UK Markets closed

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

LSE - LSE Delayed price. Currency in GBp
Add to watchlist
752.48+35.24 (+4.91%)
At close: 8:00PM GMT

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

Return0P0000J2BA.LCategory
YTD-4.79%5.45%
1-month-0.98%-0.11%
3-month-4.79%5.45%
1-year38.12%15.72%
3-year19.81%5.70%
5-year19.35%9.68%
10-year15.48%5.28%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000J2BA.LCategory
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
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)

YTD100
1-month95
3-month100
1-year71
3-year17
5-year12

Load adjusted returns

1-year38.12%
3-year19.81%
5-year19.35%
10-year15.48%