Franklin Templeton Investment Funds Franklin Global Real Estate Fund Klasse A (Qdis) USD/ LU0229948244 /

NAV23.01.2025	Diff.+0.0700	Ertragstyp	Ausrichtung	Fondsgesellschaft
8.5400USD	+0.83%	ausschüttend	Immobilien weltweit	Franklin Templeton ▶

Monatliche Performance

	Jan	Feb	Mär	Apr	Mai	Jun	Jul	Aug	Sep	Okt	Nov	Dez	Gesamt
2006	3.20	2.91	4.05	-2.15	-4.64	0.68	1.33	3.17	1.96	4.60	3.32	3.64	+23.95%
2007	5.11	0.31	-0.16	0.33	2.42	-7.31	-7.11	2.49	2.69	-0.10	-7.80	-3.31	-12.70%
2008	-5.95	-2.85	1.99	3.41	-2.30	-10.21	0.22	1.71	-3.25	-24.56	-14.06	3.96	-43.81%
2009	-13.14	-15.46	1.66	18.02	1.40	-0.79	7.64	10.41	5.39	-3.88	3.01	5.51	+15.96%
2010	-4.76	2.79	6.61	3.79	-5.71	-2.58	9.73	-0.85	5.74	3.83	-3.53	5.97	+21.49%
2011	1.16	2.41	-1.36	5.30	0.48	-2.26	0.66	-6.55	-12.97	12.56	-4.38	-0.14	-7.01%
2012	7.23	2.72	1.26	2.49	-6.22	5.85	3.55	0.36	0.83	0.72	1.17	4.05	+26.07%
2013	2.23	0.44	2.17	6.72	-8.06	-2.38	0.70	-4.55	5.34	2.45	-3.36	0.45	+1.18%
2014	-1.10	3.85	0.33	2.88	3.19	1.24	0.20	1.33	-5.97	7.18	0.20	0.10	+13.67%
2015	5.03	-0.77	-0.10	-1.83	-1.49	-4.04	3.35	-5.53	1.41	5.42	-2.35	1.15	-0.37%
2016	-4.77	-0.11	8.96	-0.95	0.10	3.36	4.53	-2.85	-1.56	-6.00	-3.08	2.52	-0.81%
2017	0.60	3.10	-1.97	1.07	1.26	0.52	1.82	0.31	-1.02	-0.18	2.49	1.01	+9.29%
2018	0.31	-6.75	2.48	1.74	0.94	1.03	0.74	0.82	-2.13	-4.48	3.61	-5.59	-7.61%
2019	11.02	0.10	3.44	-1.33	-0.30	1.40	-0.35	1.70	2.06	2.70	-0.28	-0.28	+21.13%
2020	1.28	-7.89	-20.71	6.54	1.46	2.64	3.90	2.26	-3.32	-3.12	9.87	3.14	-7.46%
2021	-1.90	2.80	3.66	6.59	1.91	1.31	4.87	1.51	-6.02	5.76	-2.29	6.05	+26.11%
2022	-5.59	-2.99	4.49	-5.00	-5.49	-9.02	8.38	-7.27	-12.60	2.74	7.58	-3.58	-26.83%
2023	9.76	-4.73	-2.54	2.17	-4.55	2.32	3.39	-3.15	-5.90	-4.79	10.69	8.92	+10.00%
2024	-4.16	0.12	2.94	-6.71	4.32	-0.47	5.46	6.02	2.57	-5.24	2.22	-7.38	-
2025	0.85	-	-	-	-	-	-	-	-	-	-	-	-

Einzelne Monate: Ausschüttungen nicht berücksichtigt

Kennzahlen und Performance in:

	lfd. Jahr	6 Monate	1 Jahr	3 Jahre	5 Jahre
Volatilität	16.17%	13.62%	13.49%	17.52%	21.21%
Sharpe Ratio	0.73	-0.41	0.04	-0.44	-0.21
Bester Monat	+0.85%	+6.02%	+6.02%	+10.69%	+10.69%
Schlechtester Monat	-7.38%	-7.38%	-7.38%	-12.60%	-20.71%
Maximaler Verlust	-4.08%	-14.26%	-14.26%	-32.97%	-41.93%
Outperformance	+6.47%	-	+6.17%	+13.98%	+8.01%

Alle Kurse in USD

Titel	Ertragstyp	Rückn. Preis	1 Jahr	3 Jahre
Franklin Templeton Investment Fu...	ausschüttend	7.9700	+2.58%	-15.86%
Franklin Templeton Investment Fu...	thesaurierend	15.3900	+4.06%	-12.11%
Franklin Templeton Investment Fu...	thesaurierend	11.2700	+2.36%	-16.27%
Franklin Templeton Investment Fu...	thesaurierend	12.4900	+0.40%	-23.70%
F.Gl.Real Estate Fd.W USD	ausschüttend	9.9400	+4.09%	-12.29%
F.Gl.Real Estate Fd.Z USD	thesaurierend	12.1100	+3.77%	-12.94%
F.Gl.Real Estate Fd.W USD	thesaurierend	11.4500	+4.09%	-12.19%
Franklin Templeton Investment Fu...	ausschüttend	8.5400	+3.22%	-14.35%
Franklin Templeton Investment Fu...	thesaurierend	13.0100	+3.25%	-14.35%
Franklin Templeton Investment Fu...	thesaurierend	13.9800	+1.16%	-21.81%
Franklin Templeton Investment Fu...	ausschüttend	10.0300	+1.17%	-21.85%