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Franklin US Opportunities Fund Z(acc) (0P0000J2BA.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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848.78-1.57 (-0.18%)
At close: 09:00PM BST

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up10
Number of years down1
Best 1-yr total return (Invalid Date)37.54%
Worst 1-yr total return (Invalid Date)-1.65%
Best 3-yr total return37.54%
Worst 3-yr total return8.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000J2BA.LCategory
YTD14.88%5.45%
1-month2.72%-0.11%
3-month13.51%5.45%
1-year23.26%15.72%
3-year19.80%5.70%
5-year20.03%9.68%
10-year19.02%5.28%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000J2BA.LCategory
2021
N/AN/A
2020
37.21%N/A
2019
29.55%N/A
2018
0.54%N/A
2017
15.93%N/A
2016
18.80%N/A
2015
11.89%-4.07%
2014
15.37%6.89%
2013
37.54%34.15%
2012
4.86%12.24%
2011
-1.65%-6.08%
2010
24.54%18.14%
2009
N/A35.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2021-4.79%14.02%N/AN/A
2020-5.42%27.37%8.85%4.64%
201916.06%9.38%0.15%1.89%
2018-1.06%14.98%6.08%-16.69%
20178.39%0.14%1.02%5.73%
2016-3.22%5.37%10.97%4.98%
201513.46%-6.68%-5.53%11.86%
2014-1.80%2.89%6.50%7.22%
201319.60%2.03%6.25%6.08%
201211.52%-7.19%3.87%-2.47%
20111.77%-0.74%-10.93%9.29%
201010.39%-10.09%10.06%14.00%
20092.38%19.46%8.25%N/A

Rank in category (by total return)

YTD99
1-month99
3-month84
1-year80
3-year20
5-year12

Load adjusted returns

1-year17.34%
3-year16.27%
5-year19.98%
10-year16.17%