Franklin Templeton Investment Funds Templeton Global Balanced Fund W (acc) USD/ LU0997718795 /
| NAV06.06.2024 | Diff.+0.0100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 14.6300USD | +0.07% | thesaurierend | Mischfonds weltweit | Franklin Templeton ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | 4.22 | 1.20 | 1.85 | 1.67 | -1.57 | -0.36 | 0.80 | -2.53 | 1.71 | -3.06 | 2.71 | +2.79% |
| 2022 | -0.07 | 0.00 | 0.44 | -5.69 | 3.25 | -8.77 | 2.14 | -3.54 | -9.84 | 3.61 | 10.18 | -1.54 | -10.99% |
| 2023 | 9.14 | -3.47 | 1.64 | 1.31 | -3.57 | 4.41 | 4.22 | -4.05 | -3.77 | -3.29 | 8.10 | 5.47 | +15.88% |
| 2024 | -3.05 | 1.47 | 3.18 | -1.40 | 3.55 | 0.27 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8.65% | 9.00% | 9.69% | 12.89% | -% |
| Sharpe Ratio | 0.65 | 1.72 | 0.86 | -0.19 | - |
| Bester Monat | +5.47% | +5.47% | +8.10% | +10.18% | - |
| Schlechtester Monat | -3.05% | -3.05% | -4.05% | -9.84% | - |
| Maximaler Verlust | -4.21% | -4.89% | -11.50% | -23.17% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Franklin Templeton Investment Fu... | ausschüttend | 13.3000 | +10.63% | -0.14% | |
| Temp.Gl.Balanced Fd.W-H1 GBP H | thesaurierend | 12.2000 | +11.42% | - | |
| Temp.Gl.Balanced Fd.F USD | ausschüttend | 10.9300 | +10.14% | -1.39% | |
| Franklin Templeton Investment Fu... | thesaurierend | 14.3200 | +11.01% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 13.6600 | +11.15% | - | |
| Franklin Templeton Investment Fu... | ausschüttend | 14.3700 | +12.17% | +4.16% | |
| Franklin Templeton Investment Fu... | thesaurierend | 23.2400 | +8.70% | +12.05% | |
| Temp.Gl.Balanced Fd.Z USD | thesaurierend | 13.4300 | +11.82% | +3.15% | |
| Temp.Gl.Balanced Fd.W EUR | thesaurierend | 13.5600 | +10.15% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 14.6300 | +12.11% | +3.98% | |
| Franklin Templeton Investment Fu... | thesaurierend | 10.4400 | +8.41% | -7.53% | |
| Franklin Templeton Investment Fu... | thesaurierend | 20.9200 | +9.07% | -6.15% | |
| Franklin Templeton Investment Fu... | thesaurierend | 34.3800 | +9.25% | +13.80% | |
| Franklin Templeton Investment Fu... | thesaurierend | 37.4200 | +11.27% | +1.60% | |
| Franklin Templeton Investment Fu... | ausschüttend | 23.8400 | +11.29% | +1.58% |
Performance
| lfd. Jahr | +3.91% | ||
|---|---|---|---|
| 6 Monate | +9.18% | ||
| 1 Jahr | +12.11% | ||
| 3 Jahre | +3.98% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +10.17% | ||
| Jahr | |||
| 2023 | +15.88% | ||
| 2022 | -10.99% | ||
| 2021 | +2.79% | ||
