FTGF ClearBr.US Eq.Sus.Lead.Fd.Pr.GBP/ IE00BZ1G7556 /
| NAV14/11/2024 | Diferencia-0.4600 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 375.3200GBP | -0.12% | reinvestment | Equity Mixed Sectors | Franklin Templeton ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | 4.40 | 2.83 | 0.34 | 2.90 | 2.01 | 3.54 | - |
| 2017 | -0.10 | 4.97 | -1.11 | -1.82 | 1.14 | 0.09 | 0.75 | 1.86 | -2.00 | 4.74 | 1.01 | 0.55 | +10.27% |
| 2018 | -0.52 | -1.14 | -2.83 | 1.96 | 6.14 | 1.27 | 4.81 | 4.89 | -0.42 | -6.18 | 3.92 | -8.22 | +2.58% |
| 2019 | 5.59 | 3.10 | 2.17 | 5.38 | -2.34 | 6.78 | 6.71 | -0.35 | 0.82 | -3.41 | 4.70 | -0.27 | +32.16% |
| 2020 | 1.67 | -3.61 | -7.62 | 8.83 | 8.29 | 1.26 | 0.66 | 3.88 | 2.35 | -0.09 | 7.70 | 2.32 | +27.29% |
| 2021 | -1.18 | -0.53 | 5.63 | 3.26 | -2.17 | 4.51 | 1.49 | 4.55 | -3.06 | 6.09 | 2.41 | 2.33 | +25.35% |
| 2022 | -7.31 | -2.66 | 3.58 | -5.42 | -0.98 | -4.19 | 10.72 | 1.64 | -5.63 | 3.89 | 1.28 | -6.42 | -12.32% |
| 2023 | 5.33 | -0.28 | -1.98 | -2.16 | 0.62 | 2.82 | 1.78 | -1.62 | -1.99 | -2.60 | 5.94 | 4.44 | +10.21% |
| 2024 | 1.09 | 5.38 | 3.26 | -4.07 | 1.21 | 2.30 | 0.14 | -0.92 | -0.21 | 1.50 | 6.18 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 11.88% | 12.62% | 11.54% | 16.31% | 19.56% |
| Índice de Sharpe | 1.37 | 0.87 | 1.84 | 0.07 | 0.50 |
| El mes mejor | +6.18% | +6.18% | +6.18% | +10.72% | +10.72% |
| El mes peor | -4.07% | -0.92% | -4.07% | -7.31% | -7.62% |
| Pérdida máxima | -6.93% | -6.93% | -6.93% | -21.02% | -23.22% |
| Rendimiento superior | +2.94% | - | +8.76% | +41.09% | +75.99% |
Todas las cotizaciones en GBP
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | paying dividend | 308.3400 | +25.91% | +7.08% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | reinvestment | 375.3200 | +24.27% | +13.21% | |
| Franklin Templeton Global Funds ... | reinvestment | 181.2600 | +30.50% | +16.25% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | reinvestment | 131.2200 | +30.42% | - | |
| Franklin Templeton Global Funds ... | reinvestment | 184.0700 | +24.56% | +14.01% | |
| Franklin Templeton Global Funds ... | paying dividend | 179.4400 | +24.60% | +14.13% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.L... | reinvestment | 143.9200 | +30.99% | +17.60% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.F... | reinvestment | 189.6600 | +25.49% | +5.97% | |
| Franklin Templeton Global Funds ... | reinvestment | 168.7900 | +25.43% | +3.88% | |
| Franklin Templeton Global Funds ... | paying dividend | 289.3800 | +24.73% | +4.07% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | paying dividend | 305.4700 | +25.52% | +5.99% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | reinvestment | 344.5800 | +23.83% | +12.02% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | reinvestment | 182.2000 | +29.88% | +30.67% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | reinvestment | 122.7000 | +29.00% | - | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | reinvestment | 142.2200 | +29.79% | +14.44% | |
| Franklin Templeton Global Funds ... | reinvestment | 159.8500 | +24.76% | +2.25% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | reinvestment | 261.2600 | +23.80% | -0.37% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | reinvestment | 172.4600 | +25.92% | +7.08% | |
| Franklin Templeton Global Funds ... | reinvestment | 222.7700 | +26.17% | +7.72% | |
| Franklin Templeton Global Funds ... | reinvestment | 154.9000 | +24.18% | +0.34% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | reinvestment | 252.9200 | +23.39% | -1.38% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | reinvestment | 158.6900 | +25.52% | +6.00% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | reinvestment | 239.0400 | +22.59% | -3.35% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | reinvestment | 184.5800 | +24.73% | +4.08% |
Performance
| Año hasta la fecha | +16.58% | ||
|---|---|---|---|
| 6 Meses | +6.86% | ||
| Promedio móvil | +24.27% | ||
| 3 Años | +13.21% | ||
| 5 Años | +81.89% | ||
| 10 Años | - | ||
| Desde el principio | +243.54% | ||
| Año | |||
| 2023 | +10.21% | ||
| 2022 | -12.32% | ||
| 2021 | +25.35% | ||
| 2020 | +27.29% | ||
| 2019 | +32.16% | ||
| 2018 | +2.58% | ||
| 2017 | +10.27% | ||
