Franklin Templeton Global Funds plc FTGF ClearBridge US Appreciation Fund Klasse A USD ACC/ IE00B241FN05 /
| NAV14/11/2024 | Diferencia-1.9100 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 364.5100USD | -0.52% | reinvestment | Equity Mixed Sectors | Franklin Templeton ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | -4.41 | - | -1.18 | 2.44 | 4.28 | -2.70 | -7.15 | 1.84 | -4.45 | -16.87 | -18.77 | 11.85 | -29.76% |
| 2009 | -1.91 | -5.78 | 0.99 | 8.14 | 1.07 | 3.17 | 5.81 | 3.34 | 2.59 | 1.90 | 0.48 | 0.34 | +21.30% |
| 2010 | 1.60 | -1.05 | 4.76 | 1.24 | -8.93 | 1.34 | -0.43 | -1.68 | 4.63 | 6.45 | -0.10 | 4.45 | +11.95% |
| 2011 | 2.16 | 1.85 | -0.09 | 1.21 | 1.06 | -5.58 | 1.76 | -12.00 | 0.38 | 8.52 | 3.63 | -4.11 | -2.67% |
| 2012 | 7.23 | - | 6.12 | -0.59 | -4.57 | 2.00 | 2.75 | 2.49 | 3.82 | - | -3.05 | 0.12 | +16.85% |
| 2013 | 3.56 | 2.85 | 2.44 | 2.05 | 4.12 | -3.03 | 4.13 | -2.92 | 3.16 | 3.15 | 2.79 | 2.06 | +26.89% |
| 2014 | -2.95 | 2.81 | 1.34 | -0.45 | 1.77 | 2.12 | -1.64 | 3.73 | -1.57 | 1.89 | 2.51 | -0.34 | +9.35% |
| 2015 | -3.66 | 5.80 | -1.64 | 0.69 | 0.77 | -1.80 | 2.28 | -6.43 | -2.42 | 8.21 | 0.16 | -1.57 | -0.48% |
| 2016 | -3.53 | -0.90 | 5.95 | 0.12 | 1.35 | 0.46 | 2.35 | -0.49 | -0.71 | -2.53 | 3.42 | 1.99 | +7.34% |
| 2017 | 1.22 | 3.61 | 0.07 | 1.19 | 0.75 | 0.30 | 1.71 | 0.34 | 1.17 | 2.08 | 3.05 | 0.73 | +17.42% |
| 2018 | 5.33 | -4.74 | -2.84 | 0.38 | 1.65 | 0.38 | 4.53 | 2.80 | 0.40 | -4.86 | 2.53 | -8.56 | -3.92% |
| 2019 | 5.58 | 2.97 | 2.08 | 4.40 | -4.88 | 6.02 | 1.37 | -1.24 | 1.30 | 1.42 | 3.03 | 2.57 | +26.99% |
| 2020 | -0.87 | -8.49 | -11.31 | 10.84 | 3.92 | 1.36 | 5.64 | 7.35 | -3.56 | -2.63 | 9.26 | 2.58 | +12.12% |
| 2021 | -1.96 | 1.50 | 5.12 | 5.28 | 0.74 | 1.17 | 2.32 | 2.05 | -5.16 | 6.80 | -1.93 | 4.11 | +21.18% |
| 2022 | -4.97 | -3.97 | 3.00 | -7.62 | 0.58 | -6.83 | 7.36 | -3.62 | -8.59 | 7.71 | 5.77 | -4.72 | -16.47% |
| 2023 | 3.07 | -3.25 | 3.70 | 2.69 | -0.63 | 5.96 | 2.09 | -0.73 | -4.94 | -0.47 | 7.30 | 2.86 | +18.32% |
| 2024 | 2.86 | 4.81 | 2.65 | -4.70 | 4.68 | 2.98 | 0.53 | 2.98 | 0.73 | -1.12 | 4.30 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 11.00% | 11.72% | 10.63% | 15.35% | 19.53% |
| Índice de Sharpe | 2.09 | 1.75 | 2.32 | 0.25 | 0.42 |
| El mes mejor | +4.81% | +4.68% | +7.30% | +7.71% | +10.84% |
| El mes peor | -4.70% | -1.12% | -4.70% | -8.59% | -11.31% |
| Pérdida máxima | -7.85% | -7.85% | -7.85% | -23.55% | -31.75% |
| Rendimiento superior | +8.07% | - | +7.84% | +13.73% | +9.90% |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| 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
| Año hasta la fecha | +22.27% | ||
|---|---|---|---|
| 6 Meses | +11.22% | ||
| Promedio móvil | +27.67% | ||
| 3 Años | +22.23% | ||
| 5 Años | +70.03% | ||
| 10 Años | +153.48% | ||
| Desde el principio | +260.79% | ||
| Año | |||
| 2023 | +18.32% | ||
| 2022 | -16.47% | ||
| 2021 | +21.18% | ||
| 2020 | +12.12% | ||
| 2019 | +26.99% | ||
| 2018 | -3.92% | ||
| 2017 | +17.42% | ||
| 2016 | +7.34% | ||
| 2015 | -0.48% | ||
