Franklin Balance One Year Return vs. Ten Year Return
| FBSIX Fund | USD 36.41 2.04 5.31% |
For Franklin Balance profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Franklin Balance to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Franklin Balance Sheet utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Franklin Balance's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Franklin Balance Sheet over time as well as its relative position and ranking within its peers.
Franklin |
Franklin Balance Sheet Ten Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Franklin Balance's current stock value. Our valuation model uses many indicators to compare Franklin Balance value to that of its competitors to determine the firm's financial worth. Franklin Balance Sheet is one of the top funds in one year return among similar funds. It also is one of the top funds in ten year return among similar funds reporting about 0.53 of Ten Year Return per One Year Return. The ratio of One Year Return to Ten Year Return for Franklin Balance Sheet is roughly 1.90 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Franklin Balance's earnings, one of the primary drivers of an investment's value.Franklin Ten Year Return vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Franklin Balance |
| = | 11.47 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Franklin Balance |
| = | 6.05 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Franklin Ten Year Return Comparison
Franklin Balance is currently under evaluation in ten year return among similar funds.
Franklin Balance Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Franklin Balance, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Franklin Balance will eventually generate negative long term returns. The profitability progress is the general direction of Franklin Balance's change in net profit over the period of time. It can combine multiple indicators of Franklin Balance, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal market conditions, the fund invests at least 80 percent of its net assets in U.S. mid cap securities. Under normal market conditions, it invests primarily in equity securities of U.S. companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria .
Franklin Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Franklin Balance. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Franklin Balance position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Franklin Balance's important profitability drivers and their relationship over time.
Use Franklin Balance in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Franklin Balance position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Franklin Balance will appreciate offsetting losses from the drop in the long position's value.Franklin Balance Pair Trading
Franklin Balance Sheet Pair Trading Analysis
The ability to find closely correlated positions to Franklin Balance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Franklin Balance when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Franklin Balance - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Franklin Balance Sheet to buy it.
The correlation of Franklin Balance is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Franklin Balance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Franklin Balance Sheet moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Franklin Balance can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Franklin Balance position
In addition to having Franklin Balance in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Natural Foods Thematic Idea Now
Natural Foods
Companies producing natural foods including dairy products and different types of meets. The Natural Foods theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Natural Foods Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Franklin Mutual Fund
To fully project Franklin Balance's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Franklin Balance Sheet at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Franklin Balance's income statement, its balance sheet, and the statement of cash flows.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |