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

Fonds
NAV13/11/2024 Var.+0.4800 Type of yield Focus sugli investimenti Società d'investimento
432.8900USD +0.11% reinvestment Equity Mixed Sectors Franklin Templeton 
 

Performance mensile

  gen feb mar apr mag giu lug ago set ott nov dic Totale
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 4.88 - -

Calculated values

  YTD 6 mesi 1 anno 3 anni 5 anni
Volatilità 11.00% 11.69% 10.62% 15.36% 19.53%
Indice di Sharpe 2.26 1.98 2.65 0.32 0.47
Mese migliore +4.88% +4.88% +7.37% +7.78% +10.92%
Mese peggiore -4.64% -1.06% -4.64% -8.52% -11.25%
Perdita massima -7.81% -7.81% -7.81% -23.03% -31.69%
Outperformance +8.82% - +8.77% +17.12% +16.70%
 
Tutte le quotazioni in USD

Tranches

Nome   Type of yield Prezzo di riacquisto 1 anno 3 anni
Franklin Templeton Global Funds ... reinvestment 640.8200 +33.66% +38.11%
Franklin Templeton Global Funds ... reinvestment 539.9300 +32.00% +28.33%
Franklin Templeton Global Funds ... paying dividend 624.4800 +32.00% +28.33%
Franklin Templeton Global Funds ... reinvestment 389.0200 +31.51% +26.90%
Franklin Templeton Global Funds ... paying dividend 516.0300 +31.51% +26.90%
Franklin Templeton Global Funds ... reinvestment 300.4600 +32.83% +30.75%
Franklin Templeton Global Funds ... reinvestment 409.5000 +30.73% +24.68%
Franklin Templeton Global Funds ... paying dividend 409.2000 +30.73% +24.67%
Franklin Templeton Global Funds ... reinvestment 432.8200 +30.96% +25.31%
Franklin Templeton Global Funds ... paying dividend 587.4600 +32.65% +34.75%
Franklin Templeton Global Funds ... reinvestment 589.2100 +32.65% +34.78%
Franklin Templeton Global Funds ... reinvestment 532.3600 +31.65% +31.76%
Franklin Templeton Global Funds ... reinvestment 391.4000 +29.98% +22.53%
Franklin Templeton Global Funds ... paying dividend 375.1700 +30.13% +22.87%
Franklin Templeton Global Funds ... reinvestment 423.1100 +29.80% +21.95%
Franklin Templeton Global Funds ... paying dividend 423.2500 +29.80% +21.92%
Franklin Templeton Global Funds ... reinvestment 366.4200 +30.13% +22.87%
Franklin Templeton Global Funds ... reinvestment 440.8100 +33.32% +36.66%
Franklin Templeton Global Funds ... paying dividend 333.9800 +31.65% +27.10%
Franklin Templeton Global Funds ... reinvestment 432.8900 +31.18% +25.95%
Franklin Templeton Global Funds ... reinvestment 395.6100 +30.53% +23.98%
Franklin Templeton Global Funds ... reinvestment 396.5600 +30.52% +24.08%
Franklin Templeton Global Funds ... reinvestment 568.1500 +32.46% +34.10%

Prestazione

YTD  
+23.76%
6 mesi  
+12.45%
1 anno  
+31.18%
3 anni  
+25.95%
5 anni  
+78.26%
10 anni  
+176.91%
Dall'inizio  
+328.86%
Anno
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%