Franklin Templeton Global Funds plc FTGF ClearBridge US Large Cap Growth Fund Klasse B USD ACC/  IE00B241CG23  /

Fonds
NAV24/05/2024 Diferencia+1.6500 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
490.6200USD +0.34% reinvestment Equity Mixed Sectors Franklin Templeton 
 

Rendimiento mensual

  ene. feb. mar. abr. may. jun. jul. ago. sep. oct. nov. dic. Total
2008 -8.41 -1.59 0.38 4.58 -0.03 -9.44 -4.86 10.25 -11.59 -17.64 -9.59 -2.34 -42.23%
2009 7.25 -2.92 5.22 3.77 5.81 6.28 4.60 -0.15 -2.31 7.38 3.75 4.12 +51.32%
2010 - -4.74 8.75 1.09 -10.65 -1.13 1.93 -2.71 4.44 - 7.74 4.42 +7.79%
2011 1.57 2.16 -4.80 7.00 -2.39 -5.09 3.37 -8.49 3.18 -6.81 3.51 6.55 -1.77%
2012 5.72 4.67 2.82 -2.44 -4.35 2.02 4.06 1.19 5.07 - -2.36 2.59 +20.04%
2013 0.51 5.64 2.47 0.33 3.67 -1.13 5.31 -2.44 4.60 0.51 4.24 0.31 +26.37%
2014 2.01 4.06 -1.89 -0.98 1.06 3.51 -0.12 4.17 -1.06 1.77 3.00 0.08 +16.51%
2015 -2.40 6.90 -1.43 1.25 1.75 -1.26 3.09 -5.02 -2.18 8.12 0.95 -1.27 +7.98%
2016 -5.92 -0.81 5.72 0.59 2.56 -1.84 4.81 -0.27 0.64 -1.76 1.95 0.51 +5.81%
2017 3.29 2.31 0.26 2.52 0.79 0.72 1.94 1.24 1.60 1.79 3.41 1.18 +23.13%
2018 7.18 -3.62 -2.06 2.49 2.41 -0.07 3.99 3.68 -0.49 -7.85 2.35 -8.64 -1.90%
2019 9.25 3.48 2.24 5.83 -7.27 6.82 1.55 -2.66 0.11 1.83 4.03 2.26 +29.89%
2020 0.63 -6.55 -9.58 13.50 7.06 3.20 6.99 9.49 -4.07 -3.91 10.20 2.48 +30.02%
2021 -2.45 -0.49 2.88 6.62 -0.37 3.94 1.70 3.74 -4.99 7.27 -0.07 1.44 +20.18%
2022 -8.88 -6.02 2.89 -13.35 -4.10 -7.99 11.43 -4.72 -10.55 6.13 4.59 -5.96 -33.21%
2023 9.39 -1.33 6.79 1.05 4.10 7.54 2.42 -1.60 -5.98 -0.71 11.32 3.85 +41.82%
2024 3.85 7.09 0.95 -5.83 6.35 - - - - - - - -

Valores estimados

  Año hasta la fecha 6 Meses Promedio móvil 3 Años 5 Años
Volatilidad 14.86% 13.90% 14.51% 21.64% 23.28%
Índice de Sharpe 2.09 2.51 2.25 0.13 0.40
El mes mejor +7.09% +11.32% +11.32% +11.43% +13.50%
El mes peor -5.83% -5.83% -5.98% -13.35% -13.35%
Pérdida máxima -7.35% -7.35% -11.72% -38.65% -38.65%
Rendimiento superior +26.27% - +27.40% +43.84% +53.18%
 
Todas las cotizaciones en USD

Tramos

Nombre   Tipo de beneficio Prec. de rescate Promedio móvil 3 Años
Franklin Templeton Global Funds ... reinvestment 793.1600 +36.18% +39.60%
Franklin Templeton Global Funds ... reinvestment 674.4100 +37.43% +23.97%
Franklin Templeton Global Funds ... reinvestment 490.6200 +36.51% +21.48%
Franklin Templeton Global Funds ... reinvestment 490.7000 +36.49% +21.45%
Franklin Templeton Global Funds ... paying dividend 498.1200 +36.49% +21.45%
Franklin Templeton Global Funds ... paying dividend 498.0200 +36.49% +21.45%
Franklin Templeton Global Funds ... reinvestment 571.2000 +37.66% +24.60%
Franklin Templeton Global Funds ... reinvestment 524.4000 +36.97% +22.74%
FTGF ClearBr.US Large Cap Gr.Fd.... paying dividend 119.3600 - -
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 243.1300 +35.39% +17.08%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 355.3200 +38.53% +26.97%
FTGF ClearBr.US Large Cap Gr.Fd.... paying dividend 298.1900 +38.01% +25.54%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 334.6500 +38.05% +25.63%
FTGF ClearBr.US Large Cap Gr.Fd.... paying dividend 280.9000 +36.15% +20.55%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 359.8100 +34.43% +41.12%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 352.6100 +33.87% +39.59%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 298.8200 +38.01% +25.54%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 241.2300 +36.89% +41.37%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 289.6300 +36.15% +20.54%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 272.5500 +35.77% +18.33%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 308.5900 +37.27% +42.89%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 257.9800 +37.40% +43.40%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 227.4700 +38.67% +27.35%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 267.1800 +44.23% +48.35%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 333.1100 +39.41% +29.38%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 349.4100 +38.28% +45.84%
FTGF ClearBr.US Large Cap Gr.Fd.... paying dividend 167.6700 +38.54% +26.97%
FTGF ClearBr.US Large Cap Gr.Fd.... paying dividend 167.0000 +37.27% +42.98%
Franklin Templeton Global Funds ... reinvestment 542.3400 +37.18% +23.30%
Franklin Templeton Global Funds ... reinvestment 803.1400 +35.93% +38.81%
Franklin Templeton Global Funds ... reinvestment 265.7000 +34.42% +14.94%
Franklin Templeton Global Funds ... paying dividend 542.5800 +37.18% +23.29%

Performance

Año hasta la fecha  
+12.44%
6 Meses  
+17.58%
Promedio móvil  
+36.51%
3 Años  
+21.48%
5 Años  
+85.45%
10 Años  
+222.12%
Desde el principio  
+371.52%
Año
2023  
+41.82%
2022
  -33.21%
2021  
+20.18%
2020  
+30.02%
2019  
+29.89%
2018
  -1.90%
2017  
+23.13%
2016  
+5.81%
2015  
+7.98%