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Franklin Templeton Investment Funds Franklin U.S. Opportunities Fund Klasse W (acc) EUR/  LU0976564442  /

Fonds
NAV01.08.2024 Diff.-0,5800 Ertragstyp Ausrichtung Fondsgesellschaft
44,8600EUR -1,28% thesaurierend Aktien Branchenmix Franklin Templeton ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - - - - - - - 3,20 2,16 -
2014 0,92 3,01 -4,60 -3,43 5,00 3,39 -0,44 7,64 1,40 3,58 3,30 1,14 +22,26%
2015 7,00 8,09 4,03 -4,57 4,72 -2,38 5,51 -8,69 -4,13 8,61 4,92 -4,81 +17,61%
2016 -8,51 -3,08 1,23 -0,86 5,54 -2,45 4,82 0,40 0,66 0,00 3,49 1,21 +1,66%
2017 2,71 6,19 0,29 0,00 -0,12 -2,53 0,18 0,89 0,47 5,47 -0,55 -1,11 +12,15%
2018 4,49 0,70 -2,24 2,67 8,34 0,64 1,02 6,13 -0,32 -7,80 1,24 -9,77 +3,65%
2019 10,45 5,39 4,42 4,54 -4,73 4,79 3,97 -0,49 -1,94 -0,21 6,49 -0,44 +36,17%
2020 5,37 -5,02 -11,24 17,10 7,42 3,56 2,71 5,25 -0,92 -2,34 7,52 1,62 +32,25%
2021 -1,35 1,52 1,65 5,02 -3,52 12,53 1,97 4,42 -3,58 7,01 0,61 -1,62 +26,25%
2022 -10,93 -4,33 4,36 -9,40 -6,50 -5,06 15,32 -3,26 -8,18 2,73 -1,36 -9,21 -32,60%
2023 5,87 0,60 3,12 -0,29 7,74 4,25 2,61 0,62 -3,56 -2,80 9,94 3,32 +35,23%
2024 5,17 8,62 1,74 -4,18 2,58 7,57 -3,38 -1,28 - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 16,18% 16,51% 15,44% 21,95% 24,28%
Sharpe Ratio 1,72 1,08 1,43 0,04 0,39
Bester Monat +8,62% +8,62% +9,94% +15,32% +17,10%
Schlechtester Monat -4,18% -4,18% -4,18% -10,93% -11,24%
Maximaler Verlust -6,53% -6,53% -9,61% -38,08% -38,08%
Outperformance -4,11% - -4,00% +53,49% +95,81%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Franklin Templeton Investment Fu... ausschüttend 25,2200 +22,67% +9,94%
Franklin Templeton Investment Fu... thesaurierend 49,8100 +21,67% -0,86%
Franklin Templeton Investment Fu... thesaurierend 45,4900 +20,09% -4,19%
F.U.S.Op.Fd.N-H1 PLN H thesaurierend 52,3300 +21,61% -2,33%
F.U.S.Op.Fd.A-H1 SEK H thesaurierend 35,7500 +19,73% -10,18%
F.U.S.Op.Fd.F USD thesaurierend 22,7900 +21,16% -
F.U.S.Op.Fd.W SGD thesaurierend 10,1500 +23,78% +2,32%
F.U.S.Op.Fd.I PLN H1 thesaurierend 11,4000 +23,24% -
Franklin Templeton Investment Fu... thesaurierend 38,2500 +22,44% -
Franklin Templeton Investment Fu... thesaurierend 43,7300 +22,70% -
Franklin Templeton Investment Fu... thesaurierend 25,7000 +22,61% -
Franklin Templeton Investment Fu... ausschüttend 49,8700 +24,31% -
Franklin Templeton Investment Fu... thesaurierend 87,6000 +23,55% +3,83%
Franklin Templeton Investment Fu... thesaurierend 81,1700 +25,77% +14,20%
Franklin Templeton Investment Fu... thesaurierend 49,3800 +21,33% -5,42%
F.U.S.Op.Fd.Y USD ausschüttend 28,6200 +24,57% +6,39%
F.U.S.Op.Fd.S USD thesaurierend 23,1900 +23,68% -
F.U.S.Op.Fd.S EUR H1 thesaurierend 16,5000 +21,32% -4,01%
F.U.S.Op.Fd.S EUR thesaurierend 19,0700 +25,87% +14,53%
Franklin Templeton Investment Fu... thesaurierend 56,8400 +23,65% +8,54%
Franklin Templeton Investment Fu... thesaurierend 44,8600 +25,69% +14,00%
F.U.S.Op.Fd.W USD thesaurierend 47,7300 +23,49% +3,67%
F.U.S.Op.Fd.Z USD thesaurierend 57,8600 +23,13% +2,75%
F.U.S.Op.Fd.W-H1 EUR H thesaurierend 21,5600 +21,26% -
Franklin Templeton Investment Fu... thesaurierend 61,4100 +21,46% -1,37%
Franklin Templeton Investment Fu... thesaurierend 18,3500 +20,01% -8,16%
Franklin Templeton Investment Fu... thesaurierend 36,8900 +17,37% -11,34%
Franklin Templeton Investment Fu... thesaurierend 31,3200 +19,18% -10,31%
F.U.S.Op.Fd.A-H1 NOK H thesaurierend 28,0400 +20,65% -8,10%
F.U.S.Op.Fd.A-H1 CNH thesaurierend 307,7100 +19,54% -3,91%
Franklin Templeton Investment Fu... thesaurierend 29,8600 +24,57% +11,00%
Franklin Templeton Investment Fu... ausschüttend 30,4000 +24,59% +10,99%
Franklin Templeton Investment Fu... thesaurierend 32,1800 +22,40% +0,88%

Performance

lfd. Jahr  
+17,22%
6 Monate  
+10,17%
1 Jahr  
+25,69%
3 Jahre  
+14,00%
5 Jahre  
+85,83%
10 Jahre  
+300,54%
seit Beginn  
+348,60%
Jahr
2023  
+35,23%
2022
  -32,60%
2021  
+26,25%
2020  
+32,25%
2019  
+36,17%
2018  
+3,65%
2017  
+12,15%
2016  
+1,66%
2015  
+17,61%