NAV11/14/2024 Chg.-0.3800 Type of yield Investment Focus Investment company
20.8800USD -1.79% reinvestment Equity ETF Stocks Franklin Templeton 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - - - -8.73 -1.45 -15.05 -14.92 25.24 5.43 -
2023 12.43 -10.65 4.14 -6.61 -8.51 2.43 10.32 -9.04 -4.13 -4.98 2.00 -3.18 -17.35%
2024 -12.47 8.37 -0.81 4.71 0.11 -3.77 1.27 0.57 26.81 -5.98 -0.95 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 25.45% 27.06% 25.01% -% -%
Sharpe ratio 0.53 0.59 0.26 - -
Best month +26.81% +26.81% +26.81% +26.81% -
Worst month -12.47% -5.98% -12.47% -15.05% -
Maximum loss -13.65% -13.65% -18.87% - -
Outperformance - - - - -
 
All quotes in USD

Performance

YTD  
+14.16%
6 Months  
+9.21%
1 Year  
+9.43%
3 Years     -
5 Years     -
10 Years     -
Since start
  -13.65%
Year
2023
  -17.35%