Franklin Templeton Investment Funds Templeton Global Balanced Fund Klasse A (acc) EUR-H1/ LU0316492858 /
NAV05.06.2024 | Diff.+0,0600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
20,9000EUR | +0,29% | thesaurierend | Mischfonds weltweit | Franklin Templeton ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | - | - | - | - | - | - | - | - | - | 2,29 | -2,91 | -0,63 | - |
2008 | -4,47 | 0,12 | 0,00 | 2,19 | -0,36 | -6,92 | -0,19 | -1,86 | -7,13 | -14,86 | -4,88 | 5,65 | -29,44% |
2009 | -9,63 | -10,11 | 6,69 | 8,74 | 6,90 | -0,33 | 8,03 | 2,58 | 4,44 | -1,98 | 2,75 | 1,20 | +18,44% |
2010 | -3,27 | 0,14 | 5,09 | -0,34 | -9,66 | -1,97 | 7,42 | -3,38 | 8,12 | 2,48 | -5,31 | 6,68 | +4,38% |
2011 | 2,86 | 2,27 | -0,06 | 4,62 | -1,63 | -1,23 | -1,37 | -5,94 | -9,81 | 10,20 | -3,45 | -1,26 | -6,06% |
2012 | 5,53 | 3,63 | 0,06 | -1,88 | -9,77 | 6,73 | 1,65 | 2,90 | 2,75 | 0,38 | 1,46 | 2,94 | +16,51% |
2013 | 3,83 | -1,58 | 1,37 | 3,35 | 0,68 | -3,16 | 4,72 | -1,06 | 3,82 | 3,09 | 0,79 | 0,73 | +17,52% |
2014 | -2,85 | 4,16 | 0,41 | 0,76 | 1,21 | 0,50 | -1,89 | 1,22 | -3,20 | -1,14 | 0,42 | -2,08 | -2,69% |
2015 | -1,54 | 4,38 | -1,14 | 3,14 | -1,22 | -2,16 | 0,11 | -5,51 | -4,16 | 5,74 | -0,88 | -2,82 | -6,49% |
2016 | -5,80 | -1,03 | 6,22 | 1,78 | -1,81 | -2,24 | 2,94 | 1,43 | 0,23 | -0,45 | -0,11 | 2,03 | +2,73% |
2017 | 2,33 | 1,14 | 1,82 | 0,89 | 0,57 | 0,88 | 2,46 | -0,75 | 1,62 | 0,00 | 0,35 | 0,69 | +12,62% |
2018 | 3,88 | -3,64 | -1,47 | 0,60 | -2,48 | -1,02 | 2,98 | -2,24 | 0,20 | -5,90 | 0,87 | -5,36 | -13,23% |
2019 | 5,84 | 1,55 | -1,05 | 1,92 | -6,22 | 4,79 | -1,81 | -3,85 | 3,10 | 2,08 | 1,77 | 2,47 | +10,37% |
2020 | -3,29 | -5,73 | -12,44 | 6,50 | 2,78 | 1,47 | 2,72 | 2,42 | -1,49 | -1,79 | 10,58 | 5,09 | +4,88% |
2021 | -0,24 | 4,17 | 1,08 | 1,77 | 1,51 | -1,76 | -0,51 | 0,60 | -2,66 | 1,56 | -3,16 | 2,49 | +4,70% |
2022 | -0,23 | -0,09 | 0,00 | -5,96 | 2,84 | -9,02 | 1,71 | -4,14 | -10,50 | 3,18 | 9,41 | -1,89 | -15,24% |
2023 | 8,71 | -3,70 | 1,26 | 1,09 | -3,86 | 4,18 | 3,96 | -4,30 | -4,03 | -3,44 | 7,86 | 5,17 | +12,24% |
2024 | -3,29 | 1,27 | 3,06 | -1,66 | 3,27 | 0,19 | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 8,74% | 9,10% | 9,70% | 13,02% | 14,21% |
Sharpe Ratio | 0,31 | 1,41 | 0,61 | -0,45 | -0,07 |
Bester Monat | +5,17% | +5,17% | +7,86% | +9,41% | +10,58% |
Schlechtester Monat | -3,29% | -3,29% | -4,30% | -10,50% | -12,44% |
Maximaler Verlust | -4,30% | -4,95% | -12,11% | -26,69% | -27,08% |
Outperformance | +1,16% | - | +1,49% | -6,67% | -8,41% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Franklin Templeton Investment Fu... | ausschüttend | 13,2900 | +11,27% | -0,22% | |
Temp.Gl.Balanced Fd.W-H1 GBP H | thesaurierend | 12,1900 | +12,04% | - | |
Temp.Gl.Balanced Fd.F USD | ausschüttend | 10,9200 | +10,69% | -1,48% | |
Franklin Templeton Investment Fu... | thesaurierend | 14,3300 | +11,69% | - | |
Franklin Templeton Investment Fu... | thesaurierend | 13,6700 | +11,87% | - | |
Franklin Templeton Investment Fu... | ausschüttend | 14,3600 | +12,78% | +4,09% | |
Franklin Templeton Investment Fu... | thesaurierend | 23,2500 | +9,62% | +12,10% | |
Temp.Gl.Balanced Fd.Z USD | thesaurierend | 13,4200 | +12,49% | +3,07% | |
Temp.Gl.Balanced Fd.W EUR | thesaurierend | 13,5600 | +11,06% | - | |
Franklin Templeton Investment Fu... | thesaurierend | 14,6200 | +12,72% | +3,91% | |
Franklin Templeton Investment Fu... | thesaurierend | 10,4300 | +8,99% | -7,62% | |
Franklin Templeton Investment Fu... | thesaurierend | 20,9000 | +9,65% | -6,24% | |
Franklin Templeton Investment Fu... | thesaurierend | 34,4000 | +10,19% | +13,87% | |
Franklin Templeton Investment Fu... | thesaurierend | 37,3900 | +11,88% | +1,52% | |
Franklin Templeton Investment Fu... | ausschüttend | 23,8200 | +11,85% | +1,50% |
Performance
lfd. Jahr | +2,70% | ||
---|---|---|---|
6 Monate | +7,95% | ||
1 Jahr | +9,65% | ||
3 Jahre | -6,24% | ||
5 Jahre | +14,84% | ||
10 Jahre | +3,83% | ||
seit Beginn | +25,53% | ||
Jahr | |||
2023 | +12,24% | ||
2022 | -15,24% | ||
2021 | +4,70% | ||
2020 | +4,88% | ||
2019 | +10,37% | ||
2018 | -13,23% | ||
2017 | +12,62% | ||
2016 | +2,73% | ||
2015 | -6,49% |