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

ETF | Corporate Bond |

Last Closing

USD 21.38

Change

+0.06 (+0.26)%

Market Cap

N/A

Volume

0.04M

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: 2025-03-18 )

Largest Industry Peers for Corporate Bond

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

+0.05 (+0.15%)

USD 10.09B
QLTA iShares Aaa - A Rated Corporat..

+0.10 (+0.21%)

USD 1.60B
CORP PIMCO Investment Grade Corpora..

+0.19 (+0.20%)

USD 1.31B
GIGB Goldman Sachs Access Investmen..

+0.11 (+0.23%)

USD 0.84B
LQDH iShares Interest Rate Hedged C..

+0.12 (+0.13%)

USD 0.53B
KORP American Century Diversified C..

+0.08 (+0.17%)

USD 0.40B
IBD Northern Lights Fund Trust IV ..

-0.05 (-0.21%)

USD 0.38B
IGBH iShares Interest Rate Hedged L..

+0.02 (+0.08%)

USD 0.11B
IG Principal Exchange-Traded Fund..

+0.06 (+0.29%)

USD 0.10B
LQD iShares iBoxx $ Investment Gra..

+0.26 (+0.24%)

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 1.38% 86% B+ 64% D
Dividend Return 0.35% 25% F 16% F
Total Return 1.73% 93% A 64% D
Trailing 12 Months  
Capital Gain 0.80% 50% F 45% F
Dividend Return 3.60% 79% B- 58% F
Total Return 4.40% 64% D 45% F
Trailing 5 Years  
Capital Gain -1.57% 23% F 19% F
Dividend Return 19.96% 77% C+ 45% F
Total Return 18.39% 31% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain -4.79% 14% F 13% F
Dividend Return -2.04% 29% F 13% F
Total Return 2.75% 71% C- 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 8.09% 50% F 84% B
Risk Adjusted Return -25.16% 29% F 9% A-
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.