NAV12/11/2024 Chg.+0.7900 Type de rendement Focus sur l'investissement Société de fonds
408.2900USD +0.19% reinvestment Equity Mixed Sectors Franklin Templeton 
 

Performance mensuelle

  janv. févr. mars avr. mai juin juil. août sept. oct. nov. déc. Total
2016 - - - - - - - - 0.77 -1.64 2.07 0.65 -
2017 3.41 2.43 0.39 2.63 0.92 0.85 2.07 1.36 1.73 1.91 3.53 1.31 +24.94%
2018 7.31 -3.51 -1.94 2.61 2.54 0.06 4.12 3.82 -0.39 -7.73 2.48 -8.52 -0.44%
2019 9.37 3.60 2.37 5.96 -7.15 6.94 1.68 -2.53 0.23 1.95 4.17 2.39 +31.81%
2020 0.76 -6.44 -9.47 13.64 7.19 3.32 7.14 9.61 -3.95 -3.78 10.33 2.61 +31.96%
2021 -2.34 -0.38 3.01 6.76 -0.25 4.07 1.83 3.86 -4.87 7.40 0.06 1.57 +21.96%
2022 -8.78 -5.91 3.02 -13.24 -3.98 -7.88 11.57 -4.60 -10.44 6.26 4.72 -5.84 -32.22%
2023 9.52 -1.21 6.93 1.17 4.23 7.67 2.54 -1.47 -5.86 -0.59 11.45 3.98 +43.92%
2024 3.98 7.22 1.07 -5.73 5.06 5.16 -0.54 3.24 1.87 -0.62 6.51 - -

Valeurs calculées

  CAD 6 Mois 1 An 3 Ans 5 Ans
Volatilité 15.35% 15.37% 14.77% 22.07% 23.34%
Ratio de Sharpe 2.11 2.21 2.62 0.21 0.57
Le meilleur mois +7.22% +6.51% +11.45% +11.57% +13.64%
Le plus défavorable mois -5.73% -0.62% -5.73% -13.24% -13.24%
Perte maximale -9.46% -9.46% -9.46% -37.82% -37.82%
Surperformance -3.75% - -7.44% +33.50% +65.14%
 
Toutes les cotations dans USD

Tranches

Nom   Type de rendement Prix de rachat 1 An 3 Ans
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 408.2900 +41.56% +25.15%
FTGF ClearBr.US Large Cap Gr.Fd.... paying dividend 342.0400 +41.03% +23.75%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 413.1900 +36.35% +31.80%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 342.7700 +41.03% +23.76%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 310.9400 +39.18% +16.27%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 362.0800 +42.56% +34.80%
Franklin Templeton Global Funds ... reinvestment 302.8500 +42.69% +35.26%
Franklin Templeton Global Funds ... reinvestment 261.5000 +41.70% +25.53%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 311.9000 +46.57% +46.33%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 383.8700 +42.44% +27.52%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 109.5600 - -
FTGF ClearBr.US Large Cap Gr.Fd.... paying dividend 192.6700 +41.57% +25.16%
FTGF ClearBr.US Large Cap Gr.Fd.... paying dividend 196.1800 +42.72% +35.03%
Franklin Templeton Global Funds ... reinvestment 620.3800 +40.19% +21.55%
Franklin Templeton Global Funds ... reinvestment 927.3200 +41.45% +31.69%
Franklin Templeton Global Funds ... reinvestment 772.1000 +40.44% +22.21%
Franklin Templeton Global Funds ... reinvestment 559.9700 +39.53% +19.77%
Franklin Templeton Global Funds ... reinvestment 560.0200 +39.49% +19.74%
Franklin Templeton Global Funds ... paying dividend 568.4900 +39.49% +19.75%
Franklin Templeton Global Funds ... paying dividend 568.3800 +39.49% +19.74%
Franklin Templeton Global Funds ... reinvestment 654.4500 +40.68% +22.83%
Franklin Templeton Global Funds ... reinvestment 599.4500 +39.98% +21.01%
FTGF ClearBr.US Large Cap Gr.Fd.... paying dividend 139.5100 +39.37% -
Franklin Templeton Global Funds ... reinvestment 276.9500 +38.78% +15.06%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 383.9800 +41.09% +23.87%
FTGF ClearBr.US Large Cap Gr.Fd.... paying dividend 320.2100 +39.15% +18.86%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 404.3100 +35.85% +30.38%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 282.6800 +42.13% +33.38%
FTGF ClearBr.US Large Cap Gr.Fd.... reinvestment 330.1600 +39.14% +18.85%
Franklin Templeton Global Funds ... paying dividend 620.6700 +40.19% +21.55%
Franklin Templeton Global Funds ... reinvestment 938.2100 +41.19% +30.95%
Franklin Templeton Global Funds ... reinvestment 301.7000 +37.74% +12.92%

Performance

CAD  
+29.94%
6 Mois  
+17.08%
1 An  
+41.56%
3 Ans  
+25.15%
5 Ans  
+114.13%
10 ans     -
Depuis le début  
+240.58%
Année
2023  
+43.92%
2022
  -32.22%
2021  
+21.96%
2020  
+31.96%
2019  
+31.81%
2018
  -0.44%
2017  
+24.94%