Franklin Liberty Investment Etf Year To Date Return

FLCO Etf  USD 21.34  0.03  0.14%   
Franklin Liberty Investment fundamentals help investors to digest information that contributes to Franklin Liberty's financial success or failures. It also enables traders to predict the movement of Franklin Etf. The fundamental analysis module provides a way to measure Franklin Liberty'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 Liberty etf.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Franklin Liberty Investment ETF Year To Date Return Analysis

Franklin Liberty's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

According to the company's disclosures, Franklin Liberty Investment has a Year To Date Return of 0.0%. This indicator is about the same for the Franklin Templeton Investments average (which is currently at 0.0) family and about the same as Corporate Bond (which currently averages 0.0) category. This indicator is about the same for all United States etfs average (which is currently at 0.0).

Franklin Year To Date Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Franklin Liberty's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Franklin Liberty could also be used in its relative valuation, which is a method of valuing Franklin Liberty by comparing valuation metrics of similar companies.
Franklin Liberty is currently under evaluation in year to date return as compared to similar ETFs.

Fund Asset Allocation for Franklin Liberty

The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds.
Asset allocation divides Franklin Liberty'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

About Franklin Liberty Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Franklin Liberty Investment's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Liberty using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Liberty Investment based on its fundamental data. In general, a quantitative approach, as applied to this etf, 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.

Pair Trading with Franklin Liberty

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Franklin Liberty position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Franklin Liberty will appreciate offsetting losses from the drop in the long position's value.

Moving together with Franklin Etf

  1.0LQD iShares iBoxx InvestmentPairCorr
  0.99IGIB iShares 5 10PairCorr
  1.0USIG iShares Broad USDPairCorr
  0.98SPIB SPDR Barclays IntermPairCorr
  1.0SUSC iShares ESG USDPairCorr

Moving against Franklin Etf

  0.83NVDL GraniteShares 15x LongPairCorr
  0.83NVDX T Rex 2XPairCorr
  0.83NVDU Direxion Daily NVDAPairCorr
  0.73USD ProShares Ultra Semi Buyout TrendPairCorr
  0.44FNGU MicroSectors FANG IndexPairCorr
The ability to find closely correlated positions to Franklin Liberty could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Franklin Liberty when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Franklin Liberty - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Franklin Liberty Investment to buy it.
The correlation of Franklin Liberty is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Franklin Liberty moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Franklin Liberty Inv moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Franklin Liberty can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Franklin Liberty Inv offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Franklin Liberty's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Franklin Liberty Investment Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Franklin Liberty Investment Etf:
Check out Franklin Liberty Piotroski F Score and Franklin Liberty Altman Z Score analysis.
You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
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.