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| Franklin Global Fundamental Strategies Fund - A EUR ACC | ISIN: LU0316494805 | KAG: Franklin Templeton International Services SARL | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 0,62% | 2,11% | -3,06% | -2,74% | 1,25% | 7,35% | 5,44% | 1,88% | 107,86% / 4,22% |
| Volatilität: | 8,37% | 23,21% | 18,90% | 19,05% | 15,56% | 12,22% | 12,04% | 13,13% | 12,54% |
| Sharpe Ratio: | 0,05 | 0,07 | - | - | - | 1,69 | 2,65 | 0,92 | 0,17 |
| pos. Monate (%): | - | 66,67% | 50,00% | 40,00% | 66,67% | 63,89% | 58,33% | 55,00% | 56,74% |
| Max. Verlust: | -1,92% | -11,30% | -18,92% | -18,92% | -18,92% | -18,92% | -19,80% | -24,12% | -24,59% |
| Beta: | 0,42 | 0,84 | 0,90 | 0,90 | 0,95 | 0,87 | 0,79 | 0,84 | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 2,47% | 2,14% | 5,42% | -4,77% | -0,68% | -1,62% | 5,79% | -0,08% | -1,20% | -4,85% | 5,27% |
| Feb | -0,91% | 2,91% | -0,34% | -1,64% | 2,10% | -5,16% | 2,24% | -1,33% | 3,05% | -1,77% | 4,92% |
| Mär | -7,70% | 1,66% | 2,46% | 2,55% | 3,57% | -11,95% | -0,32% | -1,11% | -0,61% | -0,28% | 2,93% |
| Apr | -3,40% | -3,11% | -1,74% | -4,32% | -0,70% | 7,01% | 1,20% | 3,81% | -1,47% | 1,60% | -1,54% |
| Mai | 4,65% | 2,05% | 3,28% | -1,77% | -2,05% | 2,16% | -4,83% | 0,42% | -2,35% | 2,03% | 1,48% |
| Jun | 0,97% | 2,80% | 1,30% | -4,75% | 4,74% | -0,79% | 2,58% | -1,47% | -1,44% | -0,55% | -3,96% |
| Jul | 1,39% | -0,14% | 2,00% | 7,76% | 0,31% | -3,11% | 1,36% | 3,24% | -2,11% | 1,56% | 0,67% |
| Aug | - | 0,64% | -0,63% | -2,62% | 2,21% | 1,65% | -2,94% | -1,29% | -2,47% | 1,81% | -7,60% |
| Sep | - | 0,56% | -2,85% | -5,62% | -1,49% | -0,36% | 3,77% | 0,90% | 2,10% | -0,18% | -1,29% |
| Okt | - | -0,56% | -2,93% | 2,07% | 1,96% | -1,00% | 0,08% | -2,01% | 0,82% | 3,21% | 7,53% |
| Nov | - | 5,24% | 4,65% | 0,59% | -0,96% | 6,88% | 1,98% | 0,49% | -2,11% | 6,13% | 3,98% |
| Dez | - | -0,66% | 2,75% | -5,22% | 1,13% | 1,46% | 0,85% | -6,87% | -0,25% | 4,16% | -5,57% |
| Berechnungsbasis: 09.07.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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