Franklin Equity Income Fund Market Value
| FREIX Fund | USD 34.50 0.07 0.20% |
| Symbol | Franklin |
Franklin Equity '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 Equity'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 Equity.
| 11/02/2025 |
| 01/31/2026 |
If you would invest 0.00 in Franklin Equity on November 2, 2025 and sell it all today you would earn a total of 0.00 from holding Franklin Equity Income or generate 0.0% return on investment in Franklin Equity over 90 days. Franklin Equity is related to or competes with Arrow Managed, and Volumetric Fund. The fund normally invests at least 80 percent of its net assets in equity securities, including securities convertible i... More
Franklin Equity 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 Equity'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 Equity Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6808 | |||
| Information Ratio | 0.1172 | |||
| Maximum Drawdown | 11.53 | |||
| Value At Risk | (1.00) | |||
| Potential Upside | 1.06 |
Franklin Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Franklin Equity's standard deviation. In reality, there are many statistical measures that can use Franklin Equity historical prices to predict the future Franklin Equity's volatility.| Risk Adjusted Performance | 0.1227 | |||
| Jensen Alpha | 0.1674 | |||
| Total Risk Alpha | 0.1139 | |||
| Sortino Ratio | 0.2316 | |||
| Treynor Ratio | 0.258 |
Franklin Equity January 31, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1227 | |||
| Market Risk Adjusted Performance | 0.268 | |||
| Mean Deviation | 0.622 | |||
| Semi Deviation | 0.3288 | |||
| Downside Deviation | 0.6808 | |||
| Coefficient Of Variation | 614.57 | |||
| Standard Deviation | 1.35 | |||
| Variance | 1.81 | |||
| Information Ratio | 0.1172 | |||
| Jensen Alpha | 0.1674 | |||
| Total Risk Alpha | 0.1139 | |||
| Sortino Ratio | 0.2316 | |||
| Treynor Ratio | 0.258 | |||
| Maximum Drawdown | 11.53 | |||
| Value At Risk | (1.00) | |||
| Potential Upside | 1.06 | |||
| Downside Variance | 0.4635 | |||
| Semi Variance | 0.1081 | |||
| Expected Short fall | (0.77) | |||
| Skewness | 5.65 | |||
| Kurtosis | 40.89 |
Franklin Equity Income Backtested Returns
Franklin Equity appears to be very steady, given 3 months investment horizon. Franklin Equity Income secures Sharpe Ratio (or Efficiency) of 0.18, which denotes the fund had a 0.18 % return per unit of standard deviation over the last 3 months. We have found twenty-seven technical indicators for Franklin Equity Income, which you can use to evaluate the volatility of the entity. Please utilize Franklin Equity's Mean Deviation of 0.622, semi deviation of 0.3288, and Downside Deviation of 0.6808 to check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.81, which means possible diversification benefits within a given portfolio. As returns on the market increase, Franklin Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Franklin Equity is expected to be smaller as well.
Auto-correlation | 0.50 |
Modest predictability
Franklin Equity Income has modest predictability. Overlapping area represents the amount of predictability between Franklin Equity time series from 2nd of November 2025 to 17th of December 2025 and 17th of December 2025 to 31st of January 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 Equity Income price movement. The serial correlation of 0.5 indicates that about 50.0% of current Franklin Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.5 | |
| Spearman Rank Test | 0.69 | |
| Residual Average | 0.0 | |
| Price Variance | 1.43 |
Also Currently Popular
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 Equity 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 Equity security.
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