Franklin Templeton Investment Funds Templeton Global Balanced Fund Klasse C (Qdis) USD/ LU0229943104 /

NAV08.01.2025	Diff.-0.0300	Ertragstyp	Ausrichtung	Fondsgesellschaft
12.9800USD	-0.23%	ausschüttend	Mischfonds weltweit	Franklin Templeton ▶

Monatliche Performance

	Jan	Feb	Mär	Apr	Mai	Jun	Jul	Aug	Sep	Okt	Nov	Dez	Gesamt
2005	-	-	-	-	-	-	-	-	-	-	1.10	2.77	-
2006	4.26	-0.28	1.02	3.92	-2.03	-0.27	0.57	2.08	1.68	2.96	1.69	1.75	+18.61%
2007	0.57	-0.98	0.99	4.20	1.17	-0.62	-1.94	-0.64	3.77	2.42	-3.03	-0.62	+5.15%
2008	-4.20	0.08	-0.16	1.99	-0.57	-7.06	-0.35	-2.21	-8.04	-14.27	-4.25	6.12	-29.57%
2009	-9.76	-9.54	7.07	9.11	7.36	-0.33	8.02	2.69	4.63	-2.07	2.85	1.05	+20.55%
2010	-3.24	0.10	4.79	-0.38	-9.19	-2.07	7.91	-3.44	8.45	2.68	-5.31	6.58	+5.29%
2011	2.82	2.30	0.00	4.82	-1.81	-1.26	-1.40	-6.08	-9.81	10.29	-3.63	-1.25	-6.31%
2012	5.61	3.71	0.00	-1.90	-9.76	6.67	1.64	3.00	3.10	0.47	1.50	3.04	+17.30%
2013	3.99	-1.78	1.24	3.46	0.55	-3.13	4.66	-1.09	3.92	3.10	0.81	0.65	+17.26%
2014	-2.96	4.24	0.29	0.78	1.06	0.49	-1.96	1.14	-3.30	-1.09	0.37	-2.20	-3.35%
2015	-1.65	4.19	-1.02	3.25	-1.22	-2.17	0.16	-5.62	-4.23	5.67	-0.85	-2.74	-6.65%
2016	-5.72	-1.20	6.25	1.88	-1.85	-2.05	2.97	1.48	0.32	-0.37	-0.25	2.13	+3.15%
2017	2.50	1.18	1.95	1.08	0.84	1.06	2.78	-0.66	1.77	0.03	0.51	0.94	+14.84%
2018	4.36	-3.61	-1.30	0.77	-2.41	-0.82	3.15	-2.07	0.38	-5.59	0.96	-5.09	-11.17%
2019	6.08	1.67	-0.78	2.14	-5.99	5.05	-1.54	-3.65	3.20	2.34	1.93	2.76	+13.28%
2020	-3.15	-5.67	-12.52	6.47	2.84	1.60	2.78	2.49	-1.34	-1.84	10.70	5.26	+5.69%
2021	-0.15	4.13	1.08	1.71	1.62	-1.73	-0.46	0.64	-2.62	1.59	-3.17	2.60	+5.09%
2022	-0.18	-0.07	0.29	-5.81	3.19	-8.96	2.02	-3.68	-9.86	3.45	10.03	-1.59	-12.16%
2023	8.92	-3.54	1.47	1.32	-3.75	4.31	4.12	-4.15	-3.93	-3.43	8.09	5.23	+14.23%
2024	-3.16	1.35	3.14	-1.57	3.43	-0.91	3.48	1.19	0.44	-2.42	0.83	-3.44	-
2025	0.62	-	-	-	-	-	-	-	-	-	-	-	-

Einzelne Monate: Ausschüttungen nicht berücksichtigt

Kennzahlen und Performance in:

	lfd. Jahr	6 Monate	1 Jahr	3 Jahre	5 Jahre
Volatilität	5.76%	9.38%	8.95%	12.82%	14.30%
Sharpe Ratio	5.17	-0.53	0.06	-0.17	0.00
Bester Monat	+0.62%	+3.48%	+3.48%	+10.03%	+10.70%
Schlechtester Monat	-3.44%	-3.44%	-3.44%	-9.86%	-12.52%
Maximaler Verlust	-0.31%	-5.85%	-5.85%	-23.46%	-26.85%
Outperformance	-8.68%	-	-12.19%	-5.25%	-26.17%

Alle Kurse in USD

Titel	Ertragstyp	Rückn. Preis	1 Jahr	3 Jahre
Franklin Templeton Investment Fu...	ausschüttend	12.9800	+3.30%	+2.00%
Temp.Gl.Balanced Fd.W-H1 GBP H	thesaurierend	12.1800	+4.19%	-
Temp.Gl.Balanced Fd.F USD	ausschüttend	10.6400	+2.80%	+0.75%
Franklin Templeton Investment Fu...	thesaurierend	14.5100	+7.01%	-
Franklin Templeton Investment Fu...	thesaurierend	13.8500	+7.12%	-
Franklin Templeton Investment Fu...	ausschüttend	13.8900	+4.80%	+6.46%
Franklin Templeton Investment Fu...	thesaurierend	24.3800	+9.77%	+12.30%
Franklin Templeton Investment Fu...	thesaurierend	10.2600	+1.48%	-5.96%
Temp.Gl.Balanced Fd.Z USD	thesaurierend	13.4300	+4.43%	+5.50%
Temp.Gl.Balanced Fd.W EUR	thesaurierend	14.3300	+11.17%	-
Franklin Templeton Investment Fu...	thesaurierend	14.6600	+4.71%	+6.31%
Franklin Templeton Investment Fu...	thesaurierend	36.1800	+10.34%	+14.02%
Franklin Templeton Investment Fu...	thesaurierend	20.6200	+1.98%	-4.49%
Franklin Templeton Investment Fu...	thesaurierend	37.3000	+3.90%	+3.84%
Franklin Templeton Investment Fu...	ausschüttend	23.3500	+3.91%	+3.83%