Franklin Exponential Data Etf One Year Return
| XDAT Etf | USD 26.62 0.23 0.87% |
Franklin Exponential Data fundamentals help investors to digest information that contributes to Franklin Exponential's financial success or failures. It also enables traders to predict the movement of Franklin Etf. The fundamental analysis module provides a way to measure Franklin Exponential's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Franklin Exponential etf.
Franklin |
Franklin Exponential Data ETF One Year Return Analysis
Franklin Exponential's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Franklin Exponential One Year Return | 32.10 % |
Most of Franklin Exponential's fundamental indicators, such as One Year 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 Exponential Data is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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 Exponential Data has an One Year Return of 32.1%. This is much higher than that of the Franklin Templeton Investments family and significantly higher than that of the Technology category. The one year return for all United States etfs is notably lower than that of the firm.
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 Exponential's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Franklin Exponential could also be used in its relative valuation, which is a method of valuing Franklin Exponential by comparing valuation metrics of similar companies.Franklin Exponential is currently under evaluation in one year return as compared to similar ETFs.
Fund Asset Allocation for Franklin Exponential
The fund invests 99.8% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Franklin Exponential'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
| Beta | 1.01 | |||
| Total Asset | 2.37 M | |||
| One Year Return | 32.10 % | |||
| Three Year Return | (2.40) % | |||
| Net Asset | 2.37 M | |||
| Equity Positions Weight | 99.80 % |
About Franklin Exponential Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Franklin Exponential Data's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Franklin Exponential using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Franklin Exponential Data based on its fundamental data. In general, a quantitative approach, as applied to this etf, 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.
Thematic Opportunities
Explore Investment Opportunities
Check out Franklin Exponential Piotroski F Score and Franklin Exponential Altman Z Score analysis. 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 Exponential Data 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 Exponential's value that differs from its market value or its book value, called intrinsic value, which is Franklin Exponential'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 Exponential's market value can be influenced by many factors that don't directly affect Franklin Exponential'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 Exponential's value and its price as these two are different measures arrived at by different means. Investors typically determine if Franklin Exponential is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Franklin Exponential'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.