Franklin Liberty Investment Etf Performance
| FLCO Etf | USD 21.31 0.05 0.23% |
The etf shows a Beta (market volatility) of 0.0639, which means not very significant fluctuations relative to the market. 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
Modest
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Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Liberty Investment are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy fundamental indicators, Franklin Liberty is not utilizing all of its potentials. The latest stock price disarray, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | -0.43 |
Franklin |
Franklin Liberty Relative Risk vs. Return Landscape
If you would invest 2,096 in Franklin Liberty Investment on December 26, 2024 and sell it today you would earn a total of 34.50 from holding Franklin Liberty Investment or generate 1.65% return on investment over 90 days. Franklin Liberty Investment is currently generating 0.0273% in daily expected returns and assumes 0.3338% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% 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 = 0.0818
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| Negative Returns | FLCO |
Estimated Market Risk
| 0.33 actual daily | 2 98% 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 | 6 94% of assets perform better |
Based on monthly moving average Franklin Liberty is performing at about 6% of its full potential. 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 it 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
By examining Franklin Liberty's fundamental ratios, stakeholders can obtain critical insights into Franklin Liberty's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Franklin Liberty is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
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.| The fund 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 closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
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.