -2.88 -7.47 8.79 9.93 4.77 0.57 6.79 1.59 6.60 -3.10 4.88 5.69 +40.66%
2010 -5.31 2.56 6.80 2.19 -8.66 -5.17 8.43 -4.34 12.35 2.62 4.28 4.57 +19.73%
2011 1.33 3.44 0.42 2.47 -1.70 -1.08 -2.05 -6.79 -10.32 14.46 -0.13 -2.78 -4.56%
2012 5.91 5.39 2.91 -1.21 -9.19 1.42 -0.83 3.14 1.99 -4.20 2.80 0.99 +8.43%
2013 5.21 1.80 3.03 1.44 2.24 -1.82 6.21 -1.13 6.75 2.67 3.03 3.31 +37.66%
2014 -1.11 5.22 -4.87 -2.88 3.01 3.77 -2.81 5.48 -2.62 2.69 2.41 -1.81 +5.92%
2015 -0.17 6.94 -0.16 -0.55 2.38 -1.08 3.83 -6.90 -4.53 6.66 0.76 -2.29 +4.03%
2016 -8.92 -2.75 5.70 -0.35 2.38 -2.79 5.39 0.08 1.28 -2.44 -0.21 0.38 -3.07%
2017 5.21 3.96 0.99 2.00 2.88 -1.04 3.63 1.37 -0.41 3.89 1.47 -0.43 +25.95%
2018 7.97 -1.19 -1.52 0.66 4.69 0.51 0.95 5.18 -0.42 -10.17 1.03 -8.76 -2.58%
2019 10.15 4.62 2.83 4.41 -5.27 6.49 1.03 -1.29 -2.86 1.97 5.01 1.23 +31.06%
2020 4.09 -5.70 -11.40 16.20 8.69 4.67 7.50 6.52 -2.81 -3.12 9.95 3.91 +41.62%
2021 -2.16 0.84 -1.33 7.51 -2.01 8.99 1.87 3.79 -5.54 6.64 -1.40 -1.45 +15.67%
2022 -12.16 -4.68 2.87 -13.71 -5.00 -7.46 12.34 -5.02 -10.57 3.42 3.75 -6.76 -37.61%
2023 7.37 -2.24 5.58 1.17 4.36 6.30 3.26 -0.91 -6.11 -2.86 12.93 4.66 +37.18%
2024 2.83 8.48 1.41 -5.34 4.16 5.15 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 16.26% 15.82% 15.69% 23.27% 24.64%
Sharpe Ratio 2.41 2.32 1.82 -0.04 0.33
Bester Monat +8.48% +8.48% +12.93% +12.93% +16.20%
Schlechtester Monat -5.34% -5.34% -6.11% -13.71% -13.71%
Maximaler Verlust -7.82% -7.82% -12.46% -44.03% -44.03%
Outperformance +28.48% - +30.62% +41.51% +42.53%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Franklin Templeton Investment Fu... ausschüttend 25.9900 +31.59% +22.48%
Franklin Templeton Investment Fu... thesaurierend 51.4800 +32.51% +8.95%
Franklin Templeton Investment Fu... thesaurierend 47.0900 +30.81% +5.63%
F.U.S.Op.Fd.N-H1 PLN H thesaurierend 54.1100 +32.66% +7.47%
F.U.S.Op.Fd.A-H1 SEK H thesaurierend 37.0200 +30.26% -0.91%
F.U.S.Op.Fd.F USD thesaurierend 23.5600 +31.91% -
F.U.S.Op.Fd.W SGD thesaurierend 10.5800 +35.47% -
F.U.S.Op.Fd.I PLN H1 thesaurierend 11.8000 +35.01% -
Franklin Templeton Investment Fu... thesaurierend 39.9000 +34.07% -
Franklin Templeton Investment Fu... thesaurierend 45.1300 +32.85% -
Franklin Templeton Investment Fu... thesaurierend 26.8000 +34.20% -
Franklin Templeton Investment Fu... ausschüttend 51.4300 +35.39% -
Franklin Templeton Investment Fu... thesaurierend 90.3500 +34.57% +14.12%
Franklin Templeton Investment Fu... thesaurierend 84.1000 +35.21% +28.73%
Franklin Templeton Investment Fu... thesaurierend 51.0700 +32.03% +4.22%
F.U.S.Op.Fd.Y USD ausschüttend 29.5000 +35.70% +16.92%
F.U.S.Op.Fd.S USD thesaurierend 23.9100 +34.70% -
F.U.S.Op.Fd.S EUR H1 thesaurierend 17.0600 +32.04% +5.83%
F.U.S.Op.Fd.S EUR thesaurierend 19.7600 +35.34% +29.15%
Franklin Templeton Investment Fu... thesaurierend 59.0200 +32.93% +22.35%
Franklin Templeton Investment Fu... thesaurierend 46.4800 +35.16% +28.54%
F.U.S.Op.Fd.W USD thesaurierend 49.2400 +34.50% +13.96%
F.U.S.Op.Fd.Z USD thesaurierend 59.7000 +34.10% +12.94%
F.U.S.Op.Fd.W-H1 EUR H thesaurierend 22.3000 +31.95% -
Franklin Templeton Investment Fu... thesaurierend 63.4800 +32.28% +8.40%
Franklin Templeton Investment Fu... thesaurierend 38.2900 +27.72% -2.07%
Franklin Templeton Investment Fu... thesaurierend 32.4600 +29.68% -1.19%
F.U.S.Op.Fd.A-H1 NOK H thesaurierend 29.0000 +31.16% +1.36%
F.U.S.Op.Fd.A-H1 CNH thesaurierend 318.9000 +30.08% +6.40%
Franklin Templeton Investment Fu... thesaurierend 19.0000 +30.58% +1.23%
Franklin Templeton Investment Fu... thesaurierend 30.9700 +33.90% +25.08%
Franklin Templeton Investment Fu... ausschüttend 31.5300 +33.89% +25.07%
Franklin Templeton Investment Fu... thesaurierend 33.2300 +33.29% +10.88%

Performance

lfd. Jahr  
+17.27%
6 Monate  
+18.43%
1 Jahr  
+32.28%
3 Jahre  
+8.40%
5 Jahre  
+75.89%
10 Jahre  
+180.76%
seit Beginn  
+534.80%
Jahr
2023  
+37.18%
2022
  -37.61%
2021  
+15.67%
2020  
+41.62%
2019  
+31.06%
2018
  -2.58%
2017  
+25.95%
2016
  -3.07%
2015  
+4.03%