FTGF ClearBr.US Eq.Sus.Lead.Fd.Pr.USD/ IE00BDB7J701 /
| NAV08/07/2024 | Diferencia+0.6000 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 163.8700USD | +0.37% | reinvestment | Equity Mixed Sectors | Franklin Templeton ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | 6.35 | 6.08 | -1.17 | 0.31 | 10.84 | 4.95 | - |
| 2021 | -0.99 | 1.14 | 4.34 | 3.44 | 0.52 | 1.91 | 1.98 | 3.44 | -4.96 | 7.75 | -0.50 | 4.14 | +23.94% |
| 2022 | -7.91 | -2.90 | 1.42 | -9.41 | -0.77 | -7.46 | 10.79 | -3.04 | -9.30 | 6.71 | 6.43 | -6.14 | -21.63% |
| 2023 | 7.42 | -2.71 | 0.52 | -0.32 | -0.41 | 4.95 | 2.84 | -2.88 | -5.60 | -2.97 | 10.13 | 5.45 | +16.26% |
| 2024 | 0.50 | 4.97 | 3.25 | -5.01 | 3.21 | 1.48 | 1.59 | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 10.55% | 10.55% | 11.22% | 17.87% | -% |
| Índice de Sharpe | 1.59 | 1.85 | 1.30 | 0.01 | - |
| El mes mejor | +5.45% | +4.97% | +10.13% | +10.79% | +10.84% |
| El mes peor | -5.01% | -5.01% | -5.60% | -9.41% | -9.41% |
| Pérdida máxima | -6.28% | -6.28% | -13.48% | -27.82% | - |
| Rendimiento superior | +1.85% | - | +7.43% | - | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Franklin Templeton Global Funds ... | paying dividend | 275.8900 | +17.13% | +9.06% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | paying dividend | 290.5400 | +17.83% | +11.05% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | paying dividend | 292.9900 | +18.24% | +12.21% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | reinvestment | 352.6000 | +18.61% | +20.53% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | reinvestment | 324.0500 | +18.25% | +19.27% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | reinvestment | 166.8200 | +15.29% | +34.78% | |
| Franklin Templeton Global Funds ... | reinvestment | 167.3000 | +20.38% | +23.49% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | reinvestment | 113.7100 | +18.99% | - | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | reinvestment | 121.1300 | +20.25% | - | |
| Franklin Templeton Global Funds ... | reinvestment | 172.7500 | +18.92% | +21.36% | |
| Franklin Templeton Global Funds ... | paying dividend | 168.5600 | +18.95% | +21.50% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | reinvestment | 131.4800 | +19.68% | +21.57% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.L... | reinvestment | 132.6500 | +20.84% | +24.89% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.F... | reinvestment | 180.4400 | +17.83% | +11.05% | |
| Franklin Templeton Global Funds ... | reinvestment | 152.4800 | +17.24% | +7.26% | |
| Franklin Templeton Global Funds ... | reinvestment | 160.6600 | +17.79% | +8.96% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | reinvestment | 249.7000 | +16.00% | +4.70% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.P... | reinvestment | 163.8700 | +18.24% | +12.22% | |
| Franklin Templeton Global Funds ... | reinvestment | 211.5400 | +18.48% | +12.89% | |
| Franklin Templeton Global Funds ... | reinvestment | 147.8500 | +16.26% | +5.37% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | reinvestment | 241.9800 | +15.62% | +3.60% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.X... | reinvestment | 150.9300 | +17.83% | +11.05% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | reinvestment | 175.9800 | +17.13% | +9.07% | |
| FTGF ClearBr.US Eq.Sus.Lead.Fd.A... | reinvestment | 229.2300 | +14.89% | +1.56% |
Performance
| Año hasta la fecha | +10.09% | ||
|---|---|---|---|
| 6 Meses | +10.99% | ||
| Promedio móvil | +18.24% | ||
| 3 Años | +12.22% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +63.87% | ||
| Año | |||
| 2023 | +16.26% | ||
| 2022 | -21.63% | ||
| 2021 | +23.94% | ||
