Franklin Dividend Growth Etf Performance

FRIZ Etf   25.88  0.13  0.50%   
The etf shows a Beta (market volatility) of 0.75, which means possible diversification benefits within a given portfolio. As returns on the market increase, Franklin Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Dividend is expected to be smaller as well.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Dividend Growth are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong forward indicators, Franklin Dividend is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
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Beyond yield Franklins Matt Quinlan on the case for dividend growth - InvestmentNews
10/30/2025

Franklin Dividend Relative Risk vs. Return Landscape

If you would invest  2,510  in Franklin Dividend Growth on September 27, 2025 and sell it today you would earn a total of  78.00  from holding Franklin Dividend Growth or generate 3.11% return on investment over 90 days. Franklin Dividend Growth is currently generating 0.0503% in daily expected returns and assumes 0.5902% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% 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.
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Given the investment horizon of 90 days Franklin Dividend is expected to generate 1.65 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.21 times less risky than the market. It trades about 0.09 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 of returns per unit of risk over similar time horizon.

Franklin Dividend Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Dividend's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Franklin Dividend Growth, and traders can use it to determine the average amount a Franklin Dividend'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 = 0.0852

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Based on monthly moving average Franklin Dividend 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 Dividend by adding it to a well-diversified portfolio.

About Franklin Dividend Performance

Evaluating Franklin Dividend's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Franklin Dividend 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 Dividend 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.
Franklin Dividend is entity of United States. It is traded as Etf on NYSE ARCA exchange.