Franklin Biotechnology Discovery Fund Ten Year Return
FBTDX Fund | USD 129.77 0.35 0.27% |
Franklin Biotechnology Discovery fundamentals help investors to digest information that contributes to Franklin Biotechnology's financial success or failures. It also enables traders to predict the movement of Franklin Mutual Fund. The fundamental analysis module provides a way to measure Franklin Biotechnology's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Franklin Biotechnology mutual fund.
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Franklin Ten Year Return Analysis
Franklin Biotechnology's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Franklin Biotechnology Ten Year Return | 16.24 % |
Most of Franklin Biotechnology's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Franklin Biotechnology Discovery is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Franklin Biotechnology Ten Year Return Component Assessment
Based on the latest financial disclosure, Franklin Biotechnology Discovery has a Ten Year Return of 16.24%. This is 209.33% higher than that of the Category family and significantly higher than that of the Health category. The ten year return for all United States funds is notably lower than that of the firm.
Franklin Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Franklin Biotechnology's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Franklin Biotechnology could also be used in its relative valuation, which is a method of valuing Franklin Biotechnology by comparing valuation metrics of similar companies.Franklin Biotechnology is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Franklin Biotechnology
The fund consists of 98.75% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Franklin Biotechnology's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Franklin Fundamentals
Price To Earning | 19.51 X | |||
Price To Book | 4.46 X | |||
Price To Sales | 6.21 X | |||
Total Asset | 27.56 M | |||
Year To Date Return | 10.85 % | |||
One Year Return | 35.22 % | |||
Three Year Return | (2.75) % | |||
Five Year Return | 6.59 % | |||
Ten Year Return | 16.24 % | |||
Net Asset | 804.12 M | |||
Cash Position Weight | 1.04 % | |||
Equity Positions Weight | 98.75 % |
About Franklin Biotechnology Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Franklin Biotechnology Discovery's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Biotechnology using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Biotechnology Discovery based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal market conditions, the fund invests at least 80 percent of its net assets in securities of biotechnology companies and discovery research firms. Fss Fr is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Franklin Biotechnology in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Franklin Biotechnology's short interest history, or implied volatility extrapolated from Franklin Biotechnology options trading.
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Try AI Portfolio ArchitectCheck out Franklin Biotechnology Piotroski F Score and Franklin Biotechnology Altman Z Score analysis. Note that the Franklin Biotechnology information on this page should be used as a complementary analysis to other Franklin Biotechnology'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 Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Complementary Tools for Franklin Mutual Fund analysis
When running Franklin Biotechnology's price analysis, check to measure Franklin Biotechnology's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Franklin Biotechnology is operating at the current time. Most of Franklin Biotechnology's value examination focuses on studying past and present price action to predict the probability of Franklin Biotechnology's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Franklin Biotechnology's price. Additionally, you may evaluate how the addition of Franklin Biotechnology to your portfolios can decrease your overall portfolio volatility.
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