Franklin Templeton Global Funds plc FTGF ClearBridge US Equity Sustainability Leaders Fund Klasse A USD DIS (A)/ IE00BZ1G4Q59 /
| NAV15.07.2024 | Diff.+0.3100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 280.3100USD | +0.11% | ausschüttend | Aktien Branchenmix | Franklin Templeton ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | 1.41 | 0.92 | 3.70 | 1.95 | -1.04 | -2.90 | 4.20 | 1.89 | - |
| 2017 | 1.90 | 3.46 | 0.14 | 1.43 | 0.52 | 1.10 | 1.99 | -0.26 | 1.48 | 3.73 | 2.78 | 0.29 | +20.11% |
| 2018 | 4.54 | -4.21 | -1.06 | -0.04 | 2.41 | 0.46 | 4.16 | 3.51 | 0.04 | -8.07 | 3.51 | -8.27 | -4.07% |
| 2019 | 8.57 | 4.18 | 0.25 | 5.43 | -5.40 | 7.18 | 2.11 | -0.38 | 1.80 | 1.67 | 4.45 | 2.06 | +36.03% |
| 2020 | 1.27 | -6.49 | -10.59 | 10.27 | 6.10 | 1.52 | 6.26 | 6.00 | -1.25 | 0.22 | 10.75 | 4.87 | +30.19% |
| 2021 | -1.06 | 1.07 | 4.25 | 3.36 | 0.44 | 1.84 | 1.89 | 3.36 | -5.04 | 7.67 | -0.58 | 4.05 | +22.77% |
| 2022 | -7.98 | -2.97 | 1.34 | -9.48 | -0.85 | -7.53 | 10.69 | -3.12 | -9.37 | 6.62 | 6.35 | -6.21 | -22.37% |
| 2023 | 7.34 | -2.78 | 0.43 | -0.40 | -0.49 | 4.86 | 2.77 | -2.96 | -5.68 | -3.05 | 10.04 | 5.36 | +15.16% |
| 2024 | 0.42 | 4.89 | 3.16 | -5.09 | 3.12 | 1.41 | 3.20 | - | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.50% | 10.55% | 11.23% | 17.86% | 20.80% |
| Sharpe Ratio | 1.77 | 2.16 | 1.07 | -0.02 | 0.39 |
| Bester Monat | +5.36% | +4.89% | +10.04% | +10.69% | +10.75% |
| Schlechtester Monat | -5.09% | -5.09% | -5.68% | -9.48% | -10.59% |
| Maximaler Verlust | -6.36% | -6.36% | -13.70% | -28.37% | -31.61% |
| Outperformance | +2.38% | - | +5.29% | +38.66% | +68.74% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Franklin Templeton Global Funds ... | ausschüttend | 280.3100 | +15.60% | +10.53% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | ausschüttend | 295.2300 | +16.29% | +12.55% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | ausschüttend | 297.7300 | +16.69% | +13.73% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | thesaurierend | 353.9400 | +17.56% | +21.02% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | thesaurierend | 325.2700 | +17.21% | +19.75% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | thesaurierend | 169.9800 | +19.92% | +35.86% | |
| Franklin Templeton Global Funds ... | thesaurierend | 168.8600 | +20.61% | +23.92% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | thesaurierend | 114.7500 | +19.23% | - | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | thesaurierend | 122.2500 | +20.49% | - | |
| Franklin Templeton Global Funds ... | thesaurierend | 173.4100 | +17.87% | +21.85% | |
| Franklin Templeton Global Funds ... | ausschüttend | 169.2100 | +17.90% | +22.00% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | thesaurierend | 132.7000 | +19.93% | +22.01% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.L... | thesaurierend | 133.9000 | +21.08% | +25.37% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.F... | thesaurierend | 183.3500 | +16.29% | +12.55% | |
| Franklin Templeton Global Funds ... | thesaurierend | 154.8800 | +15.70% | +8.67% | |
| Franklin Templeton Global Funds ... | thesaurierend | 163.2200 | +16.26% | +10.41% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | thesaurierend | 253.6700 | +14.54% | +6.09% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | thesaurierend | 166.5200 | +16.69% | +13.72% | |
| Franklin Templeton Global Funds ... | thesaurierend | 214.9700 | +16.93% | +14.41% | |
| Franklin Templeton Global Funds ... | thesaurierend | 150.1900 | +14.78% | +6.77% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | thesaurierend | 245.8100 | +14.16% | +4.98% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | thesaurierend | 153.3600 | +16.29% | +12.54% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | thesaurierend | 178.7900 | +15.59% | +10.53% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | thesaurierend | 232.8200 | +13.43% | +2.91% |
Performance
| lfd. Jahr | +11.31% | ||
|---|---|---|---|
| 6 Monate | +12.34% | ||
| 1 Jahr | +15.60% | ||
| 3 Jahre | +10.53% | ||
| 5 Jahre | +74.95% | ||
| 10 Jahre | - | ||
| seit Beginn | +168.78% | ||
| Jahr | |||
| 2023 | +15.16% | ||
| 2022 | -22.37% | ||
| 2021 | +22.77% | ||
| 2020 | +30.19% | ||
| 2019 | +36.03% | ||
| 2018 | -4.07% | ||
| 2017 | +20.11% | ||
