FLCO:NYE-Franklin Liberty Investment Grade Corporate ETF (USD)

ETF | Corporate Bond |

Last Closing

USD 22.069

Change

-0.11 (-0.48)%

Market Cap

N/A

Volume

0.05M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-25 )

Largest Industry Peers for Corporate Bond

Symbol Name Price(Change) Market Cap
SPIB SPDR Barclays Intermediate Ter..

-0.07 (-0.21%)

USD 9.29B
QLTA iShares Aaa - A Rated Corporat..

-0.28 (-0.57%)

USD 1.42B
CORP PIMCO Investment Grade Corpora..

-0.42 (-0.42%)

USD 1.27B
GIGB Goldman Sachs Access Investmen..

-0.20 (-0.42%)

USD 0.86B
LQDH iShares Interest Rate Hedged C..

-0.15 (-0.16%)

USD 0.39B
IBD Northern Lights Fund Trust IV ..

-0.13 (-0.54%)

USD 0.37B
KORP American Century Diversified C..

-0.17 (-0.35%)

USD 0.31B
IGBH iShares Interest Rate Hedged L..

-0.06 (-0.25%)

USD 0.09B
IG Principal Exchange-Traded Fund..

-0.09 (-0.43%)

USD 0.09B
LQD iShares iBoxx $ Investment Gra..

-0.67 (-0.59%)

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ETFs Containing FLCO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Corporate Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.91% 43% F 31% F
Dividend Return 3.04% 64% D 58% F
Total Return 4.95% 50% F 32% F
Trailing 12 Months  
Capital Gain 8.88% 57% F 37% F
Dividend Return 4.00% 31% F 55% F
Total Return 12.87% 50% F 36% F
Trailing 5 Years  
Capital Gain -14.03% 15% F 28% F
Dividend Return 13.94% 77% C+ 51% F
Total Return -0.09% 15% F 26% F
Average Annual (5 Year Horizon)  
Capital Gain -4.65% 14% F 17% F
Dividend Return -1.77% 29% F 16% F
Total Return 2.89% 77% C+ 58% F
Risk Return Profile  
Volatility (Standard Deviation) 8.01% 36% F 83% B
Risk Adjusted Return -22.06% 21% F 13% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.