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Franklin Templeton Investment Funds Franklin U.S. Opportunities Fund Klasse W (acc) EUR/  LU0976564442  /

Fonds
NAV03.06.2024 Diff.-0,0200 Ertragstyp Ausrichtung Fondsgesellschaft
43,7000EUR -0,05% thesaurierend Aktien Branchenmix Franklin Templeton ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - - - - - - - 3,20 2,16 -
2014 0,92 3,01 -4,60 -3,43 5,00 3,39 -0,44 7,64 1,40 3,58 3,30 1,14 +22,26%
2015 7,00 8,09 4,03 -4,57 4,72 -2,38 5,51 -8,69 -4,13 8,61 4,92 -4,81 +17,61%
2016 -8,51 -3,08 1,23 -0,86 5,54 -2,45 4,82 0,40 0,66 0,00 3,49 1,21 +1,66%
2017 2,71 6,19 0,29 0,00 -0,12 -2,53 0,18 0,89 0,47 5,47 -0,55 -1,11 +12,15%
2018 4,49 0,70 -2,24 2,67 8,34 0,64 1,02 6,13 -0,32 -7,80 1,24 -9,77 +3,65%
2019 10,45 5,39 4,42 4,54 -4,73 4,79 3,97 -0,49 -1,94 -0,21 6,49 -0,44 +36,17%
2020 5,37 -5,02 -11,24 17,10 7,42 3,56 2,71 5,25 -0,92 -2,34 7,52 1,62 +32,25%
2021 -1,35 1,52 1,65 5,02 -3,52 12,53 1,97 4,42 -3,58 7,01 0,61 -1,62 +26,25%
2022 -10,93 -4,33 4,36 -9,40 -6,50 -5,06 15,32 -3,26 -8,18 2,73 -1,36 -9,21 -32,60%
2023 5,87 0,60 3,12 -0,29 7,74 4,25 2,61 0,62 -3,56 -2,80 9,94 3,32 +35,23%
2024 5,17 8,62 1,74 -4,18 2,58 -0,05 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 15,93% 15,11% 14,74% 21,84% 24,23%
Sharpe Ratio 2,10 2,27 1,68 0,21 0,46
Bester Monat +8,62% +8,62% +9,94% +15,32% +17,10%
Schlechtester Monat -4,18% -4,18% -4,18% -10,93% -11,24%
Maximaler Verlust -6,39% -6,39% -9,61% -38,08% -38,08%
Outperformance -4,11% - -4,00% +53,49% +95,81%
 
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  
+14,19%
6 Monate  
+17,35%
1 Jahr  
+28,30%
3 Jahre  
+27,18%
5 Jahre  
+100,37%
10 Jahre  
+300,18%
seit Beginn  
+337,00%
Jahr
2023  
+35,23%
2022
  -32,60%
2021  
+26,25%
2020  
+32,25%
2019  
+36,17%
2018  
+3,65%
2017  
+12,15%
2016  
+1,66%
2015  
+17,61%