Franklin World Perspectives Fund A EUR/  LU0390134954  /

Fonds
NAV2/19/2019 Chg.-0.0500 Type of yield Investment Focus Investment company
26.9900EUR -0.18% reinvestment Equity Worldwide Franklin Templeton 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2008 - - - - - - - - - - -6.52 -5.87 -
2009 3.06 -6.05 1.70 12.90 1.90 1.25 6.67 0.67 4.49 -1.74 2.05 8.30 +39.76%
2010 -0.76 2.80 6.44 2.17 -0.46 -2.06 1.79 -0.76 2.23 0.75 6.06 3.03 +22.98%
2011 -2.60 1.48 -1.80 -0.28 1.20 -2.52 -0.65 -6.57 -3.32 7.11 0.15 1.71 -6.50%
2012 4.98 3.84 0.94 0.33 -2.65 0.95 3.85 -0.65 0.33 -1.56 0.99 0.79 +12.52%
2013 0.72 4.46 3.90 -0.48 1.61 -2.59 3.38 -0.82 3.71 3.07 1.32 0.54 +20.23%
2014 -1.19 2.85 -0.80 -1.66 4.42 1.83 -0.15 4.11 0.25 1.43 2.28 1.95 +16.18%
2015 5.26 7.12 3.18 -2.32 3.52 -2.38 2.68 -8.65 -3.76 7.73 4.42 -4.27 +11.64%
2016 -7.80 -3.08 2.57 0.68 3.89 -3.05 4.49 1.12 0.64 0.04 4.35 1.98 +5.21%
2017 0.48 3.75 0.53 -0.34 -2.43 -0.89 -0.39 -1.30 2.44 2.81 -0.11 1.14 +5.63%
2018 1.95 -1.88 -2.44 1.65 3.22 -0.44 1.33 1.24 -0.22 -6.83 1.58 -8.25 -9.38%
2019 8.41 3.13 - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.88% 15.89% 13.37% 11.89% 14.07%
Sharpe ratio 9.09 -0.28 0.19 0.80 0.57
Best month +8.41% +8.41% +8.41% +8.41% +8.41%
Worst month -8.25% -8.25% -8.25% -8.25% -8.65%
Maximum loss -2.39% -16.92% -17.87% -17.87% -25.53%
Outperformance +1.01% - +0.73% +1.61% +2.91%
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Franklin World Perspectives Fund... reinvestment 24.5700 -5.65% +36.42%
Franklin World Perspectives Fund... reinvestment 29.5600 +3.18% +33.94%
Franklin World Perspectives Fund... reinvestment 20.7600 -7.20% +29.83%
Franklin World Perspectives Fund... reinvestment 26.9900 +2.27% +30.32%
Franklin World Perspectives Fund... reinvestment 22.4300 -6.54% +32.72%
Franklin World Perspectives Fund... reinvestment 9.9900 +1.52% -

Performance

YTD  
+11.81%
6 Months
  -2.39%
1 Year  
+2.27%
3 Years  
+30.32%
5 Years  
+45.19%
Since start  
+169.90%
Year
2018
  -9.38%
2017  
+5.63%
2016  
+5.21%
2015  
+11.64%
2014  
+16.18%
2013  
+20.23%
2012  
+12.52%
2011
  -6.50%
2010  
+22.98%