Franklin Templeton Global Funds plc FTGF ClearBridge US Appreciation Fund Klasse A (G) USD ACC/  IE00B19ZB326  /

Fonds
NAV14/11/2024 Chg.-2.2500 Type de rendement Focus sur l'investissement Société de fonds
430.6400USD -0.52% reinvestment Equity Mixed Sectors Franklin Templeton 
 

Performance mensuelle

  janv. févr. mars avr. mai juin juil. août sept. oct. nov. déc. Total
2007 - - - - - 0.46 -2.11 1.46 3.12 3.11 -3.04 0.43 -
2008 -8.54 2.64 -0.84 4.64 1.51 - -8.60 0.08 -4.43 -14.00 -8.20 1.80 -30.53%
2009 -7.03 -5.14 - 8.57 3.22 - 0.93 10.00 4.48 1.11 2.11 1.82 +20.53%
2010 -2.40 0.65 4.88 1.89 -5.22 -5.68 -1.20 2.04 7.81 1.43 1.75 4.48 +9.99%
2011 2.73 0.56 -0.77 1.46 2.33 -3.41 2.88 -11.23 2.95 6.43 -1.86 0.38 +1.35%
2012 3.75 3.20 2.94 -0.14 - -3.94 2.68 4.47 1.31 1.06 -2.04 -0.66 +12.98%
2013 4.76 3.17 3.08 - - - 6.70 -1.80 1.59 3.79 2.97 1.36 +28.46%
2014 -0.53 1.62 0.53 -0.03 1.84 2.20 -1.58 3.81 -1.50 1.96 2.58 -0.27 +10.99%
2015 -3.58 5.87 -1.58 0.76 0.84 -1.73 2.36 -6.37 -2.35 8.30 0.23 -1.49 +0.37%
2016 -3.47 -0.84 6.03 0.19 1.42 0.53 2.43 -0.42 -0.63 -2.47 3.50 2.06 +8.25%
2017 1.29 3.68 0.16 1.25 0.82 0.38 1.78 0.42 1.25 2.16 3.12 0.80 +18.43%
2018 5.41 -4.67 -2.77 0.44 1.72 0.45 4.61 2.88 0.47 -4.79 2.60 -8.49 -3.10%
2019 5.65 3.04 2.15 4.48 -4.81 6.08 1.44 -1.16 1.37 1.49 3.11 2.64 +28.07%
2020 -0.80 -8.43 -11.25 10.92 4.00 1.42 5.73 7.43 -3.50 -2.55 9.34 2.66 +13.08%
2021 -1.90 1.56 5.19 5.36 0.80 1.24 2.39 2.12 -5.10 6.87 -1.86 4.18 +22.21%
2022 -4.90 -3.91 3.07 -7.55 0.65 -6.77 7.45 -3.56 -8.52 7.78 5.84 -4.65 -15.77%
2023 3.13 -3.19 3.78 2.76 -0.56 6.03 2.16 -0.66 -4.87 -0.41 7.37 2.93 +19.31%
2024 2.93 4.88 2.72 -4.64 4.76 3.05 0.60 3.05 0.78 -1.06 4.33 - -

Valeurs calculées

  CAD 6 Mois 1 An 3 Ans 5 Ans
Volatilité 11.00% 11.72% 10.63% 15.35% 19.53%
Ratio de Sharpe 2.19 1.83 2.41 0.31 0.47
Le meilleur mois +4.88% +4.76% +7.37% +7.78% +10.92%
Le plus défavorable mois -4.64% -1.06% -4.64% -8.52% -11.25%
Perte maximale -7.81% -7.81% -7.81% -23.03% -31.69%
Surperformance +8.82% - +8.77% +17.12% +16.70%
 
Toutes les cotations dans USD

Tranches

Nom   Type de rendement Prix de rachat 1 An 3 Ans
Franklin Templeton Global Funds ... reinvestment 640.0100 +33.91% +37.94%
Franklin Templeton Global Funds ... reinvestment 537.1300 +29.51% +27.67%
Franklin Templeton Global Funds ... paying dividend 621.2400 +29.51% +27.67%
Franklin Templeton Global Funds ... reinvestment 387.0000 +29.03% +26.24%
Franklin Templeton Global Funds ... paying dividend 513.3500 +29.02% +26.24%
Franklin Templeton Global Funds ... reinvestment 298.9000 +30.32% +30.08%
Franklin Templeton Global Funds ... reinvestment 407.3600 +28.26% +24.03%
Franklin Templeton Global Funds ... paying dividend 407.0700 +28.26% +24.02%
Franklin Templeton Global Funds ... reinvestment 430.5700 +28.48% +24.66%
Franklin Templeton Global Funds ... paying dividend 586.7000 +32.89% +34.58%
Franklin Templeton Global Funds ... reinvestment 588.4600 +32.89% +34.61%
Franklin Templeton Global Funds ... reinvestment 531.6700 +31.89% +31.59%
Franklin Templeton Global Funds ... reinvestment 389.3500 +27.52% +21.89%
Franklin Templeton Global Funds ... paying dividend 373.2100 +27.67% +22.23%
Franklin Templeton Global Funds ... reinvestment 420.9000 +27.35% +21.31%
Franklin Templeton Global Funds ... paying dividend 421.0400 +27.35% +21.28%
Franklin Templeton Global Funds ... reinvestment 364.5100 +27.67% +22.23%
Franklin Templeton Global Funds ... reinvestment 440.2500 +33.57% +36.49%
Franklin Templeton Global Funds ... paying dividend 332.2500 +29.17% +26.44%
Franklin Templeton Global Funds ... reinvestment 430.6400 +28.70% +25.30%
Franklin Templeton Global Funds ... reinvestment 393.5500 +28.06% +23.34%
Franklin Templeton Global Funds ... reinvestment 394.4900 +28.06% +23.43%
Franklin Templeton Global Funds ... reinvestment 567.4200 +32.70% +33.93%

Performance

CAD  
+23.12%
6 Mois  
+11.64%
1 An  
+28.70%
3 Ans  
+25.30%
5 Ans  
+77.28%
10 ans  
+175.73%
Depuis le début  
+326.63%
Année
2023  
+19.31%
2022
  -15.77%
2021  
+22.21%
2020  
+13.08%
2019  
+28.07%
2018
  -3.10%
2017  
+18.43%
2016  
+8.25%
2015  
+0.37%