INCM:NYE-Franklin Templeton ETF Trust (USD)

ETF | Others |

Last Closing

USD 27.1

Change

+0.08 (+0.30)%

Market Cap

USD 0.50B

Volume

0.16M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal market conditions, the fund invests in a diversified portfolio of debt and equity securities. The fund may invest up to 30% of its assets in equity index-linked notes, with respect to which interest payments are typically derived from the implied volatility of an equity index (e.g., the S&P 500 Index) and 10% of its assets in equity linked notes (ELNs).

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-02-25 )

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Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.83% 79% B- 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.83% 79% B- 69% C-
Trailing 12 Months  
Capital Gain 6.27% 52% F 55% F
Dividend Return 4.22% 70% C- 62% D
Total Return 10.49% 60% D- 56% F
Trailing 5 Years  
Capital Gain N/A 99% N/A 100% F
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A 99% N/A 100% F
Average Annual (5 Year Horizon)  
Capital Gain 69,143.45% 100% F 100% F
Dividend Return 69,144.03% 100% F 100% F
Total Return 0.58% 31% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) N/A N/A F N/A F
Risk Adjusted Return 40.07% 47% F 54% F
Market Capitalization 0.50B 82% B 48% F

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:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.