Franklin Gold Precious Fund Manager Performance Evaluation
| FRGOX Fund | USD 18.44 0.47 2.49% |
The fund shows a Beta (market volatility) of 0.44, which means possible diversification benefits within a given portfolio. As returns on the market increase, Franklin Gold's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Gold is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Franklin Gold Precious has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Franklin Gold is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Franklin Gold And Precious Metals Fund Q3 2024 Commentary - Seeking Alpha | 11/21/2024 |
| Expense Ratio Date | 1st of December 2022 | |
| Expense Ratio | 1.6700 |
Franklin |
Franklin Gold Relative Risk vs. Return Landscape
If you would invest 1,837 in Franklin Gold Precious on August 28, 2024 and sell it today you would earn a total of 7.00 from holding Franklin Gold Precious or generate 0.38% return on investment over 90 days. Franklin Gold Precious is currently producing 0.0231% returns and takes up 1.8615% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Franklin, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Franklin Gold Current Valuation
Fairly Valued
Today
Please note that Franklin Gold's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Franklin Gold Precious shows a prevailing Real Value of $18.67 per share. The current price of the fund is $18.44. We determine the value of Franklin Gold Precious from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Franklin Gold is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Gold's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 18.44 | Real 18.67 | Hype 18.45 |
The intrinsic value of Franklin Gold's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Franklin Gold's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Franklin Gold Precious helps investors to forecast how Franklin mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Franklin Gold more accurately as focusing exclusively on Franklin Gold's fundamentals will not take into account other important factors: Franklin Gold Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Gold's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Franklin Gold Precious, and traders can use it to determine the average amount a Franklin Gold'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 = 0.0124
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FRGOX |
Estimated Market Risk
| 1.86 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Franklin Gold 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 Gold by adding Franklin Gold to a well-diversified portfolio.
Franklin Gold Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Gold, and Franklin Gold 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 Mutual Fund performance.
| Price To Earning | 18.89 X | ||||
| Price To Book | 1.28 X | ||||
| Price To Sales | 1.20 X | ||||
| Total Asset | 51.33 M | ||||
About Franklin Gold Performance
Evaluating Franklin Gold's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Gold 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 Gold 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.
The fund normally invests at least 80 percent of its net assets in securities of gold and precious metals operation companies. It may buy securities of gold and precious metals operation companies located anywhere in the world and in general invests predominantly in non-U.S. companies. The fund may invest in companies without regard to market capitalization, and may heavily invest in small- and mid-capitalization companies. The fund is non-diversified.Things to note about Franklin Gold Precious performance evaluation
Checking the ongoing alerts about Franklin Gold for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Gold Precious help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Franklin Gold And Precious Metals Fund Q3 2024 Commentary - Seeking Alpha | |
| Franklin Gold Precious generated-4.0 ten year return of -4.0% | |
| This fund retains 99.41% of its assets under management (AUM) in equities |
- Analyzing Franklin Gold's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Franklin Gold's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Gold's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Franklin Gold's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Gold's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Gold's mutual fund. These opinions can provide insight into Franklin Gold's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Gold 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 Gold security.
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