Franklin New Five Year Return vs. Year To Date Return
| FNYZX Fund | USD 10.85 0.01 0.09% |
For Franklin New profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Franklin New to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Franklin New York utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Franklin New's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Franklin New York over time as well as its relative position and ranking within its peers.
Franklin |
Franklin New York Year To Date Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Franklin New's current stock value. Our valuation model uses many indicators to compare Franklin New value to that of its competitors to determine the firm's financial worth. Franklin New York is one of the top funds in five year return among similar funds. It also is one of the top funds in year to date return among similar funds creating about 2.03 of Year To Date Return per Five Year Return. 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 New's earnings, one of the primary drivers of an investment's value.Franklin Year To Date Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Franklin New |
| = | 0.80 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Franklin New |
| = | 1.62 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Franklin Year To Date Return Comparison
Franklin New is currently under evaluation in year to date return among similar funds.
Franklin New Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Franklin New, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Franklin New will eventually generate negative long term returns. The profitability progress is the general direction of Franklin New's change in net profit over the period of time. It can combine multiple indicators of Franklin New, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal market conditions, the fund invests at least 80 percent of its total assets in securities whose interest is free from federal income taxes, including the federal alternative minimum tax, and from New York State personal income taxes. Although the fund tries to invest all of its assets in tax-free securities, it is possible that up to 20 percent of the funds total assets may be invested in securities that pay interest subject to federal or state income taxes.
Franklin Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Franklin New. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Franklin New position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Franklin New's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Franklin New without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Franklin New position
In addition to having Franklin New in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Restaurants
Entities that are involved in restaurant business, as well as coffee shop chains and other eateries. The Restaurants theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Restaurants Theme or any other thematic opportunities.
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Other Information on Investing in Franklin Mutual Fund
To fully project Franklin New's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Franklin New York at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Franklin New's income statement, its balance sheet, and the statement of cash flows.
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