Franklin Core Dividend Etf Performance
| UDIV Etf | USD 44.25 0.05 0.11% |
The etf shows a Beta (market volatility) of -0.1, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Franklin Core are expected to decrease at a much lower rate. During the bear market, Franklin Core is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Franklin Core Dividend has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly stable forward indicators, Franklin Core is not utilizing all of its potentials. The latest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
| In Threey Sharp Ratio | 0.53 |
Franklin |
Franklin Core Relative Risk vs. Return Landscape
If you would invest 4,639 in Franklin Core Dividend on December 25, 2024 and sell it today you would lose (214.00) from holding Franklin Core Dividend or give up 4.61% of portfolio value over 90 days. Franklin Core Dividend is currently does not generate positive expected returns and assumes 0.9579% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% 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 |
| Risk |
Franklin Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Core's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Franklin Core Dividend, and traders can use it to determine the average amount a Franklin Core'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 = -0.0788
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UDIV |
Estimated Market Risk
| 0.96 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.08 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 Core 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 Core by adding Franklin Core to a well-diversified portfolio.
Franklin Core Fundamentals Growth
Franklin Etf prices reflect investors' perceptions of the future prospects and financial health of Franklin Core, and Franklin Core 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 | 41.32 M | |||
About Franklin Core Performance
Evaluating Franklin Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Core has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Franklin Core has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund invests at least 80 percent of its assets in the component securities of the index. Franklin is traded on NYSEARCA Exchange in the United States.| Franklin Core generated a negative expected return over the last 90 days | |
| The fund keeps 99.86% of its net assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Franklin Core Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
The market value of Franklin Core Dividend 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 Core's value that differs from its market value or its book value, called intrinsic value, which is Franklin Core'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 Core's market value can be influenced by many factors that don't directly affect Franklin Core'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 Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Core'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.