Franklin Core Equity Fund Manager Performance Evaluation
| FCRU Fund | 23.37 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.0826, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Franklin Core are expected to decrease at a much lower rate. During the bear market, Franklin Core is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Core Equity are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of very healthy basic indicators, Franklin Core is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.
...moreFranklin |
Franklin Core Relative Risk vs. Return Landscape
If you would invest 2,211 in Franklin Core Equity on October 14, 2025 and sell it today you would earn a total of 126.00 from holding Franklin Core Equity or generate 5.7% return on investment over 90 days. Franklin Core Equity is generating 0.0902% of daily returns and assumes 0.3878% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than Franklin, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Franklin Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Core's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Franklin Core Equity, and traders can use it to determine the average amount a Franklin Core'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 = 0.2325
| High Returns | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | FCRU | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.39 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Franklin Core is performing at about 18% 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 Core by adding it to a well-diversified portfolio.
Things to note about Franklin Core Equity performance evaluation
Checking the ongoing alerts about Franklin Core for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Franklin Core Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Franklin Core's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Franklin Core's fund performance include:- Analyzing Franklin Core'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 Core's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Core'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 Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Core's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Core's fund. These opinions can provide insight into Franklin Core's potential for growth and whether the stock is currently undervalued or overvalued.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA |