Franklin Income Financial Statements From 2010 to 2024
FKIQX Fund | USD 2.43 0.01 0.41% |
Check Franklin Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Franklin Income's main balance sheet or income statement drivers, such as , as well as many indicators such as . Franklin financial statements analysis is a perfect complement when working with Franklin Income Valuation or Volatility modules.
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Franklin Income Mutual Fund Year To Date Return Analysis
Franklin Income'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.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Franklin Income Year To Date Return | 9.73 % |
Most of Franklin Income's fundamental indicators, such as Year To Date 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 Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
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According to the company's disclosures, Franklin Income has a Year To Date Return of 9.7261%. This is much higher than that of the Franklin Templeton Investments family and significantly higher than that of the Allocation--50% to 70% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Franklin Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Income's current stock value. Our valuation model uses many indicators to compare Franklin Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin Income competition to find correlations between indicators driving Franklin Income's intrinsic value. More Info.Franklin Income is one of the top funds in price to earning among similar funds. It also is one of the top funds in annual yield among similar funds fabricating about 0.02 of Annual Yield per Price To Earning. The ratio of Price To Earning to Annual Yield for Franklin Income is roughly 66.17 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Franklin Income's earnings, one of the primary drivers of an investment's value.About Franklin Income Financial Statements
Franklin Income investors use historical fundamental indicators, such as Franklin Income's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Franklin Income. Please read more on our technical analysis and fundamental analysis pages.
The fund invests in a diversified portfolio of debt and equity securities. Franklin Income is traded on NASDAQ Exchange in the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Franklin Mutual Fund
Franklin Income financial ratios help investors to determine whether Franklin Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Franklin with respect to the benefits of owning Franklin Income security.
Fundamental Analysis View fundamental data based on most recent published financial statements | |
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