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

ETF | Corporate Bond |

Last Closing

USD 20.975

Change

+0.03 (+0.14)%

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: 2025-01-08 )

Largest Industry Peers for Corporate Bond

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

+0.03 (+0.09%)

USD 9.92B
QLTA iShares Aaa - A Rated Corporat..

+0.06 (+0.13%)

USD 1.62B
CORP PIMCO Investment Grade Corpora..

+0.12 (+0.13%)

USD 1.24B
GIGB Goldman Sachs Access Investmen..

+0.07 (+0.16%)

USD 0.86B
LQDH iShares Interest Rate Hedged C..

+0.02 (+0.02%)

USD 0.43B
KORP American Century Diversified C..

+0.02 (+0.05%)

USD 0.38B
IBD Northern Lights Fund Trust IV ..

+0.09 (+0.38%)

USD 0.33B
IGBH iShares Interest Rate Hedged L..

+0.02 (+0.08%)

USD 0.09B
IG Principal Exchange-Traded Fund..

+0.04 (+0.18%)

USD 0.09B
LQD iShares iBoxx $ Investment Gra..

+0.17 (+0.16%)

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 -0.54% 43% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.54% 43% F 30% F
Trailing 12 Months  
Capital Gain -2.21% 36% F 30% F
Dividend Return 4.14% 64% D 58% F
Total Return 1.92% 43% F 30% F
Trailing 5 Years  
Capital Gain -18.70% 15% F 29% F
Dividend Return 17.05% 77% C+ 57% F
Total Return -1.65% 31% F 26% F
Average Annual (5 Year Horizon)  
Capital Gain -4.71% 14% F 13% F
Dividend Return -1.99% 29% F 14% F
Total Return 2.73% 71% C- 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 8.13% 50% F 84% B
Risk Adjusted Return -24.46% 21% F 10% 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:

There is nothing we particularly like

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.