NAV05/08/2024 Chg.-0.0800 Type of yield Investment Focus Investment company
17.2100USD -0.46% 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 -2.10 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 20.82% 19.47% 21.25% -% -%
Sharpe ratio -0.64 0.66 -1.17 - -
Best month +8.37% +8.37% +8.37% +25.24% -
Worst month -12.47% -3.77% -12.47% -15.05% -
Maximum loss -12.63% -12.63% -26.94% - -
Outperformance - - - - -
 
All quotes in USD

Performance

YTD
  -5.90%
6 Months  
+7.90%
1 Year
  -21.16%
3 Years     -
5 Years     -
10 Years     -
Since start
  -28.83%
Year
2023
  -17.35%