Franklin Templeton Investment Funds Templeton Global Balanced Fund Klasse N (acc) EUR/ LU0140420323 /
| NAV05.06.2024 | Diff.+0,0800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 23,2500EUR | +0,35% | thesaurierend | Mischfonds weltweit | Franklin Templeton ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2002 | 0,99 | -0,81 | 3,25 | -2,88 | -2,34 | -8,66 | -6,05 | 1,29 | -8,47 | 3,36 | 4,82 | -8,12 | -22,31% |
| 2003 | -3,14 | -2,64 | -2,22 | 6,68 | 0,35 | 4,48 | 3,49 | 3,59 | -4,00 | 4,27 | -0,84 | 0,64 | +10,47% |
| 2004 | 4,21 | 1,82 | -0,40 | 0,90 | -1,78 | 1,61 | -2,18 | -0,20 | 0,20 | 0,00 | 1,82 | 1,09 | +7,16% |
| 2005 | 1,57 | 1,55 | 0,10 | -1,14 | 4,33 | 2,40 | 1,53 | -0,89 | 2,78 | -2,18 | 2,76 | 2,43 | +16,11% |
| 2006 | 1,52 | 1,67 | -0,57 | -0,25 | -3,55 | -0,09 | 0,86 | 1,70 | 2,76 | 2,28 | -1,91 | 2,03 | +6,43% |
| 2007 | 1,91 | -2,50 | 0,08 | 2,00 | 2,59 | -1,15 | -3,01 | -0,16 | -0,88 | 0,89 | -4,07 | -0,33 | -4,77% |
| 2008 | -6,01 | -1,95 | -3,89 | 3,11 | -0,27 | -8,16 | 0,60 | 4,07 | -4,19 | -5,37 | -3,89 | -3,61 | -26,46% |
| 2009 | -1,25 | -8,74 | 2,27 | 9,48 | 0,45 | 0,45 | 6,24 | 2,20 | 2,46 | -2,61 | 0,82 | 6,02 | +17,93% |
| 2010 | -0,10 | 1,83 | 5,68 | 1,07 | -1,77 | -1,44 | 1,28 | -0,72 | 0,82 | 0,63 | 1,52 | 3,45 | +12,70% |
| 2011 | 0,51 | 1,44 | -2,60 | 0,26 | 1,11 | -2,04 | -0,52 | -6,09 | -3,24 | 6,80 | -0,72 | 2,53 | -3,07% |
| 2012 | 4,49 | 1,86 | -0,17 | -1,16 | -3,36 | 4,25 | 4,58 | 0,72 | 0,95 | -0,39 | 1,18 | 1,55 | +15,15% |
| 2013 | 0,99 | 2,20 | 3,11 | 0,72 | 1,93 | -3,36 | 2,54 | -0,49 | 1,56 | 2,73 | 0,75 | -0,61 | +12,55% |
| 2014 | -1,02 | 1,85 | 0,47 | 0,13 | 2,82 | 0,07 | 0,26 | 3,05 | 0,63 | -0,31 | 1,13 | 0,56 | +9,99% |
| 2015 | 5,32 | 5,22 | 2,96 | -1,03 | 0,93 | -3,47 | 1,57 | -7,58 | -3,83 | 7,47 | 3,07 | -5,39 | +4,08% |
| 2016 | -5,46 | -1,57 | 1,60 | 1,26 | 0,99 | -1,78 | 2,25 | 1,71 | -0,42 | 1,99 | 3,37 | 2,86 | +6,65% |
| 2017 | -0,06 | 3,18 | 1,19 | -1,07 | -2,27 | -0,55 | -0,78 | -1,23 | 2,49 | 1,49 | -1,63 | 0,22 | +0,84% |
| 2018 | 0,77 | -1,92 | -2,07 | 2,62 | 0,83 | -0,72 | 3,05 | -1,29 | 0,38 | -3,26 | 1,07 | -6,28 | -6,96% |
| 2019 | 6,17 | 2,40 | 0,55 | 2,17 | -5,58 | 3,21 | 1,15 | -2,97 | 4,11 | 0,00 | 3,15 | 0,93 | +15,79% |
| 2020 | -2,00 | -5,13 | -12,51 | 7,12 | 1,59 | 0,35 | -1,96 | 1,18 | 0,41 | -1,10 | 8,03 | 2,77 | -2,87% |
| 2021 | 0,53 | 4,72 | 4,01 | -0,72 | -0,10 | 1,31 | -0,48 | 1,11 | -0,67 | 1,78 | -1,32 | 2,34 | +13,03% |
| 2022 | 1,03 | 0,14 | 1,66 | -1,18 | 1,33 | -6,71 | 4,66 | -2,04 | -7,63 | 2,67 | 4,45 | -4,31 | -6,63% |
| 2023 | 7,30 | -0,84 | -1,03 | -0,33 | -0,71 | 2,16 | 3,29 | -2,82 | -1,40 | -3,46 | 5,01 | 3,79 | +10,85% |
| 2024 | -1,04 | 1,32 | 3,33 | -0,48 | 1,71 | 0,00 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 6,77% | 6,69% | 7,58% | 10,52% | 13,19% |
| Sharpe Ratio | 1,19 | 1,91 | 0,77 | 0,01 | 0,12 |
| Bester Monat | +3,79% | +3,79% | +5,01% | +7,30% | +8,03% |
| Schlechtester Monat | -1,04% | -1,04% | -3,46% | -7,63% | -12,51% |
| Maximaler Verlust | -3,73% | -3,73% | -8,23% | -12,64% | -25,99% |
| Outperformance | -3,09% | - | -4,07% | -1,94% | -9,76% |
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 | +4,87% | ||
|---|---|---|---|
| 6 Monate | +7,94% | ||
| 1 Jahr | +9,62% | ||
| 3 Jahre | +12,10% | ||
| 5 Jahre | +29,53% | ||
| 10 Jahre | +50,97% | ||
| seit Beginn | +110,03% | ||
| Jahr | |||
| 2023 | +10,85% | ||
| 2022 | -6,63% | ||
| 2021 | +13,03% | ||
| 2020 | -2,87% | ||
| 2019 | +15,79% | ||
| 2018 | -6,96% | ||
| 2017 | +0,84% | ||
| 2016 | +6,65% | ||
| 2015 | +4,08% | ||
