Franklin Vertible Securities Fund Manager Performance Evaluation
| FCSKX Fund | USD 21.66 0.10 0.46% |
The fund shows a Beta (market volatility) of -0.0428, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Franklin Vertible are expected to decrease at a much lower rate. During the bear market, Franklin Vertible is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Franklin Vertible Securities are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking signals, Franklin Vertible is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5000 |
Franklin |
Franklin Vertible Relative Risk vs. Return Landscape
If you would invest 2,139 in Franklin Vertible Securities on March 10, 2024 and sell it today you would earn a total of 37.00 from holding Franklin Vertible Securities or generate 1.73% return on investment over 90 days. Franklin Vertible Securities is currently producing 0.0284% returns and takes up 0.4957% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Franklin, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Franklin Vertible Current Valuation
Overvalued
Today
Please note that Franklin Vertible's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Franklin Vertible shows a prevailing Real Value of $21.12 per share. The current price of the fund is $21.66. We determine the value of Franklin Vertible from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Franklin Vertible is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Franklin Mutual Fund. However, Franklin Vertible's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 21.66 | Real 21.12 | Hype 21.76 |
The intrinsic value of Franklin Vertible's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Franklin Vertible's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Franklin Vertible Securities helps investors to forecast how Franklin mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Franklin Vertible more accurately as focusing exclusively on Franklin Vertible's fundamentals will not take into account other important factors: Franklin Vertible Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Franklin Vertible's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Franklin Vertible Securities, and traders can use it to determine the average amount a Franklin Vertible'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 = 0.0574
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FCSKX |
Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Franklin Vertible is performing at about 4% 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 Vertible by adding it to a well-diversified portfolio.
Franklin Vertible Fundamentals Growth
Franklin Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Franklin Vertible, and Franklin Vertible fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Franklin Mutual Fund performance.
| Total Asset | 3.39 B | ||||
About Franklin Vertible Performance
To evaluate Franklin Vertible Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Franklin Vertible generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Franklin Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Franklin Vertible market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Franklin's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund normally invests at least 80 percent of its net assets in convertible securities. It may invest up to 100 percent of its assets in securities that are rated below investment grade however, the fund will not invest more than 10 percent of its assets in non-convertible debt securities rated below B. It may invest up to 20 percent of its net assets in other securities, such as common or preferred stocks and non-convertible debt securities.Things to note about Franklin Vertible performance evaluation
Checking the ongoing alerts about Franklin Vertible for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Franklin Vertible help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains most of the assets under management (AUM) in different types of exotic instruments. |
- Analyzing Franklin Vertible'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 Vertible's stock is overvalued or undervalued compared to its peers.
- Examining Franklin Vertible'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 Vertible's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Franklin Vertible's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Franklin Vertible's mutual fund. These opinions can provide insight into Franklin Vertible's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Franklin Mutual Fund
Franklin Vertible 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 Vertible security.
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