Franklin Equity One Year Return vs. Annual Yield
| FREIX Fund | USD 35.75 0.08 0.22% |
For Franklin Equity profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Franklin Equity to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Franklin Equity Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Franklin Equity's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Franklin Equity Income over time as well as its relative position and ranking within its peers.
Franklin |
Franklin Equity Income Annual Yield vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Equity's current stock value. Our valuation model uses many indicators to compare Franklin Equity value to that of its competitors to determine the firm's financial worth. Franklin Equity Income is one of the top funds in one year return among similar funds. It also is one of the top funds in annual yield among similar funds . The ratio of One Year Return to Annual Yield for Franklin Equity Income is about 1,502 . 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 Equity's earnings, one of the primary drivers of an investment's value.Franklin Annual Yield vs. One Year Return
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.
Franklin Equity |
| = | 28.99 % |
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.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Franklin Equity |
| = | 0.02 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Franklin Annual Yield Comparison
Franklin Equity is currently under evaluation in annual yield among similar funds.
Franklin Equity Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Franklin Equity, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Franklin Equity will eventually generate negative long term returns. The profitability progress is the general direction of Franklin Equity's change in net profit over the period of time. It can combine multiple indicators of Franklin Equity, 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.
The fund normally invests at least 80 percent of its net assets in equity securities, including securities convertible into common stocks. It generally invests predominantly in common stocks, and the remainder of its assets in other equity-related instruments such as convertible securities and equity-linked notes . The fund may invest in foreign securities, but does not currently anticipate investing more than 15 percent of its total assets in securities of issuers domiciled outside the United States.
Franklin Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Franklin Equity. 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 Equity 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 Equity's important profitability drivers and their relationship over time.
Use Franklin Equity in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Franklin Equity position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Franklin Equity will appreciate offsetting losses from the drop in the long position's value.Franklin Equity Pair Trading
Franklin Equity Income Pair Trading Analysis
The ability to find closely correlated positions to Franklin Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Franklin Equity when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Franklin Equity - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Franklin Equity Income to buy it.
The correlation of Franklin Equity is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Franklin Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Franklin Equity Income moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Franklin Equity can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Franklin Equity position
In addition to having Franklin Equity 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?
Run Agency Mbs ETFs Thematic Idea Now
Agency Mbs ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Agency Mbs ETFs theme has 11 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 Agency Mbs ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Franklin Mutual Fund
To fully project Franklin Equity's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Franklin Equity Income 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 Equity's income statement, its balance sheet, and the statement of cash flows.
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