Franklin Templeton Investment Funds Franklin U.S. Opportunities Fund Klasse A (acc) CHF-H1/ LU0536403206 /
| NAV20.05.2024 | Diff.+0.1500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 37.2600CHF | +0.40% | thesaurierend | Aktien Branchenmix | Franklin Templeton ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | - | - | - | - | - | - | - | - | - | 2.70 | 4.48 | 4.38 | - |
| 2011 | 1.34 | 3.44 | 0.60 | 2.20 | -1.74 | -0.76 | -2.21 | -5.56 | -9.94 | 14.61 | -0.18 | -2.95 | -2.95% |
| 2012 | 5.89 | 5.21 | 2.89 | -1.20 | -9.18 | 1.25 | -0.71 | 2.94 | 1.82 | -4.24 | 2.75 | 0.95 | +7.64% |
| 2013 | 5.13 | 1.87 | 3.19 | 1.39 | 2.59 | -1.86 | 6.44 | -1.00 | 6.69 | 2.63 | 3.02 | 3.31 | +38.55% |
| 2014 | -0.99 | 5.11 | -4.86 | -2.93 | 3.15 | 3.73 | -2.70 | 5.61 | -2.51 | 2.63 | 2.51 | -1.65 | +6.60% |
| 2015 | -0.58 | 7.39 | 0.05 | -0.70 | 2.35 | -1.17 | 4.10 | -6.68 | -4.66 | 6.76 | 0.93 | -2.43 | +4.46% |
| 2016 | -8.98 | -2.86 | 5.45 | -0.48 | 2.45 | -2.86 | 5.28 | 0.00 | 1.08 | -2.48 | -0.12 | 0.17 | -4.10% |
| 2017 | 4.91 | 3.96 | 0.85 | 1.94 | 2.63 | -1.20 | 3.46 | 1.23 | -0.53 | 3.90 | 1.41 | -0.88 | +23.69% |
| 2018 | 7.52 | -1.26 | -1.63 | 0.67 | 4.62 | 0.25 | 0.76 | 4.92 | -0.56 | -10.60 | 0.72 | -8.95 | -4.95% |
| 2019 | 9.88 | 4.47 | 2.57 | 4.26 | -5.48 | 6.14 | 0.76 | -1.51 | -3.06 | 1.70 | 4.93 | 0.97 | +27.67% |
| 2020 | 3.85 | -5.63 | -11.04 | 16.16 | 8.67 | 4.55 | 7.36 | 6.42 | -2.93 | -3.14 | 9.84 | 3.69 | +40.76% |
| 2021 | -2.19 | 0.81 | -1.41 | 7.48 | -2.02 | 9.05 | 1.91 | 3.73 | -5.65 | 6.63 | -1.43 | -1.59 | +15.18% |
| 2022 | -12.04 | -4.67 | 2.86 | -14.04 | -6.15 | -7.61 | 11.89 | -5.68 | -11.16 | 2.95 | 3.25 | -7.15 | -40.50% |
| 2023 | 7.02 | -2.54 | 5.24 | 0.87 | 4.11 | 5.92 | 2.94 | -1.24 | -6.43 | -3.09 | 12.51 | 4.32 | +32.12% |
| 2024 | 2.54 | 8.22 | 1.20 | -5.57 | 6.12 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 16.79% | 15.41% | 15.96% | 23.44% | 24.66% |
| Sharpe Ratio | 1.94 | 2.35 | 1.66 | -0.14 | 0.21 |
| Bester Monat | +8.22% | +12.51% | +12.51% | +12.51% | +16.16% |
| Schlechtester Monat | -5.57% | -5.57% | -6.43% | -14.04% | -14.04% |
| Maximaler Verlust | -8.03% | -8.03% | -13.35% | -46.21% | -46.21% |
| Outperformance | -5.16% | - | -7.22% | +35.48% | +58.26% |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Franklin Templeton Investment Fu... | ausschüttend | 25.3300 | +32.83% | +28.38% | |
| Franklin Templeton Investment Fu... | thesaurierend | 49.9600 | +35.03% | +13.03% | |
| Franklin Templeton Investment Fu... | thesaurierend | 45.7400 | +33.31% | +9.71% | |
| F.U.S.Op.Fd.N-H1 PLN H | thesaurierend | 52.5100 | +35.27% | +11.44% | |
| F.U.S.Op.Fd.A-H1 SEK H | thesaurierend | 35.9600 | +32.74% | +2.95% | |
| F.U.S.Op.Fd.F USD | thesaurierend | 22.8800 | +34.51% | - | |
| F.U.S.Op.Fd.W SGD | thesaurierend | 10.2200 | +37.18% | - | |
| F.U.S.Op.Fd.I PLN H1 | thesaurierend | 11.4400 | +37.67% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 38.6200 | +35.94% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 43.7100 | +35.24% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 25.9400 | +36.10% | - | |
| Franklin Templeton Investment Fu... | ausschüttend | 49.8400 | +37.94% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 87.6000 | +37.11% | +18.41% | |
| Franklin Templeton Investment Fu... | thesaurierend | 80.6500 | +36.49% | +33.28% | |
| Franklin Templeton Investment Fu... | thesaurierend | 49.5700 | +34.48% | +8.26% | |
| F.U.S.Op.Fd.Y USD | ausschüttend | 28.5900 | +38.21% | +21.29% | |
| F.U.S.Op.Fd.S USD | thesaurierend | 23.1800 | +37.24% | - | |
| F.U.S.Op.Fd.S EUR H1 | thesaurierend | 16.5600 | +34.52% | +9.96% | |
| F.U.S.Op.Fd.S EUR | thesaurierend | 18.9400 | +36.65% | +33.66% | |
| Franklin Templeton Investment Fu... | thesaurierend | 56.6600 | +34.20% | +26.64% | |
| Franklin Templeton Investment Fu... | thesaurierend | 44.5700 | +36.42% | +33.04% | |
| F.U.S.Op.Fd.W USD | thesaurierend | 47.7400 | +37.07% | +18.23% | |
| F.U.S.Op.Fd.Z USD | thesaurierend | 57.9000 | +36.65% | +17.18% | |
| F.U.S.Op.Fd.W-H1 EUR H | thesaurierend | 21.6500 | +34.47% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 61.6200 | +34.81% | +12.47% | |
| Franklin Templeton Investment Fu... | thesaurierend | 37.2600 | +30.19% | +1.86% | |
| Franklin Templeton Investment Fu... | thesaurierend | 31.5400 | +32.08% | +2.64% | |
| F.U.S.Op.Fd.A-H1 NOK H | thesaurierend | 28.1600 | +33.65% | +5.39% | |
| F.U.S.Op.Fd.A-H1 CNH | thesaurierend | 309.9900 | +32.58% | +10.73% | |
| Franklin Templeton Investment Fu... | thesaurierend | 18.4600 | +33.09% | +5.19% | |
| Franklin Templeton Investment Fu... | thesaurierend | 29.7200 | +35.21% | +29.50% | |
| Franklin Templeton Investment Fu... | ausschüttend | 30.2600 | +35.21% | +29.54% | |
| Franklin Templeton Investment Fu... | thesaurierend | 32.2300 | +35.82% | +15.03% |
Performance
| lfd. Jahr | +12.53% | ||
|---|---|---|---|
| 6 Monate | +18.17% | ||
| 1 Jahr | +30.19% | ||
| 3 Jahre | +1.86% | ||
| 5 Jahre | +54.61% | ||
| 10 Jahre | +141.17% | ||
| seit Beginn | +272.60% | ||
| Jahr | |||
| 2023 | +32.12% | ||
| 2022 | -40.50% | ||
| 2021 | +15.18% | ||
| 2020 | +40.76% | ||
| 2019 | +27.67% | ||
| 2018 | -4.95% | ||
| 2017 | +23.69% | ||
| 2016 | -4.10% | ||
| 2015 | +4.46% | ||
