Franklin Templeton Investment Funds Templeton Global Balanced Fund Klasse A (acc) EUR/ LU0195953822 /
| NAV23.01.2025 | Diff.+0,1500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 36,7700EUR | +0,41% | thesaurierend | Mischfonds weltweit | Franklin Templeton ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | 1,61 | 1,66 | 0,07 | -1,13 | 4,44 | 2,40 | 1,61 | -0,92 | 2,99 | -2,26 | 2,84 | 2,44 | +16,69% |
| 2006 | 1,57 | 1,73 | -0,55 | -0,18 | -3,49 | -0,06 | 0,82 | 1,82 | 2,78 | 2,28 | -1,88 | 2,10 | +6,96% |
| 2007 | 1,94 | -2,42 | 0,12 | 2,00 | 2,66 | -1,12 | -2,96 | -0,18 | -0,76 | 0,89 | -3,99 | -0,31 | -4,28% |
| 2008 | -5,94 | -1,89 | -3,92 | 3,11 | -0,13 | -8,12 | 0,58 | 4,07 | -4,05 | -5,38 | -3,84 | -3,60 | -26,10% |
| 2009 | -1,24 | -8,65 | 2,30 | 9,52 | 0,49 | 0,49 | 6,34 | 2,14 | 2,54 | -2,48 | 0,82 | 6,01 | +18,49% |
| 2010 | -0,07 | 1,96 | 5,70 | 1,10 | -1,67 | -1,50 | 1,39 | -0,72 | 0,92 | 0,65 | 1,56 | 3,45 | +13,30% |
| 2011 | 0,56 | 1,54 | -2,54 | 0,25 | 1,11 | -1,96 | -0,44 | -6,02 | -3,27 | 6,83 | -0,71 | 2,67 | -2,53% |
| 2012 | 4,44 | 1,94 | -0,12 | -1,07 | -3,31 | 4,24 | 4,66 | 0,74 | 0,96 | -0,39 | 1,24 | 1,67 | +15,72% |
| 2013 | 1,04 | 2,22 | 3,13 | 0,77 | 1,99 | -3,30 | 2,53 | -0,45 | 1,57 | 2,79 | 0,83 | -0,58 | +13,09% |
| 2014 | -1,02 | 1,96 | 0,53 | 0,10 | 2,91 | 0,09 | 0,32 | 3,09 | 0,63 | -0,27 | 1,16 | 0,66 | +10,56% |
| 2015 | 5,34 | 5,24 | 3,04 | -1,00 | 0,97 | -3,45 | 1,63 | -7,55 | -3,81 | 7,52 | 3,15 | -5,35 | +4,60% |
| 2016 | -5,44 | -1,51 | 1,62 | 1,28 | 1,05 | -1,77 | 2,33 | 1,72 | -0,38 | 2,08 | 3,41 | 2,90 | +7,16% |
| 2017 | -0,04 | 3,24 | 1,21 | -0,97 | -2,23 | -0,50 | -0,78 | -1,21 | 2,58 | 1,51 | -1,56 | 0,23 | +1,33% |
| 2018 | 0,85 | -1,87 | -2,03 | 2,63 | 0,93 | -0,69 | 3,05 | -1,24 | 0,42 | -3,22 | 1,09 | -6,19 | -6,44% |
| 2019 | 6,18 | 2,45 | 0,57 | 2,22 | -5,53 | 3,28 | 1,17 | -2,95 | 4,16 | 0,04 | 3,21 | 1,00 | +16,36% |
| 2020 | -2,02 | -5,06 | -12,49 | 7,18 | 1,62 | 0,40 | -1,95 | 1,26 | 0,44 | -1,08 | 8,11 | 2,80 | -2,41% |
| 2021 | 0,58 | 4,76 | 4,06 | -0,73 | -0,03 | 1,37 | -0,43 | 1,12 | -0,62 | 1,81 | -1,23 | 2,32 | +13,58% |
| 2022 | 1,09 | 0,19 | 1,70 | -1,18 | 1,41 | -6,66 | 4,71 | -2,00 | -7,56 | 2,69 | 4,46 | -4,24 | -6,10% |
| 2023 | 7,32 | -0,79 | -0,99 | -0,29 | -0,68 | 2,18 | 3,35 | -2,75 | -1,40 | -3,41 | 5,07 | 3,84 | +11,40% |
| 2024 | -1,01 | 1,36 | 3,38 | -0,44 | 1,78 | 0,41 | 2,49 | -0,85 | -0,26 | -0,06 | 3,69 | -1,35 | - |
| 2025 | 2,74 | - | - | - | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 6,17% | 9,22% | 7,83% | 10,25% | 13,17% |
| Sharpe Ratio | 8,24 | 0,89 | 1,44 | 0,32 | 0,19 |
| Bester Monat | +2,74% | +3,69% | +3,69% | +7,32% | +8,11% |
| Schlechtester Monat | -1,35% | -1,35% | -1,35% | -7,56% | -12,49% |
| Maximaler Verlust | -0,39% | -5,62% | -5,62% | -12,38% | -25,98% |
| Outperformance | -2,73% | - | -3,60% | -0,44% | -7,16% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Franklin Templeton Investment Fu... | ausschüttend | 13,2100 | +8,86% | +7,52% | |
| Temp.Gl.Balanced Fd.W-H1 GBP H | thesaurierend | 12,5100 | +9,74% | - | |
| Temp.Gl.Balanced Fd.F USD | ausschüttend | 10,8200 | +8,27% | +6,03% | |
| Franklin Templeton Investment Fu... | thesaurierend | 14,7500 | +10,57% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 14,0800 | +10,69% | - | |
| Franklin Templeton Investment Fu... | ausschüttend | 14,2600 | +10,32% | +12,04% | |
| Franklin Templeton Investment Fu... | thesaurierend | 24,7800 | +13,41% | +17,05% | |
| Franklin Templeton Investment Fu... | thesaurierend | 10,5200 | +6,80% | -1,03% | |
| Temp.Gl.Balanced Fd.Z USD | thesaurierend | 13,7800 | +9,98% | +11,04% | |
| Temp.Gl.Balanced Fd.W EUR | thesaurierend | 14,5700 | +14,91% | - | |
| Franklin Templeton Investment Fu... | thesaurierend | 15,0500 | +10,34% | +11,98% | |
| Franklin Templeton Investment Fu... | thesaurierend | 36,7700 | +13,94% | +18,84% | |
| Franklin Templeton Investment Fu... | thesaurierend | 21,1400 | +7,36% | +0,48% | |
| Franklin Templeton Investment Fu... | thesaurierend | 38,2900 | +9,43% | +9,37% | |
| Franklin Templeton Investment Fu... | ausschüttend | 23,7600 | +9,43% | +9,35% |
Performance
| lfd. Jahr | +2,74% | ||
|---|---|---|---|
| 6 Monate | +5,36% | ||
| 1 Jahr | +13,94% | ||
| 3 Jahre | +18,84% | ||
| 5 Jahre | +29,02% | ||
| seit Beginn | +170,57% | ||
| Jahr | |||
| 2023 | +11,40% | ||
| 2022 | -6,10% | ||
| 2021 | +13,58% | ||
| 2020 | -2,41% | ||
| 2019 | +16,36% | ||
| 2018 | -6,44% | ||
| 2017 | +1,33% | ||
| 2016 | +7,16% | ||