Franklin Templeton Global Funds plc FTGF ClearBridge US Equity Sustainability Leaders Fund Klasse A USD DIS (A)/  IE00BZ1G4Q59  /

Fonds
NAV14.08.2024 Diff.+1,0300 Ertragstyp Ausrichtung Fondsgesellschaft
270,1600USD +0,38% ausschüttend Aktien Branchenmix Franklin Templeton 
  • Ausschüttungsbereinigt Ausschüttungsbereinigt

Monatliche Performance

  Jan Feb Mrz 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 1,76 -2,26 - - - - -
Einzelne Monate: Ausschüttungen nicht berücksichtigt

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,54% 12,73% 12,55% 18,12% 20,87%
Sharpe Ratio 0,68 0,20 0,74 -0,14 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 -8,50% -8,50% -11,38% -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 270,1600 +12,86% +3,00%
FTGF ClearBr.US Eq.Sus.Lead.Fd.X... ausschüttend 284,7000 +13,55% +4,88%
FTGF ClearBr.US Eq.Sus.Lead.Fd.P... ausschüttend 287,1800 +13,94% +5,97%
FTGF ClearBr.US Eq.Sus.Lead.Fd.P... thesaurierend 344,9400 +12,48% +14,06%
FTGF ClearBr.US Eq.Sus.Lead.Fd.X... thesaurierend 317,1200 +12,20% +12,95%
FTGF ClearBr.US Eq.Sus.Lead.Fd.A... thesaurierend 161,6800 +9,08% +24,91%
Franklin Templeton Global Funds ... thesaurierend 161,2200 +12,78% +13,90%
FTGF ClearBr.US Eq.Sus.Lead.Fd.A... thesaurierend 109,4500 +11,49% -
FTGF ClearBr.US Eq.Sus.Lead.Fd.P... thesaurierend 116,7200 +12,69% -
Franklin Templeton Global Funds ... thesaurierend 169,1300 +12,07% +14,41%
Franklin Templeton Global Funds ... ausschüttend 165,0300 +12,09% +14,54%
FTGF ClearBr.US Eq.Sus.Lead.Fd.X... thesaurierend 126,6400 +12,13% +12,14%
FTGF ClearBr.US Eq.Sus.Lead.Fd.L... thesaurierend 127,8800 +13,20% +15,24%
FTGF ClearBr.US Eq.Sus.Lead.Fd.F... thesaurierend 176,8000 +13,11% +4,50%
Franklin Templeton Global Funds ... thesaurierend 149,2300 +12,43% +0,86%
Franklin Templeton Global Funds ... thesaurierend 157,3500 +13,02% +2,48%
FTGF ClearBr.US Eq.Sus.Lead.Fd.P... thesaurierend 244,3200 +11,83% -1,23%
FTGF ClearBr.US Eq.Sus.Lead.Fd.P... thesaurierend 160,6200 +13,50% +5,59%
Franklin Templeton Global Funds ... thesaurierend 207,3800 +13,72% +6,23%
Franklin Templeton Global Funds ... thesaurierend 144,6900 +11,66% -0,95%
FTGF ClearBr.US Eq.Sus.Lead.Fd.X... thesaurierend 236,7000 +11,47% -2,26%
FTGF ClearBr.US Eq.Sus.Lead.Fd.X... thesaurierend 147,8900 +13,11% +4,50%
FTGF ClearBr.US Eq.Sus.Lead.Fd.A... thesaurierend 224,0700 +10,74% -4,19%
FTGF ClearBr.US Eq.Sus.Lead.Fd.A... thesaurierend 172,3200 +12,43% +2,63%

Performance

lfd. Jahr  
+7,28%
6 Monate  
+2,99%
1 Jahr  
+12,86%
3 Jahre  
+3,00%
5 Jahre  
+74,43%
10 Jahre     -
seit Beginn  
+159,05%
Jahr
2023  
+15,16%
2022
  -22,37%
2021  
+22,77%
2020  
+30,19%
2019  
+36,03%
2018
  -4,07%
2017  
+20,11%