Franklin Templeton Investment Funds Franklin U.S. Opportunities Fund Klasse C (acc) USD/ LU0260872956 /
| NAV14.11.2024 | Diff.-0.5100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 55.7400USD | -0.91% | thesaurierend | Aktien Branchenmix | Franklin Templeton ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | - | - | - | - | - | - | - | - | - | 2.16 | 3.65 | -0.83 | - |
| 2007 | 2.43 | -1.73 | 1.21 | 2.20 | 3.77 | 0.35 | -0.09 | 2.93 | 8.88 | 5.23 | -7.38 | -0.08 | +18.21% |
| 2008 | -11.85 | -4.30 | -0.47 | 10.44 | 6.30 | -7.05 | -3.28 | -0.36 | -15.47 | -16.08 | -8.70 | 2.21 | -41.55% |
| 2009 | -2.84 | -7.51 | 8.72 | 10.10 | 4.77 | 0.60 | 6.67 | 1.79 | 6.48 | -3.09 | 4.89 | 5.78 | +40.95% |
| 2010 | -5.27 | 2.53 | 6.81 | 2.22 | -8.68 | -5.15 | 8.46 | -4.33 | 12.37 | 2.60 | 4.36 | 4.60 | +19.94% |
| 2011 | 1.28 | 3.55 | 0.38 | 2.51 | -1.78 | -0.98 | -2.06 | -6.77 | -10.34 | 14.51 | -0.08 | -2.76 | -4.40% |
| 2012 | 5.85 | 5.45 | 2.92 | -1.24 | -9.14 | 1.46 | -0.88 | 3.15 | 2.03 | -4.14 | 2.80 | 1.01 | +8.61% |
| 2013 | 5.16 | 1.83 | 3.09 | 1.39 | 2.27 | -1.82 | 6.30 | -1.16 | 6.78 | 2.69 | 3.03 | 3.29 | +37.80% |
| 2014 | -1.06 | 5.19 | -4.83 | -2.88 | 3.02 | 3.83 | -2.82 | 5.53 | -2.65 | 2.72 | 2.44 | -1.81 | +6.15% |
| 2015 | -0.16 | 6.96 | -0.15 | -0.54 | 2.38 | -1.07 | 3.87 | -6.89 | -4.56 | 6.69 | 0.75 | -2.22 | +4.21% |
| 2016 | -8.89 | -2.77 | 5.70 | -0.32 | 2.38 | -2.75 | 5.43 | 0.05 | 1.29 | -2.39 | -0.21 | 0.37 | -2.93% |
| 2017 | 5.25 | 3.95 | 1.00 | 2.02 | 2.91 | -1.03 | 3.62 | 1.40 | -0.39 | 3.85 | 1.54 | -0.45 | +26.17% |
| 2018 | 8.00 | -1.18 | -1.51 | 0.67 | 4.72 | 0.52 | 0.96 | 5.21 | -0.42 | -10.15 | 1.05 | -8.75 | -2.39% |
| 2019 | 10.18 | 4.60 | 2.86 | 4.42 | -5.26 | 6.52 | 1.05 | -1.31 | -2.85 | 1.99 | 5.03 | 1.27 | +31.31% |
| 2020 | 4.09 | -5.69 | -11.37 | 16.20 | 8.69 | 4.71 | 7.49 | 6.53 | -2.81 | -3.09 | 9.96 | 3.94 | +41.83% |
| 2021 | -2.13 | 0.83 | -1.31 | 7.52 | -1.99 | 9.00 | 1.89 | 3.80 | -5.52 | 6.66 | -1.39 | -1.45 | +15.86% |
| 2022 | -12.14 | -4.68 | 2.90 | -13.70 | -4.98 | -7.45 | 12.37 | -5.01 | -10.58 | 3.48 | 3.73 | -6.72 | -37.50% |
| 2023 | 7.39 | -2.25 | 5.61 | 1.16 | 4.39 | 6.32 | 3.27 | -0.88 | -6.10 | -2.88 | 12.97 | 4.68 | +37.41% |
| 2024 | 2.83 | 8.49 | 1.43 | -5.32 | 4.17 | 6.07 | -2.50 | 3.12 | 2.62 | -1.46 | 5.59 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 17.02% | 17.14% | 16.33% | 23.66% | 24.79% |
| Sharpe Ratio | 1.69 | 1.49 | 2.02 | -0.08 | 0.42 |
| Bester Monat | +8.49% | +6.07% | +12.97% | +12.97% | +16.20% |
| Schlechtester Monat | -5.32% | -2.50% | -5.32% | -13.70% | -13.70% |
| Maximaler Verlust | -10.91% | -10.91% | -10.91% | -43.94% | -43.94% |
| Outperformance | +28.62% | - | +30.86% | +42.33% | +44.20% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| F.U.S.Op.Fd.I PLN H1 | thesaurierend | 12.8200 | +37.70% | - | |
| Franklin Templeton Investment Fu... | ausschüttend | 28.4600 | +35.14% | +11.26% | |
| Franklin Templeton Investment Fu... | thesaurierend | 55.7400 | +36.02% | +3.22% | |
| Franklin Templeton Investment Fu... | thesaurierend | 50.7000 | +34.27% | -0.69% | |
| F.U.S.Op.Fd.N-H1 PLN H | thesaurierend | 58.5800 | +35.88% | +1.86% | |
| F.U.S.Op.Fd.A-H1 SEK H | thesaurierend | 39.8000 | +34.05% | -6.88% | |
| F.U.S.Op.Fd.F USD | thesaurierend | 25.4700 | +35.48% | - | |
| F.U.S.Op.Fd.W SGD | thesaurierend | 11.4800 | +37.98% | +7.29% | |
| Franklin Templeton Investment Fu... | thesaurierend | 43.1900 | +36.63% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 48.8100 | +36.38% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 29.0200 | +36.76% | - | |
| Franklin Templeton Investment Fu... | ausschüttend | 56.1500 | +38.96% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 98.4600 | +38.11% | +8.10% | |
| Franklin Templeton Investment Fu... | thesaurierend | 93.5600 | +42.86% | +16.69% | |
| Franklin Templeton Investment Fu... | thesaurierend | 55.2500 | +35.82% | -1.74% | |
| F.U.S.Op.Fd.Y USD | ausschüttend | 32.1700 | +39.24% | +10.75% | |
| F.U.S.Op.Fd.S USD | thesaurierend | 26.0700 | +38.30% | - | |
| F.U.S.Op.Fd.S EUR H1 | thesaurierend | 18.4700 | +35.91% | -0.27% | |
| F.U.S.Op.Fd.S EUR | thesaurierend | 21.9900 | +42.98% | +17.03% | |
| Franklin Templeton Investment Fu... | thesaurierend | 65.1900 | +40.44% | +10.89% | |
| Franklin Templeton Investment Fu... | thesaurierend | 51.7000 | +42.82% | +16.49% | |
| F.U.S.Op.Fd.W USD | thesaurierend | 53.6400 | +38.03% | +7.95% | |
| F.U.S.Op.Fd.Z USD | thesaurierend | 64.9600 | +37.63% | +6.98% | |
| F.U.S.Op.Fd.W-H1 EUR H | thesaurierend | 24.1200 | +35.73% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 68.6900 | +35.78% | +2.71% | |
| Franklin Templeton Investment Fu... | thesaurierend | 20.4800 | +34.47% | -4.52% | |
| Franklin Templeton Investment Fu... | thesaurierend | 40.9000 | +31.51% | -8.30% | |
| Franklin Templeton Investment Fu... | thesaurierend | 34.8800 | +33.54% | -6.79% | |
| F.U.S.Op.Fd.A-H1 NOK H | thesaurierend | 31.3000 | +34.97% | -4.54% | |
| F.U.S.Op.Fd.A-H1 CNH | thesaurierend | 341.5100 | +33.15% | -1.64% | |
| Franklin Templeton Investment Fu... | thesaurierend | 34.3200 | +41.53% | +13.42% | |
| Franklin Templeton Investment Fu... | ausschüttend | 34.9400 | +41.51% | +13.40% | |
| Franklin Templeton Investment Fu... | thesaurierend | 36.0700 | +36.84% | +5.04% |
Performance
| lfd. Jahr | +27.09% | ||
|---|---|---|---|
| 6 Monate | +13.52% | ||
| 1 Jahr | +36.02% | ||
| 3 Jahre | +3.22% | ||
| 5 Jahre | +87.99% | ||
| 10 Jahre | +194.61% | ||
| seit Beginn | +457.40% | ||
| Jahr | |||
| 2023 | +37.41% | ||
| 2022 | -37.50% | ||
| 2021 | +15.86% | ||
| 2020 | +41.83% | ||
| 2019 | +31.31% | ||
| 2018 | -2.39% | ||
| 2017 | +26.17% | ||
| 2016 | -2.93% | ||
| 2015 | +4.21% | ||
