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

Fonds
NAV08.07.2024 Diff.-0,1100 Ertragstyp Ausrichtung Fondsgesellschaft
47,3400EUR -0,23% 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 0,66 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 15,21% 15,26% 14,61% 21,81% 24,17%
Sharpe Ratio 3,12 3,34 2,40 0,13 0,44
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 -6,39% -6,39% -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 26,5700 +35,70% +15,82%
Franklin Templeton Investment Fu... thesaurierend 52,7900 +34,43% +5,86%
Franklin Templeton Investment Fu... thesaurierend 48,2600 +32,69% +2,46%
F.U.S.Op.Fd.N-H1 PLN H thesaurierend 55,4800 +34,43% +4,31%
F.U.S.Op.Fd.A-H1 SEK H thesaurierend 37,9400 +32,20% -3,93%
F.U.S.Op.Fd.F USD thesaurierend 24,1600 +33,85% -
F.U.S.Op.Fd.W SGD thesaurierend 10,8500 +37,17% +8,50%
F.U.S.Op.Fd.I PLN H1 thesaurierend 12,0700 +36,23% -
Franklin Templeton Investment Fu... thesaurierend 40,9200 +35,68% -
Franklin Templeton Investment Fu... thesaurierend 46,2900 +34,84% -
Franklin Templeton Investment Fu... thesaurierend 27,4800 +35,77% -
Franklin Templeton Investment Fu... ausschüttend 52,7800 +37,31% -
Franklin Templeton Investment Fu... thesaurierend 92,7400 +36,48% +10,85%
Franklin Templeton Investment Fu... thesaurierend 85,6600 +38,68% +21,30%
Franklin Templeton Investment Fu... thesaurierend 52,3600 +34,02% +1,10%
F.U.S.Op.Fd.Y USD ausschüttend 30,2800 +37,59% +13,56%
F.U.S.Op.Fd.S USD thesaurierend 24,5500 +36,62% -
F.U.S.Op.Fd.S EUR H1 thesaurierend 17,4900 +33,92% +2,58%
F.U.S.Op.Fd.S EUR thesaurierend 20,1200 +38,76% +21,64%
Franklin Templeton Investment Fu... thesaurierend 60,0400 +36,33% +15,26%
Franklin Templeton Investment Fu... thesaurierend 47,3400 +38,58% +21,07%
F.U.S.Op.Fd.W USD thesaurierend 50,5400 +36,41% +10,69%
F.U.S.Op.Fd.Z USD thesaurierend 61,2700 +36,00% +9,70%
F.U.S.Op.Fd.W-H1 EUR H thesaurierend 22,8600 +33,92% -
Franklin Templeton Investment Fu... thesaurierend 65,0900 +34,18% +5,31%
Franklin Templeton Investment Fu... thesaurierend 39,1800 +29,61% -5,13%
Franklin Templeton Investment Fu... thesaurierend 33,2500 +31,63% -4,12%
F.U.S.Op.Fd.A-H1 NOK H thesaurierend 29,7300 +33,20% -1,82%
F.U.S.Op.Fd.A-H1 CNH thesaurierend 326,4500 +32,02% +2,94%
Franklin Templeton Investment Fu... thesaurierend 19,4700 +32,54% -1,82%
Franklin Templeton Investment Fu... thesaurierend 31,5300 +37,39% +17,87%
Franklin Templeton Investment Fu... ausschüttend 32,1000 +37,36% +17,88%
Franklin Templeton Investment Fu... thesaurierend 34,0900 +35,22% +7,71%

Performance

lfd. Jahr  
+23,70%
6 Monate  
+24,32%
1 Jahr  
+38,58%
3 Jahre  
+21,07%
5 Jahre  
+96,27%
10 Jahre  
+322,30%
seit Beginn  
+373,40%
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%