Franklin Oregon Tax Free Fund Key Fundamental Indicators
| FORIX Fund | USD 10.64 0.01 0.09% |
As of the 1st of February, Franklin Oregon shows the Mean Deviation of 0.0811, downside deviation of 0.1847, and Semi Deviation of 0.0099. Franklin Oregon Tax technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.
Franklin Oregon's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Franklin Oregon's valuation are provided below:Franklin Oregon Tax Free does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Franklin |
Franklin Oregon 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Franklin Oregon's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Franklin Oregon.
| 11/03/2025 |
| 02/01/2026 |
If you would invest 0.00 in Franklin Oregon on November 3, 2025 and sell it all today you would earn a total of 0.00 from holding Franklin Oregon Tax Free or generate 0.0% return on investment in Franklin Oregon over 90 days. Franklin Oregon is related to or competes with Hartford Emerging, Doubleline Low, Ep Emerging, Transamerica Emerging, Pace International, and Harbor Diversified. The fund invests at least 80 percent of its net assets in securities whose interest is free from federal income taxes, i... More
Franklin Oregon Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Franklin Oregon's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Franklin Oregon Tax Free upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1847 | |||
| Information Ratio | (0.28) | |||
| Maximum Drawdown | 0.7537 | |||
| Value At Risk | (0.19) | |||
| Potential Upside | 0.1892 |
Franklin Oregon Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Oregon's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Franklin Oregon's standard deviation. In reality, there are many statistical measures that can use Franklin Oregon historical prices to predict the future Franklin Oregon's volatility.| Risk Adjusted Performance | 0.0143 | |||
| Jensen Alpha | (0.0007) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.19) | |||
| Treynor Ratio | 0.0182 |
Franklin Oregon February 1, 2026 Technical Indicators
| Cycle Indicators | ||
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| Volume Indicators |
| Risk Adjusted Performance | 0.0143 | |||
| Market Risk Adjusted Performance | 0.0282 | |||
| Mean Deviation | 0.0811 | |||
| Semi Deviation | 0.0099 | |||
| Downside Deviation | 0.1847 | |||
| Coefficient Of Variation | 1127.55 | |||
| Standard Deviation | 0.1209 | |||
| Variance | 0.0146 | |||
| Information Ratio | (0.28) | |||
| Jensen Alpha | (0.0007) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.19) | |||
| Treynor Ratio | 0.0182 | |||
| Maximum Drawdown | 0.7537 | |||
| Value At Risk | (0.19) | |||
| Potential Upside | 0.1892 | |||
| Downside Variance | 0.0341 | |||
| Semi Variance | 1.0E-4 | |||
| Expected Short fall | (0.13) | |||
| Skewness | (0.54) | |||
| Kurtosis | 3.05 |
Franklin Oregon Tax Backtested Returns
At this stage we consider Franklin Mutual Fund to be very steady. Franklin Oregon Tax secures Sharpe Ratio (or Efficiency) of 0.0887, which denotes the fund had a 0.0887 % return per unit of standard deviation over the last 3 months. We have found twenty-eight technical indicators for Franklin Oregon Tax Free, which you can use to evaluate the volatility of the entity. Please confirm Franklin Oregon's Mean Deviation of 0.0811, downside deviation of 0.1847, and Semi Deviation of 0.0099 to check if the risk estimate we provide is consistent with the expected return of 0.0107%. The fund shows a Beta (market volatility) of 0.0396, which means not very significant fluctuations relative to the market. As returns on the market increase, Franklin Oregon's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Oregon is expected to be smaller as well.
Auto-correlation | 0.04 |
Virtually no predictability
Franklin Oregon Tax Free has virtually no predictability. Overlapping area represents the amount of predictability between Franklin Oregon time series from 3rd of November 2025 to 18th of December 2025 and 18th of December 2025 to 1st of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Franklin Oregon Tax price movement. The serial correlation of 0.04 indicates that only as little as 4.0% of current Franklin Oregon price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.04 | |
| Spearman Rank Test | 0.09 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Franklin Oregon Tax Free has an One Year Return of 3.1126%. This is 42.57% lower than that of the Franklin Templeton Investments family and significantly higher than that of the Muni Single State Long category. The one year return for all United States funds is notably lower than that of the firm.
Franklin Oregon Tax Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Oregon's current stock value. Our valuation model uses many indicators to compare Franklin Oregon value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin Oregon competition to find correlations between indicators driving Franklin Oregon's intrinsic value. More Info.Franklin Oregon Tax Free is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 74.95 of Year To Date Return per Annual Yield. 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 Oregon's earnings, one of the primary drivers of an investment's value.Franklin One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Franklin Oregon's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Franklin Oregon could also be used in its relative valuation, which is a method of valuing Franklin Oregon by comparing valuation metrics of similar companies.Franklin Oregon is currently under evaluation in one year return among similar funds.
Franklin Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Oregon's current stock value. Our valuation model uses many indicators to compare Franklin Oregon value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Franklin Oregon competition to find correlations between indicators driving Franklin Oregon's intrinsic value. More Info.Franklin Oregon Tax Free is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 74.95 of Year To Date Return per Annual Yield. 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 Oregon's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Franklin Oregon
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Franklin Oregon's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Franklin Fundamentals
| Total Asset | 12.16 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 0.30 % | ||||
| One Year Return | 3.11 % | ||||
| Three Year Return | 2.15 % | ||||
| Five Year Return | (0.39) % | ||||
| Ten Year Return | 2.84 % | ||||
| Net Asset | 797.42 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 1.39 % | ||||
| Bond Positions Weight | 3.64 % |
About Franklin Oregon Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Franklin Oregon Tax Free's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Oregon using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Oregon Tax Free based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests at least 80 percent of its net assets in securities whose interest is free from federal income taxes, including the federal alternative minimum tax. Franklin Oregon 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 Oregon 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 Oregon security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
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