Franklin Liberty Investment Etf Performance
| FLCO Etf | USD 20.71 0.04 0.19% |
The etf shows a Beta (market volatility) of 0.33, which means possible diversification benefits within a given portfolio. As returns on the market increase, Franklin Liberty's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Liberty is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Franklin Liberty Investment has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy fundamental indicators, Franklin Liberty is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
1 | Investment Analysis and Advice - Stock Traders Daily | 01/29/2024 |
2 | Franklin Investment Grade Corporate ETF Trading Up 0.1 percent - Defense World | 03/21/2024 |
3 | FLCO Makes Notable Cross Below Critical Moving Average - Nasdaq | 04/10/2024 |
| In Threey Sharp Ratio | -0.54 |
Franklin |
Franklin Liberty Relative Risk vs. Return Landscape
If you would invest 2,112 in Franklin Liberty Investment on January 19, 2024 and sell it today you would lose (42.64) from holding Franklin Liberty Investment or give up 2.02% of portfolio value over 90 days. Franklin Liberty Investment is currently does not generate positive expected returns and assumes 0.41% risk (volatility on return distribution) over the 90 days horizon. In different words, 3% of etfs are less volatile than Franklin, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Franklin Liberty Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Liberty's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Franklin Liberty Investment, and traders can use it to determine the average amount a Franklin Liberty's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0769
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FLCO |
Estimated Market Risk
| 0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Franklin Liberty is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Franklin Liberty by adding Franklin Liberty to a well-diversified portfolio.
Franklin Liberty Fundamentals Growth
Franklin Etf prices reflect investors' perceptions of the future prospects and financial health of Franklin Liberty, and Franklin Liberty fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Franklin Etf performance.
| Total Asset | 578.61 M | |||
About Franklin Liberty Performance
To evaluate Franklin Liberty Inv Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Franklin Liberty generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Franklin Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Franklin Liberty Inv market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Franklin's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Under normal market conditions, the fund invests at least 80 percent of its net assets in investment grade corporate debt securities and investments. Liberty Investment is traded on NYSEARCA Exchange in the United States.| Franklin Liberty Inv generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: FLCO Makes Notable Cross Below Critical Moving Average - Nasdaq | |
| The fund created three year return of -3.0% | |
| Franklin Liberty Inv retains about 20.46% of its assets under management (AUM) in fixed income securities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Franklin Liberty Investment. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Franklin Liberty Inv information on this page should be used as a complementary analysis to other Franklin Liberty's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
The market value of Franklin Liberty Inv is measured differently than its book value, which is the value of Franklin that is recorded on the company's balance sheet. Investors also form their own opinion of Franklin Liberty's value that differs from its market value or its book value, called intrinsic value, which is Franklin Liberty's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Franklin Liberty's market value can be influenced by many factors that don't directly affect Franklin Liberty's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Franklin Liberty's value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Liberty is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Liberty's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.