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

ETF | Corporate Bond |

Last Closing

USD 21.3968

Change

+0.11 (+0.53)%

Market Cap

N/A

Volume

0.03M

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: 2024-11-04 )

Largest Industry Peers for Corporate Bond

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

+0.09 (+0.27%)

USD 9.43B
QLTA iShares Aaa - A Rated Corporat..

+0.28 (+0.59%)

USD 1.60B
CORP PIMCO Investment Grade Corpora..

+0.43 (+0.45%)

USD 1.27B
GIGB Goldman Sachs Access Investmen..

+0.26 (+0.57%)

USD 0.85B
LQDH iShares Interest Rate Hedged C..

-0.45 (-0.48%)

USD 0.43B
KORP American Century Diversified C..

+0.28 (+0.60%)

USD 0.34B
IBD Northern Lights Fund Trust IV ..

-0.07 (-0.30%)

USD 0.33B
IGBH iShares Interest Rate Hedged L..

-0.09 (-0.37%)

USD 0.09B
IG Principal Exchange-Traded Fund..

+0.12 (+0.56%)

USD 0.09B
LQD iShares iBoxx $ Investment Gra..

+0.80 (+0.74%)

N/A

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 -1.19% 23% F 30% F
Dividend Return -23.58% 50% F 32% F
Total Return -24.77% 36% F 19% F
Trailing 12 Months  
Capital Gain 6.08% 64% D 37% F
Dividend Return -24.95% 50% F 33% F
Total Return -18.87% 36% F 18% F
Trailing 5 Years  
Capital Gain -16.18% 15% F 35% F
Dividend Return -8.83% 50% F 61% D-
Total Return -25.01% 38% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -4.54% 15% F 14% F
Dividend Return -1.70% 30% F 15% F
Total Return 2.84% 84% B 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 8.14% 40% F 82% B
Risk Adjusted Return -20.85% 15% F 12% 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.