Franklin Templeton Investment Funds Templeton Global Balanced Fund Klasse N (acc) EUR-H1/ LU0316492932 /
| NAV23.01.2025 | Diff.+0,0500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 10,5200EUR | +0,48% | thesaurierend | Mischfonds weltweit | Franklin Templeton ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | - | - | - | 2,12 | -2,91 | -0,64 | - |
| 2008 | -4,52 | 0,00 | 0,00 | 2,14 | -0,44 | -6,98 | -0,24 | -1,79 | -7,18 | -14,68 | -4,92 | 5,49 | -29,71% |
| 2009 | -9,49 | -10,15 | 6,59 | 8,66 | 6,83 | -0,30 | 7,94 | 2,55 | 4,28 | -1,98 | 2,70 | 1,31 | +18,07% |
| 2010 | -3,37 | 0,13 | 5,23 | -0,38 | -9,72 | -1,98 | 7,37 | -3,36 | 8,08 | 2,45 | -5,41 | 6,78 | +4,15% |
| 2011 | 2,74 | 2,30 | -0,12 | 4,51 | -1,70 | -1,15 | -1,40 | -5,92 | -9,82 | 10,06 | -3,55 | -1,32 | -6,60% |
| 2012 | 5,47 | 3,67 | 0,00 | -1,95 | -9,83 | 6,62 | 1,68 | 2,93 | 2,72 | 0,36 | 1,44 | 2,84 | +16,00% |
| 2013 | 3,79 | -1,66 | 1,35 | 3,33 | 0,65 | -3,21 | 4,64 | -1,05 | 3,84 | 2,98 | 0,80 | 0,59 | +16,90% |
| 2014 | -2,85 | 4,15 | 0,39 | 0,68 | 1,15 | 0,48 | -1,89 | 1,16 | -3,24 | -1,18 | 0,40 | -2,09 | -3,05% |
| 2015 | -1,72 | 4,33 | -1,09 | 3,00 | -1,26 | -2,26 | 0,20 | -5,62 | -4,26 | 5,67 | -0,95 | -2,87 | -7,20% |
| 2016 | -5,79 | -1,04 | 6,10 | 1,77 | -1,85 | -2,32 | 2,94 | 1,32 | 0,22 | -0,43 | -0,22 | 2,07 | +2,30% |
| 2017 | 2,24 | 1,15 | 1,76 | 0,91 | 0,50 | 0,90 | 2,38 | -0,78 | 1,56 | 0,00 | 0,29 | 0,58 | +12,07% |
| 2018 | 3,91 | -3,67 | -1,52 | 0,58 | -2,60 | -0,99 | 2,89 | -2,33 | 0,20 | -6,04 | 0,84 | -5,43 | -13,73% |
| 2019 | 5,86 | 1,46 | -1,13 | 1,87 | -6,23 | 4,79 | -1,87 | -3,92 | 3,09 | 2,03 | 1,78 | 2,37 | +9,83% |
| 2020 | -3,32 | -5,83 | -12,49 | 6,44 | 2,85 | 1,38 | 2,73 | 2,33 | -1,41 | -1,98 | 10,64 | 5,06 | +4,43% |
| 2021 | -0,29 | 4,15 | 1,02 | 1,65 | 1,54 | -1,78 | -0,54 | 0,55 | -2,72 | 1,58 | -3,30 | 2,46 | +4,14% |
| 2022 | -0,28 | -0,09 | -0,09 | -5,95 | 2,77 | -9,04 | 1,59 | -4,16 | -10,53 | 3,16 | 9,41 | -1,94 | -15,63% |
| 2023 | 8,66 | -3,73 | 1,15 | 1,14 | -3,89 | 4,05 | 3,89 | -4,34 | -4,02 | -3,54 | 7,91 | 5,06 | +11,62% |
| 2024 | -3,34 | 1,22 | 3,01 | -1,66 | 3,17 | -1,06 | 3,30 | 1,13 | 0,19 | -2,50 | 0,67 | -3,59 | - |
| 2025 | 3,14 | - | - | - | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8,61% | 9,50% | 8,93% | 12,96% | 14,37% |
| Sharpe Ratio | 7,04 | -0,30 | 0,46 | -0,23 | -0,10 |
| Bester Monat | +3,14% | +3,30% | +3,30% | +9,41% | +10,64% |
| Schlechtester Monat | -3,59% | -3,59% | -3,59% | -10,53% | -12,49% |
| Maximaler Verlust | -1,36% | -6,28% | -6,28% | -25,65% | -27,23% |
| Outperformance | +0,82% | - | +1,10% | -8,14% | -10,92% |
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 | +3,14% | ||
|---|---|---|---|
| 6 Monate | -0,10% | ||
| 1 Jahr | +6,80% | ||
| 3 Jahre | -1,03% | ||
| 5 Jahre | +6,48% | ||
| seit Beginn | +14,97% | ||
| Jahr | |||
| 2023 | +11,62% | ||
| 2022 | -15,63% | ||
| 2021 | +4,14% | ||
| 2020 | +4,43% | ||
| 2019 | +9,83% | ||
| 2018 | -13,73% | ||
| 2017 | +12,07% | ||
| 2016 | +2,30% | ||