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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 Mrz 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%