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| Templeton BRIC Fund - A EUR ACC | ISIN: LU0229946628 | 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: | 2,71% | 5,34% | 7,77% | 4,74% | 9,29% | -6,83% | -0,50% | 5,10% | 101,20% / 3,85% |
| Volatilität: | 12,01% | 12,97% | 12,90% | 13,87% | 14,16% | 18,60% | 21,48% | 19,66% | 22,67% |
| Sharpe Ratio: | 0,20 | 0,34 | 0,44 | 0,25 | 0,38 | - | - | 3,17 | 4,29 |
| pos. Monate (%): | - | 100,00% | 83,33% | 100,00% | 75,00% | 47,22% | 55,00% | 55,83% | 56,00% |
| Max. Verlust: | -3,85% | -3,85% | -6,87% | -4,69% | -9,80% | -33,64% | -35,67% | -39,53% | -66,21% |
| Beta: | 0,85 | 0,92 | 1,01 | 1,04 | 1,11 | 1,15 | 1,21 | 1,24 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -2,65% | 8,15% | 3,73% | 6,73% | -3,54% | 10,49% | 6,62% | 3,32% | -8,51% | 7,03% | -5,07% |
| Feb | 2,89% | -5,43% | -12,76% | -2,38% | -3,45% | 2,05% | -0,64% | 4,21% | -1,38% | 3,56% | 1,29% |
| Mär | 2,32% | -1,60% | -3,27% | -0,59% | -18,84% | 2,98% | -3,64% | 1,45% | 4,58% | 0,26% | -1,36% |
| Apr | 2,25% | -4,31% | -6,11% | -2,87% | 11,58% | 0,54% | -1,81% | 0,84% | 2,03% | 7,26% | -3,29% |
| Mai | - | -1,01% | 0,46% | 2,63% | 2,99% | -7,28% | 0,32% | -2,42% | 1,52% | -3,08% | 5,56% |
| Jun | - | 2,06% | 1,48% | 2,27% | 5,02% | 4,48% | -4,23% | -1,27% | 4,35% | -4,91% | 4,95% |
| Jul | - | 5,18% | -0,65% | -7,59% | 5,33% | 0,25% | 1,51% | 4,83% | 3,85% | -9,31% | 4,55% |
| Aug | - | -3,78% | 3,89% | 1,54% | -1,42% | -2,27% | -2,60% | 3,53% | 4,41% | -11,76% | 7,34% |
| Sep | - | -2,23% | -8,72% | -3,24% | -2,44% | 3,30% | 0,65% | -0,50% | 2,15% | -0,25% | -5,70% |
| Okt | - | -3,01% | -6,12% | 3,02% | 1,49% | 2,72% | -5,63% | 5,79% | 4,21% | 8,68% | 2,38% |
| Nov | - | 1,28% | 11,37% | -5,63% | 6,15% | 2,12% | 3,38% | -1,46% | -0,72% | 1,98% | 0,21% |
| Dez | - | 0,42% | -2,89% | -0,13% | 0,48% | 6,31% | -5,84% | 2,55% | 1,69% | -4,83% | -1,44% |
| Berechnungsbasis: 26.04.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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